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 ($12.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.75. Options: 40 managers hold calls ($1.5bn notional), 40 hold puts ($1.1bn).
Trends to Q2 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 |
| Q2 2025 | 368 |
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 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 |
| Q2 2025 | 239 | 137 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2024 | $421.6m | $282.8m | 0.67 |
| Q4 2024 | $374.5m | $251.6m | 0.67 |
| Q1 2025 | $486.8m | $386.2m | 0.79 |
| Q2 2025 | $1.5bn | $1.1bn | 0.71 |
Biggest buyers
| VANGUARD GROUP INC | Added | +3.1m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +1.3m |
| MORGAN STANLEY | Added | +1.0m |
| D. E. Shaw & Co., Inc. | Added | +891.9k |
| HRT FINANCIAL LP | New | +772.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +702.5k |
| MILLENNIUM MANAGEMENT LLC | Added | +628.2k |
| UBS Group AG | Added | +610.4k |
| Tidal Investments LLC | Added | +609.6k |
| FMR LLC | Added | +558.9k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -2.2m |
| CITADEL ADVISORS LLC | Reduced | -1.9m |
| BlackRock, Inc. | Reduced | -1.3m |
| VOYA INVESTMENT MANAGEMENT LLC | Reduced | -1.0m |
| Jump Financial, LLC | Reduced | -631.6k |
| OPPENHEIMER & CO INC | Reduced | -528.5k |
| MARSHALL WACE, LLP | Reduced | -516.6k |
| SOROS FUND MANAGEMENT LLC | Sold out | -470.0k |
| JPMORGAN CHASE & CO | Reduced | -443.8k |
| BANK OF AMERICA CORP /DE/ | Reduced | -418.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $352.0m7.5m shares |
| CITADEL ADVISORS LLC | Added | $190.4m4.1m shares |
| UBS Group AG | Unchanged | $159.3m3.4m shares |
| GROUP ONE TRADING LLC | Added | $117.6m2.5m shares |
| D. E. Shaw & Co., Inc. | Added | $101.0m2.2m shares |
| JANE STREET GROUP, LLC | Added | $100.8m2.2m shares |
| IMC-Chicago, LLC | Added | $93.2m2.0m shares |
| PEAK6 LLC | Added | $72.1m1.5m shares |
| WOLVERINE TRADING, LLC | Added | $58.4m1.2m shares |
| SIMPLEX TRADING, LLC | Added | $57.9m1.2m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $234.3m5.0m shares |
| CITADEL ADVISORS LLC | Added | $137.0m2.9m shares |
| CITIGROUP INC | Unchanged | $100.5m2.1m shares |
| JANE STREET GROUP, LLC | Added | $84.6m1.8m shares |
| SIMPLEX TRADING, LLC | Added | $82.6m1.8m shares |
| IMC-Chicago, LLC | Added | $77.7m1.7m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $57.3m1.2m shares |
| GROUP ONE TRADING LLC | Added | $53.9m1.2m shares |
| GOLDMAN SACHS GROUP INC | Reduced | $40.4m865.0k shares |
| WOLVERINE TRADING, LLC | Added | $34.7m702.3k 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 Q2 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q2 2025 | 0 | — | 3 | $7.6m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-06-16 | Gupta Shanti B. Chief Operating Officer | Sold | $418.4k10.0k shares |
| 2025-06-10 | Yao Huiwen Chief Technology Officer | Sold | $147.1k4.2k shares |
| 2025-06-09 | Wisniewski Scott President | Sold | $1.8m50.0k shares |
| 2025-06-09 | Gupta Shanti B. Chief Operating Officer | Sold | $541.2k15.0k shares |
| 2025-05-27 | Wisniewski Scott President | Sold | $3.3m25.9k shares |
| 2025-05-16 | Yao Huiwen Chief Technology Officer | Sold | $1.5m55.0k 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, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| Rakuten Group, Inc. 89.33% of their portfolio | 31.0m $1.4bn | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 17.6m $821.0m | Added +3.1m |
| BlackRock, Inc. 0.01% of their portfolio | 10.2m $476.0m | Reduced -1.3m |
| Alphabet Inc. 19.57% of their portfolio | 8.9m $417.9m | Unchanged |
| D. E. Shaw & Co., Inc. 0.27% of their portfolio | 5.9m $275.2m | Added +891.9k |
| MORGAN STANLEY 0.01% of their portfolio | 4.1m $193.9m | Added +1.0m |
| Broad Run Investment Management, LLC 26.36% of their portfolio | 3.7m $172.1m | Reduced -73.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.4m $158.4m | Reduced -241.4k |
| JANUS HENDERSON GROUP PLC 0.08% of their portfolio | 3.4m $156.8m | Reduced -154.8k |
| STATE STREET CORP 0.01% of their portfolio | 3.1m $144.1m | Reduced -416.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.18% of their portfolio | 2.5m $118.8m | Added +1.3m |
| UBS Group AG 0.02% of their portfolio | 2.1m $98.7m | Added +610.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.1m $53.6m | Reduced -91.9k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 1.1m $51.2m | Added +628.2k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 962.5k $45.0m | Reduced -101.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 935.2k $43.7m | Reduced -331.1k |
| NOMURA HOLDINGS INC 0.35% of their portfolio | 930.2k $43.5m | Added +182.8k |
| FMR LLC 0.00% of their portfolio | 850.1k $39.7m | Added +558.9k |
| Tidal Investments LLC 0.26% of their portfolio | 842.3k $39.4m | Added +609.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 815.0k $38.1m | Added +702.5k |
| HRT FINANCIAL LP 0.19% of their portfolio | 772.8k $36.1m | New |
| Bank of New York Mellon Corp 0.01% of their portfolio | 761.2k $35.6m | Added +167.4k |
| ONCE CAPITAL MANAGEMENT, LLC 9.98% of their portfolio | 690.5k $32.3m | Added +40.0k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 655.9k $30.7m | Reduced -1.0m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 655.5k $30.6m | Added +329.8k |
| Gotham Asset Management, LLC 0.17% of their portfolio | 612.2k $28.6m | Added +4.3k |
| Quadrature Capital Ltd 0.46% of their portfolio | 569.8k $26.6m | Added +359.3k |
| MASTERS CAPITAL MANAGEMENT LLC 4.50% of their portfolio | 500.0k $23.4m | Reduced -100.0k |
| Invesco Ltd. 0.00% of their portfolio | 475.5k $22.2m | Added +408.6k |
| Y-Intercept (Hong Kong) Ltd 0.53% of their portfolio | 465.5k $21.8m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 463.4k $21.7m | Reduced -418.3k |
| Key Colony Management, LLC 21.72% of their portfolio | 411.0k $19.2m | Reduced -185.0k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 402.2k $18.8m | Reduced -10.1k |
| Penserra Capital Management LLC 0.26% of their portfolio | 398.6k $18.6m | Added +303.8k |
| Nuveen, LLC 0.00% of their portfolio | 377.8k $17.7m | Reduced -28.3k |
| TWO SIGMA INVESTMENTS, LP 0.03% of their portfolio | 371.7k $17.4m | Added +320.4k |
| Weiss Asset Management LP 0.27% of their portfolio | 371.4k $17.4m | Not comparable |
| Swiss National Bank 0.01% of their portfolio | 360.7k $16.9m | Added +50.2k |
| OPPENHEIMER & CO INC 0.22% of their portfolio | 360.2k $16.8m | Reduced -528.5k |
| IHT Wealth Management, LLC 0.45% of their portfolio | 351.1k $16.4m | Added +22.5k |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 347.4k $16.2m | Reduced -17.9k |
| Driehaus Capital Management LLC 0.13% of their portfolio | 345.5k $16.1m | New |
| EVR Research LP 8.08% of their portfolio | 330.0k $15.4m | Added +40.0k |
| HighTower Advisors, LLC 0.02% of their portfolio | 316.2k $14.8m | Added +109.9k |
| DAVENPORT & Co LLC 0.08% of their portfolio | 297.2k $13.9m | New |
| Calamos Advisors LLC 0.06% of their portfolio | 288.8k $13.5m | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 273.3k $12.8m | Reduced -157.3k |
| Greenhaven Road Investment Management, L.P. 4.40% of their portfolio | 268.0k $12.5m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 260.4k $12.2m | Added +228.6k |
| WOLVERINE ASSET MANAGEMENT LLC 0.20% of their portfolio | 258.5k $12.1m | Added +226.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 255.7k $11.9m | Reduced -76.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 240.4k $11.2m | Added +160.3k |
| Squarepoint Ops LLC 0.02% of their portfolio | 239.4k $11.2m | Added +148.2k |
| SIMPLEX TRADING, LLC 0.29% of their portfolio | 233.9k $10.9m | Reduced -75.2k |
| SCOTIA CAPITAL INC. 0.05% of their portfolio | 233.0k $10.9m | Added +123.1k |
| Marex Group Ltd 0.21% of their portfolio | 231.8k $10.8m | Added +11.7k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 230.4k $10.8m | Added +82.7k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 223.1k $10.4m | Added +166.7k |
| GROUP ONE TRADING LLC 0.31% of their portfolio | 200.5k $9.4m | Added +44.8k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 192.1k $9.0m | Reduced -14.5k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 190.1k $8.9m | Reduced -50.1k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 183.2k $8.6m | Reduced -2.2m |
| Legal & General Group Plc 0.00% of their portfolio | 182.2k $8.5m | Added +33.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 179.5k $8.4m | Added +33.5k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 176.1k $8.2m | Added +93.1k |
| Cetera Investment Advisers 0.01% of their portfolio | 170.3k $8.0m | Added +60.2k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 149.3k $7.0m | Added +45.0k |
| Sender Co & Partners, Inc. 3.16% of their portfolio | 147.2k $6.9m | Reduced -148.2k |
| DNB Asset Management AS 0.03% of their portfolio | 144.7k $6.8m | Reduced -178.3k |
| WOLVERINE TRADING, LLC 0.17% of their portfolio | 138.2k $6.8m | Added +97.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 136.7k $6.4m | Reduced -1.9m |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 132.1k $6.2m | Added +102.2k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 130.1k $6.1m | Reduced -33.6k |
| Virtus Wealth Solutions LLC 1.25% of their portfolio | 129.5k $6.1m | New |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 129.0k $6.0m | Reduced -2.6k |
| Dynamic Advisor Solutions LLC 0.19% of their portfolio | 128.8k $6.0m | Added +11.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 128.5k $6.0m | Reduced -4.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 124.5k $5.8m | Reduced -443.8k |
| Sculptor Capital LP 0.09% of their portfolio | 114.6k $5.4m | Reduced -200 |
| Headlands Technologies LLC 0.63% of their portfolio | 112.8k $5.3m | Added +7.7k |
| Salvus Wealth Management, LLC 2.91% of their portfolio | 106.8k $5.0m | Reduced -2.0k |
| Virtu Financial LLC 0.25% of their portfolio | 106.7k $5.0m | Added +47.9k |
| Baird Financial Group, Inc. 0.01% of their portfolio | 100.5k $4.7m | Reduced -2.1k |
| ALGERT GLOBAL LLC 0.10% of their portfolio | 99.7k $4.7m | Added +43.8k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.12% of their portfolio | 96.4k $4.5m | Added +34.6k |
| Chicago Partners Investment Group LLC 0.16% of their portfolio | 96.2k $5.7m | Added +8.2k |
| TWINBEECH CAPITAL LP 0.10% of their portfolio | 94.8k $4.4m | New |
| IMC-Chicago, LLC 0.11% of their portfolio | 94.7k $4.4m | Added +9.9k |
| LPL Financial LLC 0.00% of their portfolio | 91.1k $4.3m | Added +21.0k |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 86.6k $4.0m | Added +18.9k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 86.1k $4.0m | Added +220 |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 80.5k $3.8m | New |
| NewEdge Advisors, LLC 0.02% of their portfolio | 79.3k $3.7m | Reduced -549 |
| Yarbrough Capital, LLC 0.13% of their portfolio | 77.6k $3.6m | Added +35.0k |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 77.2k $3.6m | Added +9.4k |
| Brevan Howard Capital Management LP 0.04% of their portfolio | 73.5k $3.4m | New |
| 1832 Asset Management L.P. 0.01% of their portfolio | 73.0k $3.4m | New |
| Dakota Wealth Management 0.07% of their portfolio | 72.2k $3.4m | Reduced -58.6k |
| SG Americas Securities, LLC 0.01% of their portfolio | 71.0k $3.3m | Added +41.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 68.9k $3.2m | Added +26.5k |