Blacksky Technology Inc (BKSY) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Blacksky Technology Inc (BKSY) following the 2026 Q2 hedge fund 13F filings?

As of today, BKSY has moved -6.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.1% for the XLI sector ETF — an outperformance of -4.3%. Since the quarter end (June 30, 2026), BKSY gained +3.7% vs -1.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Blacksky Technology Inc (BKSY)

223 + Investors. Track Smart Money conviction in BKSY. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — BKSY

Based on 185 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q

For 7 consecutive quarters, more hedge funds added BKSY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

185 hedge funds hold BKSY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +73% more funds vs a year ago

fund count last 6Q

+78 new funds entered over the past year (+73% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 60% buying

114 buying75 selling

Last quarter: 114 funds were net buyers (50 opened a brand new position + 64 added to an existing one). Only 75 were sellers (43 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter

Funds opening a new BKSY position: 31 → 41 → 42 → 50. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔄

Mostly new holders — 46% entered in last year

■ 4% conviction (2yr+) ■ 50% medium ■ 46% new

Only 7 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

💰

Value +38% but shares only +8% — price-driven

Value

+37%

+8%

Last quarter: the total dollar value of institutional holdings rose +38%, but actual share count only changed +8%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

30 → 31 → 41 → 42 → 50 new funds/Q

New funds entering each quarter: 31 → 41 → 42 → 50. A growing number of institutions are discovering BKSY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 61% of holders entered in last year

■ 3% veterans ■ 35% 1-2yr ■ 61% new

Of 192 current holders: 118 (61%) entered in the past year, only 6 (3%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds

39 of 180 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BKSY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	223	185	20.54%
13F Shares	33M	24M	35.16%
Total Value	$900M	$584M	54.12%
New Positions	74	50	+24
Increased Positions	76	61	+15
Closed Positions	33	32	+1
Reduced Positions	48	41	+7
Total Calls	8	5	60.0%
Total Puts	12	7	71.43%
PUT/CALL Ratio	1.5	1.4	Bearish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

223

185

20.54%

13F Shares

33M

24M

35.16%

Total Value

$900M

$584M

54.12%

New Positions

+24

Increased Positions

+15

Closed Positions

Reduced Positions

Total Calls

60.0%

Total Puts

71.43%

PUT/CALL Ratio

1.5

1.4

Bearish

Institutional Holders (2026 Q2)

223 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BKSY. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 BKSY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	AWM Investment Company, Inc.	2.91%	1,200,000	$33.5M
2	Cercano Management LLC	2.51%	932,982	$26.0M
3	Sender Co & Partners, Inc.	1.60%	198,109	$5.5M
4	Tema Etfs LLC	1.31%	1,446,724	$40.4M
5	Firsthand Capital Management, Inc.	0.89%	20,000	$558K
6	SLT Holdings LLC	0.77%	44,435	$1.2M
7	Perkins Capital Management Inc	0.60%	28,750	$803K
8	Essex Investment Management Co LLC	0.48%	130,281	$3.6M
9	nVerses Capital, LLC	0.46%	10,742	$300K
10	Crawford Fund Management, LLC	0.45%	106,000	$3.0M
11	OAKMONT Corp	0.30%	53,239	$1.5M
12	Connective Capital Management, LLC	0.28%	14,341	$400K
13	Huntleigh Advisors, Inc.	0.24%	61,969	$1.7M
14	Windmill Hill Asset Management Ltd	0.22%	34,954	$976K
15	Griffin Asset Management, INC.	0.20%	67,178	$1.9M
16	Driehaus Capital Management LLC	0.17%	1,033,578	$28.9M
17	Patriot Financial Group Insurance Agency, LLC	0.16%	57,250	$1.6M
18	Element Wealth, LLC	0.13%	12,392	$346K
19	Round Rock Advisors LLC	0.13%	35,038	$978K
20	Strategic Advocates LLC	0.11%	973	$27K
21	Legato Capital Management LLC	0.10%	43,909	$1.2M
22	Caitong International Asset Management Co., Ltd	0.08%	21,174	$591K
23	Lbp AM SA	0.07%	244,788	$6.8M
24	Tidal Investments LLC	0.07%	1,407,186	$39.3M
25	Trexquant Investment LP	0.07%	411,940	$11.5M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Blacksky Technology Inc (BKSY)

What does the Smart Money Trend signal show for BKSY?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added BKSY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BKSY?

More buyers than sellers — 60% buying: Last quarter: 114 funds were net buyers (50 opened a brand new position + 64 added to an existing one). Only 75 were sellers (43 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BKSY holders?

Elite ownership — 48% AUM from top-100 funds: 39 of 180 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in BKSY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BKSY?

Mostly new holders — 46% entered in last year: Only 7 funds (4%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Blacksky Technology Inc (BKSY) following the 2026 Q2 hedge fund 13F filings?

As of today, BKSY has moved -6.4% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.1% for the XLI sector ETF — an outperformance of -4.3%. Since the quarter end (June 30, 2026), BKSY has gained +3.7% vs -1.4% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Blacksky Technology Inc (BKSY)

Smart Money Signals — BKSY

Buying streak — 7 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +73% more funds vs a year ago

More buyers than sellers — 60% buying

More new buyers each quarter (+8 vs last Q)

Mostly new holders — 46% entered in last year

Value +38% but shares only +8% — price-driven

Growing discovery — still being found

Early stage — 61% of holders entered in last year

Elite ownership — 48% AUM from top-100 funds

Institutional Sentiment Summary — BKSY

Hedge Fund Ownership: BKSY

Market Analysis: BKSY

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: BKSY

Is It Too Late to Buy Blacksky Technology Inc (BKSY) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: BKSY

Statistics: BKSY

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Blacksky Technology Inc (BKSY)

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