FLY
Firefly Aerospace Inc.
+1.46 (+7.20%)21.74USD1.1M成交股數3.6B市值4.2本益比(近四季)12.7股價營收比+656.9%營收年增(近四季)2026-11-11下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 1.9B |
| 近 180 天 淨額 | −1.9B |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-14 | 08-18 | Boland Ryan Michael | Director | J 其他 | 3.2K | – | – | 127K | SEC |
| 2026-08-14 | 08-18 | Boland Ryan Michael | Director | J 其他 | 40.8K | – | – | 0 | SEC |
| 2026-08-04 | 08-06 | O'Konek Nathan | General Counsel & Secretary | A 獲配股票 | 103K | – | – | 103K | SEC |
| 2026-06-04 | 06-08 | Konert Kirk Michael | Director | A 獲配股票 | 3.6K | – | – | 10.3K | SEC |
| 2026-06-04 | 06-08 | Lusczakoski Jonathan Donald | Director | A 獲配股票 | 3.6K | – | – | 9.2K | SEC |
| 2026-06-04 | 06-08 | Braden Pamela Joyce | Director | A 獲配股票 | 3.6K | – | – | 31.2K | SEC |
| 2026-06-04 | 06-08 | Boland Ryan Michael | Director | A 獲配股票 | 3.6K | – | – | 7.0K | SEC |
| 2026-06-04 | 06-08 | Emerson Christopher Plummer IV | Director | A 獲配股票 | 3.6K | – | – | 7.0K | SEC |
| 2026-06-04 | 06-08 | Zurbuchen Thomas Hansueli | Director | A 獲配股票 | 3.6K | – | – | 7.8K | SEC |
| 2026-06-04 | 06-08 | McAllister Kevin G | Director | A 獲配股票 | 3.6K | – | – | 7.0K | SEC |
| 2026-06-01 | 06-03 | ROWE DAVID H. | TenPercentOwner | S 公開市場賣出 | 5.2M | 48.00 | 250M | 33.0M | SEC |
| 2026-06-01 | 06-03 | ROWE DAVID H. | TenPercentOwner | S 公開市場賣出 | 2.8M | 48.00 | 134M | 17.7M | SEC |
| 2026-06-01 | 06-03 | AEROEQUITY GP, LLC | TenPercentOwner | S 公開市場賣出 | 5.2M | 48.00 | 250M | 33.0M | SEC |
| 2026-06-01 | 06-03 | AEROEQUITY GP, LLC | TenPercentOwner | S 公開市場賣出 | 2.8M | 48.00 | 134M | 17.7M | SEC |
| 2026-06-01 | 06-03 | GREENE MICHAEL ROBERT | TenPercentOwner | S 公開市場賣出 | 5.2M | 48.00 | 250M | 33.0M | SEC |
| 2026-06-01 | 06-03 | GREENE MICHAEL ROBERT | TenPercentOwner | S 公開市場賣出 | 2.8M | 48.00 | 134M | 17.7M | SEC |
| 2026-06-01 | 06-03 | Glow NS Holdings, LLC | TenPercentOwner | S 公開市場賣出 | 5.2M | 48.00 | 250M | 33.0M | SEC |
| 2026-06-01 | 06-03 | Glow NS Holdings, LLC | TenPercentOwner | S 公開市場賣出 | 2.8M | 48.00 | 134M | 17.7M | SEC |
| 2026-06-01 | 06-03 | Glow Holdings Aggregator, LLC | TenPercentOwner | S 公開市場賣出 | 5.2M | 48.00 | 250M | 33.0M | SEC |
| 2026-06-01 | 06-03 | Glow Holdings Aggregator, LLC | TenPercentOwner | S 公開市場賣出 | 2.8M | 48.00 | 134M | 17.7M | SEC |
| 2026-05-18 | 05-19 | Wheeler David Leigh | General Counsel | M 選擇權執行 | 3.8K | 2.31 | 9K | 147K | SEC |
| 2026-05-18 | 05-19 | Wheeler David Leigh | General Counsel | S 公開市場賣出(10b5-1) | 3.8K | 45.12 | 170K | 143K | SEC |
| 2026-04-17 | 04-20 | Wheeler David Leigh | General Counsel | M 選擇權執行 | 3.8K | 2.31 | 9K | 147K | SEC |
| 2026-04-17 | 04-20 | Wheeler David Leigh | General Counsel | S 公開市場賣出(10b5-1) | 3.8K | 45.04 | 170K | 143K | SEC |
| 2026-04-08 | 04-10 | Wu Remington | Chief Accounting Officer | A 獲配股票 | 10.4K | – | – | 40.4K | SEC |
| 2026-03-23 | 03-25 | Boland Ryan Michael | Director | J 其他 | 539K | – | – | 0 | SEC |
| 2026-03-23 | 03-25 | Boland Ryan Michael | Director | J 其他 | 689K | – | – | 40.8K | SEC |
| 2026-03-23 | 03-25 | Boland Ryan Michael | Director | J 其他 | 1.6M | – | – | 0 | SEC |
| 2026-03-23 | 03-25 | Boland Ryan Michael | Director | J 其他 | 123K | – | – | 123K | SEC |
| 2026-03-19 | 03-20 | Kim Jesung | Chief Executive Officer | A 獲配股票 | 52.8K | – | – | 942K | SEC |
| 2026-03-10 | 03-12 | Ma Darren | Chief Financial Officer | A 獲配股票 | 26.6K | – | – | 261K | SEC |
| 2026-03-10 | 03-12 | Ferring Russell Shea | Chief Technology Officer | A 獲配股票 | 15.8K | – | – | 542K | SEC |
| 2026-03-10 | 03-12 | Wheeler David Leigh | General Counsel | A 獲配股票 | 25.0K | – | – | 143K | SEC |
| 2026-03-10 | 03-12 | Sanchez Ramon Gilbert | Chief Operating Officer | A 獲配股票 | 18.5K | – | – | 118K | SEC |
| 2026-02-25 | 02-27 | Boland Ryan Michael | Director | A 獲配股票 | 3.3K | – | – | 3.3K | SEC |
| 2026-02-25 | 02-27 | Weiser Marc Allen | Director | A 獲配股票 | 3.3K | – | – | 3.3K | SEC |
| 2026-02-25 | 02-27 | Zurbuchen Thomas Hansueli | Director | A 獲配股票 | 3.3K | – | – | 4.1K | SEC |
| 2026-02-25 | 02-27 | Lusczakoski Jonathan Donald | Director | A 獲配股票 | 3.3K | – | – | 5.6K | SEC |
| 2026-02-25 | 02-27 | Konert Kirk Michael | Director | A 獲配股票 | 3.3K | – | – | 6.7K | SEC |
| 2026-02-25 | 02-27 | Emerson Christopher Plummer IV | Director | A 獲配股票 | 3.3K | – | – | 3.3K | SEC |
| 2026-02-25 | 02-27 | Braden Pamela Joyce | Director | A 獲配股票 | 3.3K | – | – | 27.6K | SEC |
| 2026-02-25 | 02-27 | McAllister Kevin G | Director | A 獲配股票 | 3.3K | – | – | 3.3K | SEC |
| 2025-12-22 | 12-23 | Sanchez Ramon Gilbert | Chief Operating Officer | A 獲配股票 | 100K | – | – | 100K | SEC |
| 2025-09-24 | 11-26 | Fermon Daniel Frank | Chief Operating Officer | A 獲配股票 | 88.9K | – | – | 88.9K | SEC |
| 2025-09-24 | 11-26 | Kim Jesung | Chief Executive Officer | A 獲配股票 | 889K | – | – | 889K | SEC |
| 2025-09-24 | 11-26 | Wu Remington | Chief Accounting Officer | A 獲配股票 | 30.0K | – | – | 30.0K | SEC |
| 2025-09-24 | 11-26 | Ferring Russell Shea | Chief Technology Officer | A 獲配股票 | 217K | – | – | 526K | SEC |
| 2025-09-24 | 11-26 | Wheeler David Leigh | General Counsel | A 獲配股票 | 55.6K | – | – | 118K | SEC |
| 2025-09-24 | 11-26 | Ma Darren | Chief Financial Officer | A 獲配股票 | 222K | – | – | 234K | SEC |
| 2025-08-24 | 03-12 | Ma Darren | Chief Financial Officer | A 獲配股票 | 768 | – | – | 234K | SEC |
| 2025-08-06 | 08-19 | Lusczakoski Jonathan Donald | Director | P 公開市場買進 | 2.2K | 45.00 | 100K | 2.2K | SEC |
| 2025-08-06 | 08-08 | Lusczakoski Jonathan Donald | Director | P 公開市場買進 | 266 | 45.00 | 12K | 266 | SEC |
| 2025-08-06 | 08-08 | AE INDUSTRIAL PARTNERS STRUCTURED SOLUTIONS I, LP | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | ROWE DAVID H. | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | AEROEQUITY GP, LLC | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | GREENE MICHAEL ROBERT | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | AE CO-INVESTMENT PARTNERS FUND III-F, LP | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | Glow B Holdings, LLC | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | Glow C Holdings, LLC | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | Glow NS Holdings, LLC | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | Glow D Holdings, LLC | TenPercentOwner | P 公開市場買進 | 11.1K | 45.00 | 500K | 11.1K | SEC |
| 2025-08-06 | 08-08 | Zurbuchen Thomas Hansueli | Director | P 公開市場買進 | 800 | 45.00 | 36K | 800 | SEC |
| 2025-08-06 | 08-08 | Braden Pamela Joyce | Director | P 公開市場買進 | 8.9K | 45.00 | 400K | 24.3K | SEC |
| 2025-08-06 | 08-08 | Konert Kirk Michael | Director | P 公開市場買進 | 3.3K | 45.00 | 150K | 3.3K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| AE INDUSTRIAL PARTNERS, LP | 34.5M | 1.0B | 新進 | 新進 |
| BlackRock, Inc. | 5.9M | 174M | 新進 | 新進 |
| STATE STREET CORP | 4.2M | 123M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.6M | 106M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.1M | 90.3M | 新進 | 新進 |
| VAN ECK ASSOCIATES CORP | 3.0M | 89.6M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 2.8M | 81.2M | 新進 | 新進 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 2.7M | 79.8M | 新進 | 新進 |
| Tema ETFs LLC | 2.3M | 67.1M | 新進 | 新進 |
| Tidal Investments LLC | 2.2M | 63.7M | 新進 | 新進 |
| Phoenix Financial Ltd. | 1.8M | 53.3M | 新進 | 新進 |
| UBS Group AG | 1.6M | 47.8M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.6M | 45.6M | 新進 | 新進 |
| Capital World Investors | 1.2M | 36.4M | 新進 | 新進 |
| MORGAN STANLEY | 1.2M | 33.9M | 新進 | 新進 |
| Mirae Asset Global Investments Co., Ltd. | 1.1M | 31.0M | 新進 | 新進 |
| Marex Group Ltd | 964K | 28.4M | 新進 | 新進 |
| Invesco Ltd. | 809K | 23.8M | 新進 | 新進 |
| LBP AM SA | 759K | 22.3M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 628K | 18.5M | 新進 | 新進 |
| 文藝復興 RENAISSANCE TECHNOLOGIES LLC | 618K | 18.2M | 新進 | 新進 |
| NORTHERN TRUST CORP | 576K | 16.9M | 新進 | 新進 |
| Nuveen, LLC | 513K | 15.1M | 新進 | 新進 |
| TUDOR INVESTMENT CORP ET AL | 505K | 14.8M | 新進 | 新進 |
| Ghisallo Capital Management LLC | 500K | 14.7M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 269 +57 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 269 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 94.8M · 56.7% |
| 合計季末市值 | 2.7B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 10.8M |
|---|---|
| 與上期比 | -2.8% |
| 佔流通股數 | 6.46% |
| 日均成交量 | 2.4M |
| 回補天數 | 4.6 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 10.8M | -2.8% | 6.46% | 2.4M | 4.6 |
| 2026-08-14 | 11.1M | +1.6% | 6.65% | 3.5M | 3.2 |
| 2026-07-31 | 10.9M | -8.4% | 6.54% | 3.5M | 3.1 |
| 2026-07-15 | 12.0M | -9.4% | 7.14% | 3.4M | 3.5 |
| 2026-06-30 | 13.2M | +11.4% | 7.88% | 7.7M | 1.7 |
| 2026-06-15 | 11.8M | +3.7% | 7.07% | 8.1M | 1.5 |
| 2026-05-29 | 11.4M | +23.9% | 6.82% | 10.8M | 1.1 |
| 2026-05-15 | 9.2M | +12.9% | 5.50% | 7.0M | 1.3 |
| 2026-04-30 | 8.2M | -11.1% | 4.88% | 5.3M | 1.6 |
| 2026-04-15 | 9.2M | +17.6% | 5.48% | 8.6M | 1.1 |
| 2026-03-31 | 7.8M | +14.6% | 4.66% | 6.7M | 1.2 |
| 2026-03-13 | 6.8M | +6.0% | 4.07% | 3.7M | 1.8 |
| 2026-02-27 | 6.4M | +18.4% | 3.84% | 2.3M | 2.7 |
| 2026-02-13 | 5.4M | -6.7% | 3.24% | 3.4M | 1.6 |
| 2026-01-30 | 5.8M | +13.5% | 3.47% | 3.7M | 1.6 |
| 2026-01-15 | 5.1M | +8.6% | 3.06% | 3.7M | 1.4 |
| 2025-12-31 | 4.7M | +36.4% | 2.82% | 3.5M | 1.3 |
| 2025-12-15 | 3.5M | +18.1% | 2.07% | 2.5M | 1.4 |
| 2025-11-28 | 2.9M | +10.8% | 1.75% | 1.9M | 1.5 |
| 2025-11-14 | 2.6M | +11.2% | 1.58% | 2.6M | 1.0 |
| 2025-10-31 | 2.4M | +13.9% | 1.42% | 1.4M | 1.7 |
| 2025-10-15 | 2.1M | -0.9% | 1.25% | 3.1M | 1.0 |
| 2025-09-30 | 2.1M | +31.0% | 1.26% | 2.2M | 1.0 |
| 2025-09-15 | 1.6M | +82.9% | 0.96% | 592K | 2.7 |
| 2025-08-29 | 879K | +7.8% | 0.53% | 691K | 1.3 |
| 2025-08-15 | 816K | +100.0% | 0.49% | 4.5M | 1.0 |