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 ($15.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $49.12. Options: 37 managers hold calls ($1.8bn notional), 44 hold puts ($1.4bn).
Trends to Q3 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 |
| Q3 2025 | 393 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q3 2025 | 262 | 135 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2024 | $374.5m | $251.6m | 0.67 |
| Q1 2025 | $486.8m | $386.2m | 0.79 |
| Q2 2025 | $1.5bn | $1.1bn | 0.71 |
| Q3 2025 | $1.8bn | $1.4bn | 0.76 |
Biggest buyers
| VANGUARD GROUP INC | Added | +2.4m |
| UBS Group AG | Added | +1.8m |
| WELLS FARGO & COMPANY/MN | Added | +1.7m |
| Marex Group Ltd | Added | +1.0m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +967.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +731.9k |
| JANE STREET GROUP, LLC | Added | +695.3k |
| Driehaus Capital Management LLC | Added | +680.3k |
| STATE STREET CORP | Added | +517.7k |
| BlackRock, Inc. | Added | +490.7k |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -2.6m |
| MORGAN STANLEY | Reduced | -912.4k |
| Tidal Investments LLC | Reduced | -815.8k |
| HRT FINANCIAL LP | Sold out | -772.8k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -710.7k |
| Quadrature Capital Ltd | Sold out | -569.8k |
| JANUS HENDERSON GROUP PLC | Reduced | -552.5k |
| Y-Intercept (Hong Kong) Ltd | Reduced | -378.7k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -344.7k |
| EVR Research LP | Sold out | -330.0k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $483.8m9.9m shares |
| UBS Group AG | Added | $245.6m5.0m shares |
| CITADEL ADVISORS LLC | Reduced | $184.4m3.8m shares |
| D. E. Shaw & Co., Inc. | Added | $136.3m2.8m shares |
| GROUP ONE TRADING LLC | Added | $133.7m2.7m shares |
| JANE STREET GROUP, LLC | Added | $110.2m2.2m shares |
| PEAK6 LLC | Added | $104.7m2.1m shares |
| IMC-Chicago, LLC | Reduced | $79.7m1.6m shares |
| WOLVERINE TRADING, LLC | Added | $64.8m1.3m shares |
| SIMPLEX TRADING, LLC | Reduced | $54.4m1.1m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $267.0m5.4m shares |
| CITADEL ADVISORS LLC | Added | $228.9m4.7m shares |
| CITIGROUP INC | Unchanged | $105.5m2.1m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $95.6m1.9m shares |
| JANE STREET GROUP, LLC | Reduced | $86.9m1.8m shares |
| IMC-Chicago, LLC | Added | $85.5m1.7m shares |
| WELLS FARGO & COMPANY/MN | New | $82.0m1.7m shares |
| SIMPLEX TRADING, LLC | Reduced | $75.0m1.5m shares |
| GROUP ONE TRADING LLC | Reduced | $52.4m1.1m shares |
| WOLVERINE TRADING, LLC | Added | $43.6m893.0k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 0 | — | 2 | $3.4m | $1.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-09-16 | Yao Huiwen Chief Technology Officer | Sold plan | $1.6m40.0k shares |
| 2025-09-03 | Yao Huiwen Chief Technology Officer | Sold | $768.6k16.0k shares |
| 2025-08-26 | Johnson Andrew Martin CFO and CLO | Sold | $1.0m20.0k 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, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| Rakuten Group, Inc. 99.42% of their portfolio | 31.0m $1.5bn | Unchanged |
| VANGUARD GROUP INC 0.01% of their portfolio | 19.9m $977.7m | Added +2.4m |
| BlackRock, Inc. 0.01% of their portfolio | 10.7m $524.0m | Added +490.7k |
| Alphabet Inc. 18.22% of their portfolio | 8.9m $438.9m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.1m $202.3m | Added +731.9k |
| UBS Group AG 0.04% of their portfolio | 3.9m $193.7m | Added +1.8m |
| STATE STREET CORP 0.01% of their portfolio | 3.6m $176.7m | Added +517.7k |
| Broad Run Investment Management, LLC 28.58% of their portfolio | 3.6m $174.6m | Reduced -125.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.25% of their portfolio | 3.5m $172.3m | Added +967.8k |
| D. E. Shaw & Co., Inc. 0.13% of their portfolio | 3.3m $161.4m | Reduced -2.6m |
| MORGAN STANLEY 0.01% of their portfolio | 3.2m $158.8m | Reduced -912.4k |
| JANUS HENDERSON GROUP PLC 0.06% of their portfolio | 2.8m $137.5m | Reduced -552.5k |
| Clear Street Group Inc. 0.44% of their portfolio | 1.8m $90.1m | First filing |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.8m $88.5m | Added +1.7m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 1.4m $67.7m | Added +232.3k |
| Marex Group Ltd 0.78% of their portfolio | 1.3m $62.6m | Added +1.0m |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.1m $54.2m | Added +168.8k |
| Driehaus Capital Management LLC 0.36% of their portfolio | 1.0m $50.3m | Added +680.3k |
| JANE STREET GROUP, LLC 0.05% of their portfolio | 925.7k $45.4m | Added +695.3k |
| NOMURA HOLDINGS INC 0.20% of their portfolio | 912.1k $44.8m | Reduced -18.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 864.1k $42.4m | Reduced -98.3k |
| Gotham Asset Management, LLC 0.18% of their portfolio | 843.7k $41.4m | Added +231.5k |
| FMR LLC 0.00% of their portfolio | 793.9k $39.0m | Reduced -56.3k |
| ONCE CAPITAL MANAGEMENT, LLC 10.53% of their portfolio | 790.5k $38.8m | Added +100.0k |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 782.0k $38.4m | Added +434.6k |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 701.8k $34.4m | Added +441.4k |
| FIRST TRUST ADVISORS LP 0.02% of their portfolio | 642.4k $31.5m | Added +240.2k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 623.0k $30.6m | Reduced -138.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 609.0k $29.9m | Reduced -47.0k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 539.8k $26.5m | Reduced -275.2k |
| OPPENHEIMER & CO INC 0.32% of their portfolio | 533.0k $26.2m | Added +172.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 521.4k $25.6m | Added +58.0k |
| MASTERS CAPITAL MANAGEMENT LLC 3.94% of their portfolio | 500.0k $24.5m | Unchanged |
| SIMPLEX TRADING, LLC 0.53% of their portfolio | 487.1k $23.9m | Added +253.3k |
| IMC-Chicago, LLC 0.41% of their portfolio | 476.4k $23.4m | Added +381.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 440.4k $21.6m | Added +354.3k |
| CITADEL ADVISORS LLC 0.02% of their portfolio | 437.9k $21.5m | Added +301.2k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 433.4k $20.9m | Added +429.7k |
| Penserra Capital Management LLC 0.25% of their portfolio | 419.6k $20.6m | Added +21.0k |
| GROUP ONE TRADING LLC 0.61% of their portfolio | 418.9k $20.6m | Added +218.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 411.8k $20.2m | Reduced -243.6k |
| Nuveen, LLC 0.01% of their portfolio | 389.0k $19.1m | Added +11.2k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 385.2k $18.9m | Reduced -710.7k |
| Swiss National Bank 0.01% of their portfolio | 385.0k $18.9m | Added +24.3k |
| Jump Financial, LLC 0.24% of their portfolio | 379.2k $18.6m | Added +362.2k |
| Key Colony Management, LLC 24.97% of their portfolio | 375.0k $18.4m | Reduced -36.0k |
| IHT Wealth Management, LLC 0.46% of their portfolio | 368.8k $18.1m | Added +17.7k |
| Greenhaven Road Investment Management, L.P. 6.67% of their portfolio | 329.1k $16.2m | Added +61.1k |
| SCOTIA CAPITAL INC. 0.07% of their portfolio | 322.0k $15.8m | Added +89.0k |
| California Public Employees Retirement System 0.01% of their portfolio | 318.5k $15.6m | New |
| Capital Research Global Investors 0.00% of their portfolio | 307.2k $15.1m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 306.8k $15.1m | Added +182.3k |
| HighTower Advisors, LLC 0.02% of their portfolio | 306.3k $15.0m | Reduced -9.9k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 284.0k $13.9m | Added +10.8k |
| DNB Asset Management AS 0.05% of their portfolio | 272.7k $13.4m | Added +127.9k |
| WOLVERINE ASSET MANAGEMENT LLC 0.18% of their portfolio | 256.4k $12.6m | Reduced -2.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 237.4k $11.6m | Reduced -3.0k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 230.5k $11.3m | Added +7.4k |
| X-Square Capital, LLC 3.50% of their portfolio | 228.2k $11.2m | Added +187.2k |
| Cetera Investment Advisers 0.01% of their portfolio | 217.0k $10.6m | Added +46.6k |
| Invesco Ltd. 0.00% of their portfolio | 213.1k $10.5m | Reduced -262.4k |
| Jain Global LLC 0.13% of their portfolio | 210.6k $10.3m | Added +191.0k |
| Verition Fund Management LLC 0.06% of their portfolio | 208.4k $10.2m | Added +146.5k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 206.9k $10.2m | Added +14.8k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 191.7k $9.4m | Added +42.4k |
| BANK OF NOVA SCOTIA 0.02% of their portfolio | 189.6k $9.3m | Reduced -418 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 187.2k $9.2m | Added +7.7k |
| Legal & General Group Plc 0.00% of their portfolio | 184.1k $9.0m | Added +1.9k |
| WOLVERINE TRADING, LLC 0.17% of their portfolio | 169.8k $8.3m | Added +31.5k |
| Squarepoint Ops LLC 0.02% of their portfolio | 160.0k $7.9m | Reduced -79.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 156.1k $7.7m | Reduced -99.5k |
| Dynamic Advisor Solutions LLC 0.20% of their portfolio | 143.0k $7.0m | Added +14.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 137.7k $6.8m | New |
| Sender Co & Partners, Inc. 2.59% of their portfolio | 136.4k $6.7m | Reduced -10.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 135.0k $6.6m | Added +2.9k |
| LPL Financial LLC 0.00% of their portfolio | 131.8k $6.5m | Added +40.7k |
| BARCLAYS PLC 0.00% of their portfolio | 131.5k $6.5m | Added +86.3k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.15% of their portfolio | 126.7k $6.2m | Added +30.3k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 124.9k $6.1m | Added +61.7k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 123.7k $6.1m | Reduced -6.4k |
| TUDOR INVESTMENT CORP ET AL 0.04% of their portfolio | 123.6k $6.1m | New |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 114.1k $5.6m | Added +113.8k |
| Privium Fund Management B.V. 0.97% of their portfolio | 110.0k $5.4m | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% of their portfolio | 108.0k $5.3m | Added +50.5k |
| Salvus Wealth Management, LLC 2.84% of their portfolio | 103.7k $5.1m | Reduced -3.1k |
| Chicago Partners Investment Group LLC 0.21% of their portfolio | 103.5k $8.1m | Added +7.4k |
| Yarbrough Capital, LLC 0.15% of their portfolio | 99.4k $4.9m | Added +21.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 96.4k $4.7m | Added +27.5k |
| EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio | 95.6k $4.7m | New |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 95.1k $4.7m | Reduced -81.0k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 91.1k $4.5m | Added +11.9k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 89.7k $4.4m | Added +21.7k |
| WINTON GROUP Ltd 0.16% of their portfolio | 87.0k $4.3m | New |
| Y-Intercept (Hong Kong) Ltd 0.10% of their portfolio | 86.8k $4.3m | Reduced -378.7k |
| Treasurer of the State of North Carolina 0.01% of their portfolio | 86.5k $4.2m | Added +6.0k |
| ALGERT GLOBAL LLC 0.07% of their portfolio | 86.2k $4.2m | Reduced -13.6k |
| Police & Firemen's Retirement System of New Jersey 0.03% of their portfolio | 86.0k $4.2m | Added +20.5k |
| SG Americas Securities, LLC 0.02% of their portfolio | 85.5k $4.2m | Added +14.5k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio | 78.8k $3.9m | Reduced -50.2k |
| Walleye Capital LLC 0.03% of their portfolio | 76.7k $3.8m | New |