AST Spacemobile (ASTS): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
4 concentrated managers hold it (+1 vs last quarter) with a median weight of 1.8%. 1 officer or director bought in 6 months.
Who owns AST Spacemobile?
Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the Class A shares: Abel Avellan (13D/A filed Jun 23, 2026), BlackRock (13G filed Oct 27, 2026), Rakuten Mobile (13D/A filed May 5, 2026), Vanguard Capital Management (13G filed Oct 30, 2026) and Vodafone Ventures (13D/A filed Feb 17, 2026). Rakuten Group, Inc. is listed on Form 4 filings as an owner of more than 10%. As of Jun 30, 2026, the largest holders of Class A reported on Form 13F were Rakuten Group (5.2% of Class A), BlackRock (5.1%) and Vanguard Portfolio Management (4.5%).
Which institutions hold the most AST Spacemobile shares?
Per Form 13F filings as of Jun 30, 2026, as a share of Class A:
- 1. Rakuten Group: 5.2%
- 2. BlackRock: 5.1%
- 3. Vanguard Portfolio Management: 4.5%
- 4. Vanguard Capital Management: 4.2%
- 5. Alphabet: 3.0%
- 6. Morgan Stanley: 2.4%
- 7. UBS Group: 2.2%
- 8. State Street: 2.2%
- 9. Marex Group: 2.1%
- 10. Vodafone Ventures: 1.8%
How much of AST Spacemobile do institutions own?
The 754 institutions that file 13F reported 57.6% of the Class A shares as of Jun 30, 2026.
Sources:13D/A by Abel Avellan (Jun 23, 2026) ↗13G by BlackRock (Oct 27, 2026) ↗13D/A by Rakuten Mobile (May 5, 2026) ↗13G by Vanguard Capital Management (Oct 30, 2026) ↗13D/A by Vodafone Ventures (Feb 17, 2026) ↗All of the company's proxy statements on EDGAR ↗
13F percentages divide the shares each institution reports by the Class A shares outstanding on the cover of the company's latest report before the quarter end (May 7, 2026). Entities of the same group file separately and are not added up. With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.
AST Spacemobile revenue
AST Spacemobile reported annual revenue of $70.9 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).
Quarter flow (concentrated managers)
Change in managers (3 → 4): 1 opened · 0 exited = +1
Net flow in the quarter: −$875K (−10 K shares) · bought $786K and sold $1.7MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- Broad Run Investment Management$129M19.9%
- Privium Fund Management B.V$12.9M2.4%
- Skaana ManagementReduced$3.3M1.3%−0.6 pp
- Werlinich Asset ManagementNew$786K0.3%+0.3 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Other relevant holders
Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.
- Rakuten GroupSingle-position portfolio$1.4 bn99.7%
- AlphabetOperating company$795M0.8%
- Vodafone VenturesSingle-position portfolio$486M100.0%
- Norges BankPension or sovereign fund$296M0.0%
Largest holders of ASTS (all 13F filers)
- Rakuten Group15.5 MSingle-position portfolio · 5.19% of the company−15.5 M
- BlackRock15.3 MIndex manager · 5.11% of the company+756 K
- Vanguard Portfolio Management13.3 MIndex manager · 4.46% of the company+2.3 M
- Vanguard Capital Management12.5 MIndex manager · 4.19% of the company+1.0 M
- Alphabet8.9 MOperating company · 2.99% of the company0
- Morgan Stanley7.3 MBank or trading desk · 2.45% of the company+4.1 M
- UBS Group6.6 MBank or trading desk · 2.21% of the company+2.1 M
- State Street6.5 MIndex manager · 2.19% of the company+948 K
- Marex Group6.2 MType not verified · 2.08% of the company+3.6 M
- Vodafone Ventures5.5 MSingle-position portfolio · 1.83% of the company0
- Shares
- 15.5 M
- Change
- −15.5 M
- % of the company
- 5.19%
See more
- Type
- Single-position portfolio
- Value
- $1.4 bn
- Shares
- 15.3 M
- Change
- +756 K
- % of the company
- 5.11%
See more
- Type
- Index manager
- Value
- $1.4 bn
- Shares
- 13.3 M
- Change
- +2.3 M
- % of the company
- 4.46%
See more
- Type
- Index manager
- Value
- $1.2 bn
- Shares
- 12.5 M
- Change
- +1.0 M
- % of the company
- 4.19%
See more
- Type
- Index manager
- Value
- $1.1 bn
- Shares
- 8.9 M
- Change
- 0
- % of the company
- 2.99%
See more
- Type
- Operating company
- Value
- $795M
- Shares
- 7.3 M
- Change
- +4.1 M
- % of the company
- 2.45%
See more
- Type
- Bank or trading desk
- Value
- $650M
- Shares
- 6.6 M
- Change
- +2.1 M
- % of the company
- 2.21%
See more
- Type
- Bank or trading desk
- Value
- $587M
- Shares
- 6.5 M
- Change
- +948 K
- % of the company
- 2.19%
See more
- Type
- Index manager
- Value
- $581M
- Shares
- 6.2 M
- Change
- +3.6 M
- % of the company
- 2.08%
See more
- Type
- Type not verified
- Value
- $553M
- Vodafone Ventures
- Shares
- 5.5 M
- Change
- 0
- % of the company
- 1.83%
See more
- Type
- Single-position portfolio
- Value
- $486M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Fundamentals
12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.
- Operating margin
- —
- Net margin
- —
- ROE
- -25.8%
- Revenue (TTM)
- $115M
- Revenue growth
- —
- Net income (TTM)
- $-619M
- Net debt / EBITDA
- —
- Free cash flow (TTM)
- $-1.6 bn
- Quality vs sector
- —
This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.
Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated
Shares outstanding: buybacks and dilution
2025: 256.0 M
- 1 year
- +65.7%
- 3 years
- no data
- 5 years
- no data
- Buybacks (FY 2025)
- no data
- Share issuance
- $1.3 bn
- Stock-based compensation
- $47.5M67.0% of revenue
- Dividends paid
- no data
From the statements the company filed with the SEC (10-K). The change compares average diluted shares of each fiscal year, on today's basis: negative = it bought back more than it issued; positive = dilution. “No data” = the company does not report that item under a tag we can read; it does not mean zero.
Earnings quality and debt
- Operating cash flow ÷ net income (12 months)
- no datanot calculated with negative net income
- Interest coverage (operating income ÷ interest)
- no data
- Debt due within 12 months
- $8.5M0.00 times cash and investments
- Year 1$11.9M
- Year 2$433M
- Year 3$18.0M
- Year 4$12.6M
- Year 5$12.1M
- Later$1.8 bn
From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- Vanguard Capital Management5.11%13Gfiling ↗Event: Sep 30, 2026 · filed: Oct 30, 2026
- BlackRock5.4%13Gfiling ↗Event: Sep 30, 2026 · filed: Oct 27, 2026
- Abel Avellan20.8%13D · amendmentfiling ↗Event: Jun 22, 2026 · filed: Jun 23, 2026
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
Flagged material events (8-K)
Change in directors or officers (Item 5.02)
Change in directors or officers (Item 5.02)
Unregistered sale of equity securities (Item 3.02)
«AST SpaceMobile Announces Pricing of Private Offering of $1.0 Billion of Convertible Senior Notes Due 2034 (Effective Conversion Price of $149.20 per Share…»
Unregistered sale of equity securities (Item 3.02)
Unregistered sale of equity securities (Item 3.02)
«AST SpaceMobile Announces Pricing of Private Offering of $1.0 Billion of Convertible Senior Notes Due 2036»
Change in directors or officers (Item 5.02)
Change in directors or officers (Item 5.02)
Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.
All material events (8-K)
Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.
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