Which hedge funds own BKSY? BLACKSKY TECHNOLOGY INC, Q2 2026 13F holders
35 tracked hedge funds disclosed a position in BKSY (BLACKSKY TECHNOLOGY INC) in their Q2 2026 13F filings, worth $170.2m in total. The largest holder by portfolio weight is Cercano Management LLC at 3.5% of its book. 19 opened a new position this quarter: Connective Capital Management, LLC, Atom Investors LP, Dark Forest Capital Management LP, FORA Capital, LLC. 5 exited: Fox Run Management, L.L.C., Aquatic Capital Management LLC, Polen Capital.
- 35
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 19
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 5
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $44.1m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $2.3m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $170m
- Combined value Sum of the holders' reported positions in the security.
- 2.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Fox Run Management, L.L.C. | 0.1% | $598k |
| Aquatic Capital Management LLC | 0.01% | $331k |
| Polen Capital | 0.01% | $771k |
| Schonfeld Strategic Advisors LLC | 0.01% | $639k |
| Bayforest Capital Ltd | 0.0% | $2.2k |
Ownership over time
Who discovered BKSY first? Beta
The run: Q3 2024 → Q2 2026, +489%
| AWM Investment Company, Inc. high conviction | Q3 2024 | 1.6% | +6.1 pts |
| Nantahala Capital Management, LLC | Q4 2024 | 1.0% | +1.2 pts |
| Formula Growth Ltd | Q4 2024 | 0.7% | +1.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.