York Space Systems (YSS): 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
No concentrated manager holds it.
Who owns York Space Systems?
Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): AeroEquity GP, 24.0% (13G/A filed Aug 14, 2026), BlackRock Portfolio Management, 14.0% (13G filed Apr 29, 2026), Dirk Wallinger, 8.6% (13G filed May 15, 2026) and BlackRock, 5.4% (13G filed Oct 27, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were BlackRock (14.8% of the shares), AE Industrial Partners (9.0%) and Allianz Asset Management GmbH (2.1%).
Which institutions hold the most York Space Systems shares?
Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:
- 1. BlackRock: 14.8%
- 2. AE Industrial Partners: 9.0%
- 3. Allianz Asset Management GmbH: 2.1%
- 4. Hood River Capital Management: 1.5%
- 5. Tema Etfs: 1.5%
- 6. Tidal Investments: 1.4%
- 7. Westwood Holdings Group: 1.3%
- 8. Voya Investment Management: 1.2%
- 9. UBS Group: 1.2%
- 10. State Street: 1.1%
How much of York Space Systems do institutions own?
The 162 institutions that file 13F reported 50.1% of the shares as of Jun 30, 2026 (not counting 1 position with implausible figures).
Sources:13G/A by AeroEquity GP (Aug 14, 2026) ↗13G by BlackRock Portfolio Management (Apr 29, 2026) ↗13G by Dirk Wallinger (May 15, 2026) ↗13G by BlackRock (Oct 27, 2026) ↗All of the company's proxy statements on EDGAR ↗
13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (May 12, 2026). Entities of the same group file separately and are not added up. 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.
Well-known investors holding it
Quarter flow (concentrated managers)
Concentrated managers holding it
None in the latest quarter.
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.
- AE Industrial PartnersPrivate equity or venture capital$289M21.1%
Largest holders of YSS (all 13F filers)
- BlackRock19.2 MIndex manager+200 K
- AE Industrial Partners11.7 MPrivate equity or venture capital+430 K
- Allianz Asset Management GmbH2.7 MInvestment firm0
- Hood River Capital Management2.0 MType not verified+975 K
- Tema Etfs1.9 MType not verified+1.9 M
- Tidal Investments1.8 MInvestment firm+1.8 M
- Westwood Holdings Group1.7 MType not verified+1.3 M
- Voya Investment Management1.6 MInvestment firm+541 K
- UBS Group1.5 MBank or trading desk+459 K
- State Street1.4 MIndex manager+1.1 M
- Shares
- 19.2 M
- Change
- +200 K
See more
- Type
- Index manager
- Value
- $473M
- Shares
- 11.7 M
- Change
- +430 K
See more
- Type
- Private equity or venture capital
- Value
- $289M
- Shares
- 2.7 M
- Change
- 0
See more
- Type
- Investment firm
- Value
- $67.1M
- Shares
- 2.0 M
- Change
- +975 K
See more
- Type
- Type not verified
- Value
- $48.4M
- Shares
- 1.9 M
- Change
- +1.9 M
See more
- Type
- Type not verified
- Value
- $46.9M
- Shares
- 1.8 M
- Change
- +1.8 M
See more
- Type
- Investment firm
- Value
- $45.4M
- Shares
- 1.7 M
- Change
- +1.3 M
See more
- Type
- Type not verified
- Value
- $42.8M
- Shares
- 1.6 M
- Change
- +541 K
See more
- Type
- Investment firm
- Value
- $39.8M
- Shares
- 1.5 M
- Change
- +459 K
See more
- Type
- Bank or trading desk
- Value
- $37.2M
- Shares
- 1.4 M
- Change
- +1.1 M
See more
- Type
- Index manager
- Value
- $35.3M
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.
Held by institutions (13F)
Institutions (13F): 50.1% of the shares · top 10: 35.2% · in index firms: 37.9% of the institutional total
Shares reported by the 162 13F filers as of Jun 30, 2026 (not counting 1 position with implausible figures), divided by the shares outstanding on the cover of the company's latest report (May 12, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.
Fundamentals
Balance sheet only, for now. YSS has not yet filed its first annual report (10-K) with the SEC, so there are no 12-month figures (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once the 12-month figures are available, this section fills in automatically.
- Cash and equivalents
- $534M
- Total debt
- $147M
- Net cash
- $387M
- Shareholders' equity
- $1.7 bn
Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated
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.
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)
«York Space Systems Announces Chief Financial Officer Transition»
Unregistered sale of equity securities (Item 3.02)
Unregistered sale of equity securities (Item 3.02)
Unregistered sale of equity securities (Item 3.02)
Change in directors or officers (Item 5.02)
Unregistered sale of equity securities (Item 3.02)
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.
Other Industrials stocks in managers' portfolios
Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.
- Madison Air SolutionsMAIR · 5 managers
- X-EnergyXE · 6 managers
- VestisVSTS · 7 managers
- Fortune Brands InnovationsFBIN · 8 managers
- Southwest AirlinesLUV · 8 managers
- C.h. Robinson WorldwideCHRW · 11 managers