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 ($19.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $72.66. Options: 49 managers hold calls ($3.0bn notional), 41 hold puts ($1.6bn).
Trends to Q4 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 |
| Q4 2025 | 539 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2025 | 368 | 134 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2025 | $486.8m | $386.2m | 0.79 |
| Q2 2025 | $1.5bn | $1.1bn | 0.71 |
| Q3 2025 | $1.8bn | $1.4bn | 0.76 |
| Q4 2025 | $3.0bn | $1.6bn | 0.54 |
Biggest buyers
| Marex Group Ltd | Added | +1.6m |
| Clear Street Group Inc. | Added | +1.6m |
| VANGUARD GROUP INC | Added | +1.6m |
| MORGAN STANLEY | Added | +1.4m |
| BlackRock, Inc. | Added | +1.3m |
| Focus Partners Wealth | Added | +1.3m |
| ALLIANCEBERNSTEIN L.P. | Added | +889.7k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +863.6k |
| WELLINGTON MANAGEMENT GROUP LLP | New | +768.4k |
| CITADEL ADVISORS LLC | Added | +575.8k |
Biggest sellers
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -2.8m |
| Broad Run Investment Management, LLC | Reduced | -2.0m |
| D. E. Shaw & Co., Inc. | Reduced | -1.9m |
| Driehaus Capital Management LLC | Reduced | -779.4k |
| WELLS FARGO & COMPANY/MN | Reduced | -620.2k |
| UBS Group AG | Reduced | -496.5k |
| ROYAL BANK OF CANADA | Reduced | -405.2k |
| Jump Financial, LLC | Sold out | -379.2k |
| WOLVERINE ASSET MANAGEMENT LLC | Sold out | -256.4k |
| DEUTSCHE BANK AG\ | Reduced | -227.2k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $970.0m13.4m shares |
| CITADEL ADVISORS LLC | Added | $356.0m4.9m shares |
| GROUP ONE TRADING LLC | Added | $253.9m3.5m shares |
| D. E. Shaw & Co., Inc. | Added | $225.9m3.1m shares |
| UBS Group AG | Reduced | $224.8m3.1m shares |
| JANE STREET GROUP, LLC | Added | $177.4m2.4m shares |
| IMC-Chicago, LLC | Added | $157.9m2.2m shares |
| HSBC HOLDINGS PLC | New | $90.1m1.2m shares |
| PEAK6 LLC | Reduced | $87.1m1.2m shares |
| SIMPLEX TRADING, LLC | Added | $85.3m1.2m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $339.8m4.7m shares |
| CITADEL ADVISORS LLC | Reduced | $338.5m4.7m shares |
| JANE STREET GROUP, LLC | Added | $236.8m3.3m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Added | $165.6m2.3m shares |
| WELLS FARGO & COMPANY/MN | Reduced | $77.0m1.1m shares |
| GOLDMAN SACHS GROUP INC | New | $76.4m1.1m shares |
| Walleye Trading LLC | Added | $56.8m781.9k shares |
| HSBC HOLDINGS PLC | New | $32.9m447.6k shares |
| LAKEWOOD CAPITAL MANAGEMENT, LP | New | $31.7m436.0k shares |
| PEAK6 LLC | Added | $30.4m418.8k 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 Q4 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2025 | 2 | $187.2k | 4 | $4.7m | $2.9m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2025-12-24 | LARSON KEITH R Director · By IRA | Bought plan | $50.0k625 shares |
| 2025-12-17 | LARSON KEITH R Director · By IRA | Bought plan | $50.1k715 shares |
| 2025-12-10 | Gupta Shanti B. Chief Operating Officer | Sold | $773.4k10.0k shares |
| 2025-12-10 | LARSON KEITH R Director · by IRA | Bought plan | $49.1k675 shares |
| 2025-12-09 | AMERICAN TOWER CORP /MA/ Member of 10% owner group · See Explanation of Responses | Sold | $159.6m2.3m shares |
| 2025-12-05 | Yao Huiwen Chief Technology Officer | Sold plan | $2.9m40.0k shares |
| 2025-12-05 | Bernal Maya Chief Accounting Officer | Sold | $442.6k6.0k shares |
| 2025-11-26 | Johnson Andrew Martin CFO and CLO | Sold | $560.0k10.0k shares |
| 2025-11-20 | Cisneros Adriana Director · By Entity | Bought | $38.1k750 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, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| Rakuten Group, Inc. 99.70% of their portfolio | 31.0m $2.3bn | Unchanged |
| VANGUARD GROUP INC 0.02% of their portfolio | 21.5m $1.6bn | Added +1.6m |
| BlackRock, Inc. 0.01% of their portfolio | 11.9m $867.6m | Added +1.3m |
| Alphabet Inc. 25.18% of their portfolio | 8.9m $649.6m | Unchanged |
| Vodafone Ventures Ltd 100.00% of their portfolio | 5.5m $397.4m | First filing |
| MORGAN STANLEY 0.02% of their portfolio | 4.7m $338.6m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.5m $328.7m | Added +402.5k |
| STATE STREET CORP 0.01% of their portfolio | 4.0m $287.0m | Added +350.7k |
| UBS Group AG 0.05% of their portfolio | 3.4m $250.6m | Reduced -496.5k |
| Clear Street Group Inc. 1.31% of their portfolio | 3.4m $250.2m | Added +1.6m |
| Marex Group Ltd 2.27% of their portfolio | 2.9m $210.1m | Added +1.6m |
| NORGES BANK 0.02% of their portfolio | 2.7m $198.3m | Not comparable |
| JANUS HENDERSON GROUP PLC 0.09% of their portfolio | 2.7m $193.9m | Reduced -132.2k |
| Broad Run Investment Management, LLC 21.20% of their portfolio | 1.6m $114.2m | Reduced -2.0m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.5m $105.4m | Added +70.5k |
| D. E. Shaw & Co., Inc. 0.08% of their portfolio | 1.4m $102.0m | Reduced -1.9m |
| Focus Partners Wealth 0.10% of their portfolio | 1.3m $92.0m | Added +1.3m |
| JANE STREET GROUP, LLC 0.11% of their portfolio | 1.3m $91.5m | Added +334.0k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.2m $85.9m | Reduced -620.2k |
| FMR LLC 0.00% of their portfolio | 1.2m $84.8m | Added +374.1k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.2m $84.4m | Added +57.4k |
| FIRST TRUST ADVISORS LP 0.06% of their portfolio | 1.2m $83.7m | Added +510.1k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.1m $81.7m | Added +260.3k |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 1.0m $74.1m | Added +863.6k |
| CITADEL ADVISORS LLC 0.05% of their portfolio | 1.0m $73.6m | Added +575.8k |
| NOMURA HOLDINGS INC 0.20% of their portfolio | 963.8k $70.0m | Added +51.8k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 947.3k $68.8m | Added +889.7k |
| Gotham Asset Management, LLC 0.22% of their portfolio | 825.5k $60.0m | Reduced -18.2k |
| ONCE CAPITAL MANAGEMENT, LLC 14.48% of their portfolio | 790.5k $57.4m | Unchanged |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 768.4k $55.8m | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 751.2k $54.6m | Added +211.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 738.9k $53.7m | Reduced -2.8m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 689.1k $50.0m | Added +66.1k |
| IMC-Chicago, LLC 0.88% of their portfolio | 689.0k $50.0m | Added +212.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 684.2k $49.7m | Added +162.8k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 671.4k $49.4m | Added +238.0k |
| VAN ECK ASSOCIATES CORP 0.04% of their portfolio | 665.0k $48.3m | Reduced -117.1k |
| NEUBERGER BERMAN GROUP LLC 0.03% of their portfolio | 545.8k $39.6m | Added +354.1k |
| OPPENHEIMER & CO INC 0.54% of their portfolio | 527.8k $38.3m | Reduced -5.2k |
| VOYA INVESTMENT MANAGEMENT LLC 0.04% of their portfolio | 518.8k $37.7m | Reduced -90.2k |
| MASTERS CAPITAL MANAGEMENT LLC 5.02% of their portfolio | 500.0k $36.3m | Unchanged |
| Nuveen, LLC 0.01% of their portfolio | 480.6k $34.9m | Added +91.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 470.7k $34.2m | Added +58.8k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 450.7k $32.8m | Added +10.3k |
| Swiss National Bank 0.02% of their portfolio | 429.2k $31.2m | Added +44.2k |
| SIMPLEX TRADING, LLC 0.86% of their portfolio | 422.9k $30.7m | Reduced -64.3k |
| Penserra Capital Management LLC 0.32% of their portfolio | 373.2k $27.1m | Reduced -46.4k |
| IHT Wealth Management, LLC 0.65% of their portfolio | 370.7k $26.9m | Added +1.9k |
| California Public Employees Retirement System 0.02% of their portfolio | 369.4k $26.8m | Added +50.8k |
| HighTower Advisors, LLC 0.03% of their portfolio | 327.7k $23.8m | Added +21.4k |
| SCOTIA CAPITAL INC. 0.09% of their portfolio | 323.3k $23.5m | Added +1.3k |
| Invesco Ltd. 0.00% of their portfolio | 312.6k $22.7m | Added +99.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 296.6k $21.5m | Reduced -405.2k |
| GROUP ONE TRADING LLC 0.60% of their portfolio | 277.7k $20.2m | Reduced -141.2k |
| Greenhaven Road Investment Management, L.P. 8.66% of their portfolio | 275.2k $20.0m | Reduced -53.9k |
| Defiance ETFs, LLC 0.67% of their portfolio | 272.6k $20.4m | First filing |
| MARSHALL WACE, LLP 0.02% of their portfolio | 264.6k $19.2m | Added +242.3k |
| Burkehill Global Management, LP 1.20% of their portfolio | 250.0k $18.2m | New |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 249.6k $18.1m | Added +12.2k |
| Cetera Investment Advisers 0.02% of their portfolio | 248.4k $18.0m | Added +31.4k |
| Driehaus Capital Management LLC 0.12% of their portfolio | 246.4k $17.9m | Reduced -779.4k |
| Quadrature Capital Ltd 0.18% of their portfolio | 245.2k $17.8m | New |
| Verition Fund Management LLC 0.10% of their portfolio | 244.3k $17.7m | Added +35.9k |
| Legal & General Group Plc 0.00% of their portfolio | 232.4k $16.9m | Added +48.3k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 227.4k $16.5m | Added +20.6k |
| Capula Management Ltd 0.11% of their portfolio | 223.2k $16.2m | Not comparable |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 218.9k $15.9m | Reduced -11.6k |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 214.2k $15.6m | Added +191.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 212.7k $15.4m | Reduced -94.1k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 208.9k $15.2m | Reduced -176.3k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 206.8k $15.0m | Added +19.6k |
| Capital Research Global Investors 0.00% of their portfolio | 204.4k $14.8m | Reduced -102.8k |
| LPL Financial LLC 0.00% of their portfolio | 192.8k $14.0m | Added +61.0k |
| DNB Asset Management AS 0.05% of their portfolio | 187.1k $13.6m | Reduced -85.5k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 181.2k $13.2m | Added +46.2k |
| X-Square Capital, LLC 4.05% of their portfolio | 170.3k $12.4m | Reduced -57.8k |
| Polar Capital Holdings Plc 0.05% of their portfolio | 164.5k $11.9m | New |
| ALGERT GLOBAL LLC 0.17% of their portfolio | 153.3k $11.1m | Added +67.1k |
| Dynamic Advisor Solutions LLC 0.35% of their portfolio | 149.9k $10.9m | Added +6.9k |
| Privium Fund Management B.V. 1.94% of their portfolio | 145.0k $10.5m | Added +35.0k |
| Man Group plc 0.02% of their portfolio | 140.9k $10.2m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 129.1k $9.4m | Added +4.2k |
| Amundi 0.00% of their portfolio | 124.5k $9.0m | Added +121.0k |
| Rockefeller Capital Management L.P. 0.01% of their portfolio | 113.7k $8.3m | Added +18.6k |
| BARCLAYS PLC 0.00% of their portfolio | 113.1k $8.2m | Reduced -18.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 112.3k $8.2m | Added +15.9k |
| INDEPENDENT FINANCIAL GROUP, LLC 0.18% of their portfolio | 110.9k $8.1m | Reduced -15.8k |
| Brevan Howard Capital Management LP 0.15% of their portfolio | 110.5k $8.0m | New |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 110.4k $8.0m | Reduced -13.3k |
| Chicago Partners Investment Group LLC 0.29% of their portfolio | 103.0k $11.7m | Reduced -555 |
| SBI Securities Co., Ltd. 0.19% of their portfolio | 101.7k $7.4m | Added +37.6k |
| SEVEN GRAND MANAGERS, LLC 0.55% of their portfolio | 100.0k $7.3m | New |
| Yarbrough Capital, LLC 0.22% of their portfolio | 99.4k $7.2m | Unchanged |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 96.3k $7.0m | Added +6.6k |
| Police & Firemen's Retirement System of New Jersey 0.06% of their portfolio | 93.5k $6.8m | Added +7.5k |
| DLD Asset Management, LP 0.70% of their portfolio | 92.9k $6.7m | Added +64.9k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 92.8k $6.7m | Added +1.7k |
| Treasurer of the State of North Carolina 0.02% of their portfolio | 92.2k $6.7m | Added +5.7k |
| Creek Drive Management Group LLC 4.68% of their portfolio | 87.6k $6.4m | First filing |
| Spear Advisors LLC 4.42% of their portfolio | 86.9k $6.3m | First filing |