13FPulse
BK

BKSY BLACKSKY TECHNOLOGY INC

2026Q2 · CUSIP 09263B207 · Space & Defense Tech · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
224
Institutions that reported holding it to the SEC
Net increase in holders
+44
Last quarter 180 → now 224
How unusual is that
Top 10%
Stronger buying than 94% of US stocks
What the filings say, in one paragraph

224 funds held BKSY at the end of 2026Q2, up 44 from the quarter before. That is stronger buying than 93.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $109M(YoY +4.1%), return on equity is -31.5%. BKSY has had 5 buying rushes in its history, and the price moved +95.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Space & Defense Tech.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2024Q4: holders=90 2025Q1: holders=106 2025Q2: holders=126 2025Q3: holders=150 2025Q4: holders=162 2026Q1: holders=180 2026Q2: holders=224 -44 -22 +0 +22 +44 81159236 24Q425Q125Q225Q325Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 5 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 10%
2026Q1 Top 20%
2025Q3 Top 20% +63.0% +246.9%
2025Q2 Top 20% -24.3% +26.5%
2025Q1 Top 20% +37.4% +11.6%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
117
Change in large funds
+27
Total value they hold
$836M
Funds buying for the first time
77
Funds that sold out entirely
33
Price change that quarter
-49.4%
Funds holding puts (bearish)
12
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-1.76
EPS YoY
Revenue (TTM)
$0.1B
Revenue YoY
+4.1%
Net margin
-61.2%
ROE
-31.5%
Debt ratio
59.1%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2025-03-31: EPS -0.42 2025-06-30: EPS -1.27 2025-09-30: EPS -0.44 2025-12-31: EPS 0.04 2026-03-31: EPS -0.82 2026-06-30: EPS -0.54 0M 18M 36M $M -1.40 -0.68 0.04 20212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.