AST SPACEMOBILE INC ASTS
COM CL A · Common Stock · CUSIP 00217D100 · ISIN US00217D1000
American satellite manufacturer
- SectorCommunication
- IndustryCommunications Services, NEC
- HeadquartersMidland, TX
- Founded2017
- Websiteast-science.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($37.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $88.81. Options: 68 managers hold calls ($4.3bn notional), 42 hold puts ($2.4bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 86 |
| Q4 2022 | 108 |
| Q1 2023 | 105 |
| Q2 2023 | 133 |
| Q3 2023 | 125 |
| Q4 2023 | 131 |
| Q1 2024 | 143 |
| Q2 2024 | 175 |
| Q3 2024 | 257 |
| Q4 2024 | 267 |
| Q1 2025 | 291 |
| Q2 2025 | 368 |
| Q3 2025 | 393 |
| Q4 2025 | 539 |
| Q1 2026 | 687 |
| Q2 2026 | 751 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 193 | 67 |
| Q4 2024 | 158 | 100 |
| Q1 2025 | 181 | 104 |
| Q2 2025 | 239 | 137 |
| Q3 2025 | 262 | 135 |
| Q4 2025 | 368 | 134 |
| Q1 2026 | 438 | 197 |
| Q2 2026 | 526 | 241 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.8bn | $1.4bn | 0.76 |
| Q4 2025 | $3.0bn | $1.6bn | 0.54 |
| Q1 2026 | $3.1bn | $1.5bn | 0.47 |
| Q2 2026 | $4.3bn | $2.4bn | 0.56 |
Biggest buyers
| MORGAN STANLEY | Added | +4.1m |
| Marex Group Ltd | Added | +3.6m |
| JANE STREET GROUP, LLC | Added | +3.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +2.3m |
| UBS Group AG | Added | +2.1m |
| GOLDMAN SACHS GROUP INC | Added | +1.6m |
| VAN ECK ASSOCIATES CORP | Added | +1.1m |
| Tidal Investments LLC | Added | +1.0m |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +1.0m |
| STATE STREET CORP | Added | +948.4k |
Biggest sellers
| Rakuten Group, Inc. | Reduced | -15.5m |
| D. E. Shaw & Co., Inc. | Reduced | -2.5m |
| FMR LLC | Reduced | -1.5m |
| Clear Street Group Inc. | Reduced | -974.2k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -941.7k |
| WELLS FARGO & COMPANY/MN | Reduced | -666.8k |
| CITADEL ADVISORS LLC | Reduced | -666.6k |
| Capital Research Global Investors | Sold out | -515.9k |
| BANK OF AMERICA CORP /DE/ | Reduced | -453.1k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -379.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.4bn15.7m shares |
| CITADEL ADVISORS LLC | Added | $739.7m8.3m shares |
| JANE STREET GROUP, LLC | Added | $442.7m5.0m shares |
| IMC-Chicago, LLC | Added | $334.4m3.8m shares |
| GROUP ONE TRADING LLC | Added | $252.1m2.8m shares |
| Marex Group Ltd | Added | $228.8m2.6m shares |
| UBS Group AG | Reduced | $186.7m2.1m shares |
| D. E. Shaw & Co., Inc. | Added | $112.7m1.3m shares |
| HSBC HOLDINGS PLC | Reduced | $107.0m1.2m shares |
| Caption Management, LLC | Added | $92.4m1.0m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $492.8m5.5m shares |
| CITADEL ADVISORS LLC | Added | $489.1m5.5m shares |
| JANE STREET GROUP, LLC | Reduced | $418.3m4.7m shares |
| GOLDMAN SACHS GROUP INC | Added | $353.3m4.0m shares |
| CITIGROUP INC | Added | $164.4m1.9m shares |
| BARCLAYS PLC | Added | $157.2m1.8m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $72.5m815.8k shares |
| Walleye Trading LLC | Added | $69.4m780.8k shares |
| WS MANAGEMENT LLLP | Added | $24.0m270.0k shares |
| HSBC HOLDINGS PLC | Unchanged | $23.0m257.6k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
Avellan Abel Antonio
13D · may seek influence
no change · filed 2026-06-23
Stated purposeItem 4 of the Schedule 13D is hereby amended to include the following: On June 22, 2026, AA Gables 2, LLC ("AA Gables 2"), a Delaware limited liability company of which the Reporting Person is the sole member and managing member, entered into a variable prepaid forward transaction with an unaffiliated dealer covering up to a maximum of 2,500,000 shares of Class A Common Stock. The Reporting Person entered into the transaction for personal financial planning purposes, including to provide liquidity for taxes and other general purposes, while retaining voting rights in the pledged securities during the term of the transaction, as described in Item 6. The information set forth in Item 6 of this Amendment No. 18, including, without limitation, information as to the rights and obligations of … Full filing |
20.8% |
| BlackRock, Inc. 13G · institution +0.7 pts · filed 2026-10-27 | 5.4% |
Mikitani Hiroshi
13D · may seek influence
-1.9 pts · filed 2026-05-05
Stated purposeItem 4 of the Original Schedule 13D is hereby amended to add the following: The Trading Plan has been completed. All Sale Shares have been sold pursuant to the Trading Plan. Full filing |
5.3% |
| Vodafone Ventures Ltd 13D · may seek influence -1.0 pts · filed 2026-02-17 | 5.0% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26), AMERICAN TOWER CORP /MA/ (0.8%, 2025-12-11)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $1.1m | — |
| Q1 2025 | 0 | — | 4 | $7.0m | — |
| Q2 2025 | 0 | — | 3 | $7.6m | — |
| Q3 2025 | 0 | — | 2 | $3.4m | $1.6m |
| Q4 2025 | 2 | $187.2k | 4 | $4.7m | $2.9m |
| Q1 2026 | 0 | — | 1 | $3.6m | $3.6m |
| Q2 2026 | 0 | — | 3 | $9.7m | $3.9m |
| Q3 2026 | 1 | $619.2k | 2 | $3.1m | $2.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-16 | Yao Huiwen Chief Technology Officer | Sold plan | $2.4m40.0k shares |
| 2026-09-16 | Gupta Shanti B. Chief Operating Officer | Sold | $706.7k12.0k shares |
| 2026-08-31 | Cisneros Adriana Director · By Entity | Bought | $499.8k8.8k shares |
| 2026-08-31 | Cisneros Adriana Director · By Spouse | Bought | $80.0k1.4k shares |
| 2026-08-31 | Cisneros Adriana Director · By Child | Bought | $39.4k670 shares |
| 2026-06-11 | Johnson Andrew Martin CFO and CLO, director | Sold | $4.3m45.8k shares |
| 2026-06-05 | Yao Huiwen Chief Technology Officer | Sold plan | $3.9m40.0k shares |
| 2026-05-20 | Johnson Andrew Martin CFO and CLO, director | Sold | $451.2k5.0k shares |
| 2026-05-13 | Torres Julio A. Director | Sold | $1.1m15.0k shares |
| 2026-04-15 | Rakuten Group, Inc. +2 10% owner · See footnote | Sold | $116.4m1.4m shares |
| 2026-04-14 | Rakuten Group, Inc. +2 10% owner · See footnote | Sold | $154.5m1.7m shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Rakuten Group, Inc. 99.68% of their portfolio | 15.5m $1.4bn | Reduced -15.5m |
| BlackRock, Inc. 0.02% of their portfolio | 15.3m $1.4bn | Added +756.2k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 13.3m $1.2bn | Added +2.3m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 12.5m $1.1bn | Added +1.0m |
| Alphabet Inc. 0.80% of their portfolio | 8.9m $794.7m | Unchanged |
| MORGAN STANLEY 0.03% of their portfolio | 7.3m $650.3m | Added +4.1m |
| UBS Group AG 0.09% of their portfolio | 6.6m $586.7m | Added +2.1m |
| STATE STREET CORP 0.02% of their portfolio | 6.5m $580.6m | Added +948.4k |
| Marex Group Ltd 4.11% of their portfolio | 6.2m $552.7m | Added +3.6m |
| Vodafone Ventures Ltd 100.00% of their portfolio | 5.5m $486.2m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 5.1m $453.1m | Added +340.0k |
| GOLDMAN SACHS GROUP INC 0.04% of their portfolio | 3.9m $344.1m | Added +1.6m |
| JANE STREET GROUP, LLC 0.20% of their portfolio | 3.6m $318.5m | Added +3.6m |
| NORGES BANK 0.03% of their portfolio | 3.3m $296.3m | Not comparable |
| Clear Street Group Inc. 0.68% of their portfolio | 2.4m $214.6m | Reduced -974.2k |
| VAN ECK ASSOCIATES CORP 0.12% of their portfolio | 2.2m $194.7m | Added +1.1m |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.7m $150.6m | Added +114.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.6m $145.8m | Added +85.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.6m $141.6m | Added +150.8k |
| Broad Run Investment Management, LLC 19.91% of their portfolio | 1.5m $129.4m | Reduced -7.1k |
| Jupiter Topco LLC 0.05% of their portfolio | 1.3m $119.3m | First filing |
| Focus Partners Wealth 0.12% of their portfolio | 1.3m $113.5m | Added +17.9k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.2m $105.8m | Reduced -453.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.1m $97.4m | Added +433.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 1.1m $96.8m | Reduced -11.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 1.1m $94.6m | Added +219.8k |
| Tidal Investments LLC 0.23% of their portfolio | 1.0m $93.2m | Added +1.0m |
| VOYA INVESTMENT MANAGEMENT LLC 0.08% of their portfolio | 1.0m $92.4m | Added +335.3k |
| Tema ETFs LLC 2.88% of their portfolio | 1.0m $89.2m | First filing |
| Nuveen, LLC 0.02% of their portfolio | 991.8k $88.1m | Added +495.3k |
| D. E. Shaw & Co., Inc. 0.05% of their portfolio | 978.9k $87.0m | Reduced -2.5m |
| Penserra Capital Management LLC 0.66% of their portfolio | 971.3k $86.3m | Added +307.3k |
| FIRST TRUST ADVISORS LP 0.05% of their portfolio | 969.7k $86.2m | Reduced -347.1k |
| Mirae Asset Global Investments Co., Ltd. 0.16% of their portfolio | 939.1k $83.5m | Added +930.2k |
| Legal & General Group Plc 0.02% of their portfolio | 887.3k $78.8m | Added +72.8k |
| IMC-Chicago, LLC 0.68% of their portfolio | 836.0k $74.3m | Added +806.5k |
| ONCE CAPITAL MANAGEMENT, LLC 14.23% of their portfolio | 816.5k $72.6m | Added +26.0k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 816.1k $72.5m | Reduced -39.3k |
| Gotham Asset Management, LLC 0.16% of their portfolio | 782.4k $69.5m | Added +2.2k |
| FMR LLC 0.00% of their portfolio | 781.4k $69.4m | Reduced -1.5m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 764.2k $67.9m | Reduced -73.4k |
| Swiss National Bank 0.03% of their portfolio | 670.9k $59.6m | Added +10.6k |
| FEDERATED HERMES, INC. 0.07% of their portfolio | 580.5k $51.6m | Added +580.0k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 548.4k $48.7m | Added +56.6k |
| OPPENHEIMER & CO INC 0.49% of their portfolio | 516.6k $45.9m | Reduced -120.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio | 513.2k $45.6m | Added +95.3k |
| MASTERS CAPITAL MANAGEMENT LLC 6.25% of their portfolio | 500.0k $44.4m | Unchanged |
| Invesco Ltd. 0.00% of their portfolio | 496.2k $44.1m | Reduced -144.5k |
| Defiance ETFs, LLC 0.57% of their portfolio | 471.6k $40.6m | Added +96.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.04% of their portfolio | 456.6k $40.6m | Added +214.3k |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 427.2k $38.0m | Reduced -72.7k |
| California Public Employees Retirement System 0.02% of their portfolio | 416.9k $37.0m | Added +66.0k |
| IHT Wealth Management, LLC 0.78% of their portfolio | 404.8k $36.0m | Added +24.1k |
| LPL Financial LLC 0.01% of their portfolio | 400.1k $35.6m | Added +144.8k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 399.3k $35.5m | Reduced -83.1k |
| HighTower Advisors, LLC 0.03% of their portfolio | 383.4k $34.1m | Added +55.9k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 375.1k $33.3m | Added +49.0k |
| Amundi 0.01% of their portfolio | 355.2k $31.6m | Added +131.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 354.8k $31.5m | Added +93.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 350.7k $31.2m | Reduced -379.7k |
| Quantinno Capital Management LP 0.03% of their portfolio | 326.3k $29.0m | Added +20.4k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 325.8k $29.0m | Added +48.9k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 317.5k $28.3m | Added +182.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 315.0k $28.0m | Added +141.3k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.13% of their portfolio | 303.7k $27.0m | Added +15.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 298.6k $26.5m | Added +34.7k |
| SCOTIA CAPITAL INC. 0.10% of their portfolio | 290.5k $25.8m | Added +5.3k |
| Jain Global LLC 0.29% of their portfolio | 276.4k $24.6m | Added +270.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 273.6k $24.3m | Added +37.2k |
| CANTOR FITZGERALD, L. P. 0.24% of their portfolio | 272.9k $24.2m | New |
| Savvy Advisors, Inc. 0.50% of their portfolio | 265.3k $23.6m | Reduced -5.5k |
| NOMURA HOLDINGS INC 0.10% of their portfolio | 263.1k $23.4m | Added +42.4k |
| Cetera Investment Advisers 0.02% of their portfolio | 258.2k $22.9m | Added +14.6k |
| BARCLAYS PLC 0.01% of their portfolio | 256.5k $22.8m | Added +24.4k |
| X-Square Capital, LLC 5.67% of their portfolio | 251.5k $22.4m | Added +199.7k |
| Vanguard Investments Australia, Ltd. 0.05% of their portfolio | 245.9k $21.9m | Added +31.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 225.6k $20.0m | Added +31.0k |
| SG Americas Securities, LLC 0.01% of their portfolio | 222.0k $19.7m | Added +146.8k |
| COMMERCE BANK 0.08% of their portfolio | 212.7k $18.9m | New |
| Sender Co & Partners, Inc. 7.92% of their portfolio | 211.6k $18.8m | Added +175.8k |
| CITIGROUP INC 0.01% of their portfolio | 202.7k $18.0m | Added +79.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 200.8k $18.5m | Added +30.6k |
| United Capital Management of KS, Inc. 2.33% of their portfolio | 199.9k $17.8m | Added +80.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 192.6k $17.1m | New |
| Calamos Advisors LLC 0.06% of their portfolio | 190.9k $17.0m | Reduced -195.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 189.6k $16.9m | Reduced -666.8k |
| NISSAY ASSET MANAGEMENT CORP /JAPAN 0.07% of their portfolio | 184.4k $16.4m | Added +155.0k |
| Raiffeisen Bank International AG 0.19% of their portfolio | 181.5k $15.8m | Added +53.5k |
| AVIVA PLC 0.02% of their portfolio | 179.6k $16.0m | Added +75.0k |
| Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio | 176.8k $15.7m | Added +104.4k |
| Dynamic Advisor Solutions LLC 0.43% of their portfolio | 171.0k $15.2m | Added +19.1k |
| DNB Asset Management AS 0.04% of their portfolio | 151.3k $13.4m | Added +26.4k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 146.0k $13.0m | Added +45.4k |
| Privium Fund Management B.V. 2.37% of their portfolio | 145.0k $12.9m | Unchanged |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 140.3k $12.5m | Added +27.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 137.0k $12.2m | Added +24.7k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 133.5k $11.9m | Added +50.6k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 130.1k $11.6m | Added +16.9k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 123.3k $11.0m | Added +6.0k |
| Chicago Partners Investment Group LLC 0.14% of their portfolio | 122.0k $7.2m | Added +13.7k |