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 ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $22.78. Options: 29 managers hold calls ($486.8m notional), 33 hold puts ($386.2m).
Trends to Q1 2025
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 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 85 | 47 |
| Q3 2023 | 59 | 45 |
| Q4 2023 | 63 | 50 |
| Q1 2024 | 85 | 46 |
| Q2 2024 | 107 | 71 |
| Q3 2024 | 193 | 67 |
| Q4 2024 | 158 | 100 |
| Q1 2025 | 181 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $114.6m | $54.0m | 0.47 |
| Q3 2024 | $421.6m | $282.8m | 0.67 |
| Q4 2024 | $374.5m | $251.6m | 0.67 |
| Q1 2025 | $486.8m | $386.2m | 0.79 |
Biggest buyers
| Alphabet Inc. | New | +8.9m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.6m |
| D. E. Shaw & Co., Inc. | Added | +971.8k |
| CITADEL ADVISORS LLC | Added | +794.1k |
| BANK OF AMERICA CORP /DE/ | Added | +726.3k |
| BlackRock, Inc. | Added | +704.5k |
| Jump Financial, LLC | New | +648.6k |
| SOROS FUND MANAGEMENT LLC | New | +470.0k |
| Key Colony Management, LLC | Added | +400.0k |
| MARSHALL WACE, LLP | Added | +366.7k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -931.2k |
| VANGUARD GROUP INC | Reduced | -526.1k |
| T. Rowe Price Investment Management, Inc. | Reduced | -451.8k |
| NATIONAL BANK OF CANADA /FI/ | Reduced | -348.7k |
| NOMURA HOLDINGS INC | Reduced | -313.7k |
| LPL Financial LLC | Reduced | -284.7k |
| TWINBEECH CAPITAL LP | Sold out | -222.0k |
| JPMORGAN CHASE & CO | Reduced | -207.1k |
| MASTERS CAPITAL MANAGEMENT LLC | Reduced | -200.0k |
| FORA Capital, LLC | Sold out | -181.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $115.6m5.1m shares |
| UBS Group AG | New | $77.5m3.4m shares |
| GROUP ONE TRADING LLC | Reduced | $39.5m1.7m shares |
| JANE STREET GROUP, LLC | Added | $35.8m1.6m shares |
| D. E. Shaw & Co., Inc. | Reduced | $32.4m1.4m shares |
| CITADEL ADVISORS LLC | Added | $32.3m1.4m shares |
| PEAK6 LLC | Added | $25.8m1.1m shares |
| IMC-Chicago, LLC | Added | $22.8m1.0m shares |
| WOLVERINE TRADING, LLC | Added | $22.5m936.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $22.1m972.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $59.0m2.6m shares |
| CITIGROUP INC | Added | $48.9m2.1m shares |
| CITADEL ADVISORS LLC | Added | $47.3m2.1m shares |
| GOLDMAN SACHS GROUP INC | Added | $43.8m1.9m shares |
| SIMPLEX TRADING, LLC | Added | $35.8m1.6m shares |
| JANE STREET GROUP, LLC | Added | $23.6m1.0m shares |
| WOLVERINE ASSET MANAGEMENT LLC | New | $21.8m959.9k shares |
| IMC-Chicago, LLC | Added | $20.5m902.0k shares |
| GROUP ONE TRADING LLC | Reduced | $14.7m644.4k shares |
| WOLVERINE TRADING, LLC | Reduced | $10.2m422.8k 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 in Q1 2025
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 |
|---|---|---|---|---|---|
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 1 | $129.9k | 2 | $2.1m | — |
| Q4 2024 | 0 | — | 1 | $1.1m | — |
| Q1 2025 | 0 | — | 4 | $7.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-03-17 | Wisniewski Scott President | Sold | $4.5m47.0k shares |
| 2025-03-17 | Wisniewski Scott President | Sold | $1.0m35.9k shares |
| 2025-03-17 | Gupta Shanti B. Chief Operating Officer | Sold | $683.9k24.4k shares |
| 2025-03-10 | Torres Julio A. Director | Sold | $614.6k20.0k shares |
| 2025-03-10 | RUBIN RONALD L Director | Sold | $227.2k7.0k 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, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| Rakuten Group, Inc. 84.39% of their portfolio | 31.0m $705.4m | First filing |
| VANGUARD GROUP INC 0.01% of their portfolio | 14.5m $328.8m | Reduced -526.1k |
| BlackRock, Inc. 0.01% of their portfolio | 11.5m $261.5m | Added +704.5k |
| Alphabet Inc. 12.90% of their portfolio | 8.9m $203.4m | New |
| D. E. Shaw & Co., Inc. 0.13% of their portfolio | 5.0m $113.6m | Added +971.8k |
| Broad Run Investment Management, LLC 14.26% of their portfolio | 3.8m $85.4m | Reduced -17.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.6m $82.6m | Added +132.8k |
| JANUS HENDERSON GROUP PLC 0.05% of their portfolio | 3.5m $84.4m | Reduced -126.1k |
| STATE STREET CORP 0.00% of their portfolio | 3.5m $79.6m | Added +64.4k |
| MORGAN STANLEY 0.01% of their portfolio | 3.1m $71.0m | Added +32.5k |
| T. Rowe Price Investment Management, Inc. 0.04% of their portfolio | 2.4m $53.9m | Reduced -451.8k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 2.0m $46.3m | Added +794.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 1.7m $38.4m | Added +1.6m |
| UBS Group AG 0.01% of their portfolio | 1.5m $34.1m | Added +332.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.3m $28.8m | Added +33.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.2m $28.2m | Reduced -27.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 1.2m $27.8m | Reduced -931.2k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 1.1m $24.2m | Added +250.9k |
| OPPENHEIMER & CO INC 0.31% of their portfolio | 888.7k $20.2m | Added +34.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 881.7k $20.0m | Added +726.3k |
| NOMURA HOLDINGS INC 0.09% of their portfolio | 747.4k $17.0m | Reduced -313.7k |
| ONCE CAPITAL MANAGEMENT, LLC 6.75% of their portfolio | 650.5k $14.8m | Added +150.0k |
| Jump Financial, LLC 0.22% of their portfolio | 648.6k $14.7m | New |
| Gotham Asset Management, LLC 0.12% of their portfolio | 607.9k $13.8m | Added +93.0k |
| MASTERS CAPITAL MANAGEMENT LLC 2.89% of their portfolio | 600.0k $13.6m | Reduced -200.0k |
| Key Colony Management, LLC 21.18% of their portfolio | 596.0k $13.6m | Added +400.0k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 593.7k $13.5m | Reduced -47.9k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 574.3k $13.1m | Added +366.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 568.2k $12.9m | Reduced -207.1k |
| SOROS FUND MANAGEMENT LLC 0.19% of their portfolio | 470.0k $10.7m | New |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 467.6k $10.6m | Added +65.0k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 430.6k $9.8m | Added +217.4k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 412.3k $9.4m | Added +42.7k |
| Nuveen, LLC 0.00% of their portfolio | 406.0k $9.2m | First filing |
| VAN ECK ASSOCIATES CORP 0.01% of their portfolio | 365.4k $8.3m | Added +106.6k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 331.7k $7.5m | First filing |
| IHT Wealth Management, LLC 0.23% of their portfolio | 328.6k $7.5m | Added +46.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 325.6k $7.4m | Added +49.8k |
| DNB Asset Management AS 0.03% of their portfolio | 323.0k $7.3m | Added +144.7k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 320.8k $7.3m | New |
| Swiss National Bank 0.00% of their portfolio | 310.5k $7.1m | Reduced -3.5k |
| SIMPLEX TRADING, LLC 0.25% of their portfolio | 309.1k $7.0m | Added +36.9k |
| Sender Co & Partners, Inc. 4.99% of their portfolio | 295.4k $6.7m | Added +91.4k |
| FMR LLC 0.00% of their portfolio | 291.2k $6.6m | Added +64.5k |
| EVR Research LP 2.98% of their portfolio | 290.0k $6.6m | New |
| BANK OF NOVA SCOTIA 0.01% of their portfolio | 240.1k $5.5m | New |
| Tidal Investments LLC 0.04% of their portfolio | 232.6k $5.3m | Added +218.3k |
| Verition Fund Management LLC 0.03% of their portfolio | 225.4k $5.1m | Added +163.5k |
| Marex Group Ltd 0.10% of their portfolio | 220.1k $5.0m | Reduced -60.0k |
| Quadrature Capital Ltd 0.11% of their portfolio | 210.4k $4.8m | New |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 206.5k $4.7m | Reduced -10.2k |
| HighTower Advisors, LLC 0.01% of their portfolio | 206.3k $4.7m | Added +131.2k |
| BARCLAYS PLC 0.00% of their portfolio | 170.1k $3.9m | Reduced -86.8k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 163.7k $3.7m | Reduced -1.5k |
| GROUP ONE TRADING LLC 0.15% of their portfolio | 155.7k $3.5m | Added +150.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 150.6k $3.5m | Added +135.0k |
| Magnetar Financial LLC 0.04% of their portfolio | 150.0k $3.4m | Added +63.7k |
| Legal & General Group Plc 0.00% of their portfolio | 149.1k $3.4m | Added +740 |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 147.6k $3.4m | Reduced -116.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 146.0k $3.3m | Reduced -1.4k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 135.0k $3.1m | Reduced -6.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 133.0k $3.0m | Added +15.2k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 131.6k $3.0m | Added +52.8k |
| Dakota Wealth Management 0.07% of their portfolio | 130.8k $3.0m | New |
| Dynamic Advisor Solutions LLC 0.09% of their portfolio | 116.8k $2.7m | Added +34.9k |
| ExodusPoint Capital Management, LP 0.03% of their portfolio | 116.3k $2.6m | Reduced -111.3k |
| Sculptor Capital LP 0.06% of their portfolio | 114.8k $2.6m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 112.5k $2.6m | Added +6.6k |
| CITIGROUP INC 0.00% of their portfolio | 111.9k $2.5m | Reduced -15.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 110.2k $2.5m | Added +23.5k |
| SCOTIA CAPITAL INC. 0.01% of their portfolio | 109.9k $2.5m | Added +40.1k |
| Salvus Wealth Management, LLC 1.55% of their portfolio | 108.8k $2.5m | Added +182 |
| Headlands Technologies LLC 0.27% of their portfolio | 105.1k $2.4m | New |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 104.4k $2.4m | Added +19.7k |
| Baird Financial Group, Inc. 0.00% of their portfolio | 102.6k $2.3m | Added +73.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 95.8k $2.2m | Reduced -12.6k |
| Penserra Capital Management LLC 0.04% of their portfolio | 94.8k $2.2m | Reduced -5.1k |
| Informed Momentum Co LLC 0.37% of their portfolio | 93.0k $2.1m | Added +4.5k |
| Squarepoint Ops LLC 0.01% of their portfolio | 91.3k $2.1m | Reduced -94.9k |
| IPG Investment Advisors LLC 0.47% of their portfolio | 91.2k $2.1m | Added +24.9k |
| Chicago Partners Investment Group LLC 0.07% of their portfolio | 87.9k $2.2m | Added +26.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 87.7k $2.0m | Added +3.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 85.9k $2.0m | Added +36.2k |
| IMC-Chicago, LLC 0.07% of their portfolio | 84.8k $1.9m | Added +34.9k |
| INTECH INVESTMENT MANAGEMENT LLC 0.02% of their portfolio | 84.1k $1.9m | Added +22.4k |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 83.0k $1.9m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 80.1k $1.8m | Added +16.1k |
| CAXTON ASSOCIATES LLP 0.06% of their portfolio | 79.9k $1.8m | First filing |
| NewEdge Advisors, LLC 0.01% of their portfolio | 79.8k $1.8m | Added +45.7k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 79.8k $1.8m | Added +3.5k |
| MetLife Investment Management, LLC 0.01% of their portfolio | 79.3k $1.8m | Reduced -2.2k |
| Skaana Management L.P. 0.80% of their portfolio | 76.3k $1.7m | New |
| LPL Financial LLC 0.00% of their portfolio | 70.0k $1.6m | Reduced -284.7k |
| Neo Ivy Capital Management 0.49% of their portfolio | 68.0k $1.5m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 67.8k $1.5m | Added +30.1k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 67.7k $1.5m | Reduced -12.6k |
| ENCOMPASS WEALTH ADVISORS, LLC 0.62% of their portfolio | 67.3k $1.5m | Added +31.1k |
| Invesco Ltd. 0.00% of their portfolio | 66.9k $1.5m | Reduced -3.7k |
| Advisory Services Network, LLC 0.03% of their portfolio | 66.3k $1.5m | Added +9.8k |
| Corebridge Financial, Inc. 0.01% of their portfolio | 65.6k $1.5m | Reduced -973 |