Position
Renaissance Technologies in Firefly Aerospace Inc.
Back to the book · All holders of FLY
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark $306.2K$28.47 → $29.40
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 23.5K | $525.7K | — | — | — | 0.0% |
| Q1 2026 | 329.3K | $9.38M | $28.47 | $143.3K | $8.71M | 0.0% |
| Q2 2026 | 617.7K | $18.2M | $29.40 | $306.2K | $8.48M | 0.0% |