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 ($29.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $82.78. Options: 53 managers hold calls ($3.1bn notional), 38 hold puts ($1.5bn).
Trends to Q1 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 |
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 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 |
| Q1 2026 | 438 | 197 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $1.5bn | $1.1bn | 0.71 |
| Q3 2025 | $1.8bn | $1.4bn | 0.76 |
| Q4 2025 | $3.0bn | $1.6bn | 0.54 |
| Q1 2026 | $3.1bn | $1.5bn | 0.47 |
Biggest buyers
| BlackRock, Inc. | Added | +2.6m |
| D. E. Shaw & Co., Inc. | Added | +2.0m |
| STATE STREET CORP | Added | +1.6m |
| GOLDMAN SACHS GROUP INC | Added | +1.2m |
| FMR LLC | Added | +1.1m |
| UBS Group AG | Added | +1.1m |
| BANK OF AMERICA CORP /DE/ | Added | +960.0k |
| Legal & General Group Plc | Added | +582.0k |
| VAN ECK ASSOCIATES CORP | Added | +442.2k |
| DEUTSCHE BANK AG\ | Added | +425.6k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.5m |
| JANE STREET GROUP, LLC | Reduced | -1.2m |
| NOMURA HOLDINGS INC | Reduced | -743.2k |
| IMC-Chicago, LLC | Reduced | -659.4k |
| HSBC HOLDINGS PLC | Reduced | -536.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | -496.6k |
| SIMPLEX TRADING, LLC | Reduced | -366.6k |
| WELLS FARGO & COMPANY/MN | Reduced | -326.4k |
| CITADEL ADVISORS LLC | Reduced | -314.0k |
| GROUP ONE TRADING LLC | Reduced | -265.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $927.9m11.2m shares |
| CITADEL ADVISORS LLC | Added | $498.8m6.0m shares |
| JANE STREET GROUP, LLC | Added | $266.5m3.2m shares |
| IMC-Chicago, LLC | Added | $262.0m3.2m shares |
| UBS Group AG | Added | $257.0m3.1m shares |
| GROUP ONE TRADING LLC | Reduced | $220.0m2.7m shares |
| HSBC HOLDINGS PLC | Added | $109.6m1.4m shares |
| D. E. Shaw & Co., Inc. | Reduced | $95.2m1.1m shares |
| Caption Management, LLC | Reduced | $77.9m940.0k shares |
| Walleye Trading LLC | Reduced | $69.0m833.2k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $406.1m4.9m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $298.5m3.6m shares |
| CITADEL ADVISORS LLC | Reduced | $287.2m3.5m shares |
| GOLDMAN SACHS GROUP INC | Added | $104.4m1.3m shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $65.8m794.6k shares |
| WELLS FARGO & COMPANY/MN | Reduced | $58.0m699.4k shares |
| Walleye Trading LLC | Reduced | $35.6m430.1k shares |
| Point72 Asset Management, L.P. | Added | $30.2m364.1k shares |
| D. E. Shaw & Co., Inc. | Reduced | $25.1m303.2k shares |
| Hudson Bay Capital Management LP | New | $24.9m300.0k 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 Q1 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 |
|---|---|---|---|---|---|
| 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 |
| Q1 2026 | 0 | — | 1 | $3.6m | $3.6m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-23 | Yao Huiwen Chief Technology Officer | Sold plan | $3.6m40.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| Rakuten Group, Inc. 99.83% of their portfolio | 31.0m $2.6bn | Unchanged |
| BlackRock, Inc. 0.02% of their portfolio | 14.5m $1.2bn | Added +2.6m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 11.5m $952.1m | First filing |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.05% of their portfolio | 11.0m $915.2m | First filing |
| Alphabet Inc. 18.46% of their portfolio | 8.9m $741.1m | Unchanged |
| STATE STREET CORP 0.02% of their portfolio | 5.6m $462.9m | Added +1.6m |
| Vodafone Ventures Ltd 100.00% of their portfolio | 5.5m $453.4m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 4.8m $394.2m | Added +242.5k |
| UBS Group AG 0.07% of their portfolio | 4.5m $376.5m | Added +1.1m |
| D. E. Shaw & Co., Inc. 0.22% of their portfolio | 3.4m $284.8m | Added +2.0m |
| Clear Street Group Inc. 1.58% of their portfolio | 3.4m $280.9m | Reduced -55.2k |
| MORGAN STANLEY 0.02% of their portfolio | 3.2m $264.7m | Reduced -1.5m |
| Marex Group Ltd 2.27% of their portfolio | 2.6m $218.8m | Reduced -252.0k |
| JANUS HENDERSON GROUP PLC 0.10% of their portfolio | 2.6m $218.3m | Reduced -35.3k |
| GOLDMAN SACHS GROUP INC 0.03% of their portfolio | 2.3m $191.7m | Added +1.2m |
| FMR LLC 0.01% of their portfolio | 2.3m $188.6m | Added +1.1m |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 1.6m $136.3m | Added +960.0k |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 1.6m $131.0m | First filing |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.6m $128.9m | Added +104.5k |
| Broad Run Investment Management, LLC 21.35% of their portfolio | 1.5m $121.2m | Reduced -108.7k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.4m $119.5m | Added +281.1k |
| FIRST TRUST ADVISORS LP 0.08% of their portfolio | 1.3m $109.1m | Added +164.3k |
| Focus Partners Wealth 0.12% of their portfolio | 1.3m $104.4m | Reduced -10.2k |
| VAN ECK ASSOCIATES CORP 0.07% of their portfolio | 1.1m $91.8m | Added +442.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.06% of their portfolio | 1.1m $91.2m | Added +81.2k |
| ALLIANCEBERNSTEIN L.P. 0.02% of their portfolio | 1.0m $74.4m | Added +76.8k |
| WELLS FARGO & COMPANY/MN 0.01% of their portfolio | 856.4k $71.0m | Reduced -326.4k |
| NEUBERGER BERMAN GROUP LLC 0.05% of their portfolio | 855.3k $70.9m | Added +309.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 845.2k $70.0m | Added +374.5k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 837.6k $69.4m | Added +148.5k |
| Legal & General Group Plc 0.02% of their portfolio | 814.4k $67.5m | Added +582.0k |
| ONCE CAPITAL MANAGEMENT, LLC 17.53% of their portfolio | 790.5k $65.5m | Unchanged |
| Gotham Asset Management, LLC 0.20% of their portfolio | 780.2k $64.7m | Reduced -45.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 730.4k $60.5m | Reduced -38.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.06% of their portfolio | 704.3k $58.4m | Added +185.5k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 699.7k $58.0m | Reduced -314.0k |
| Penserra Capital Management LLC 0.65% of their portfolio | 663.9k $55.0m | Added +290.7k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 663.1k $55.0m | Reduced -88.1k |
| Swiss National Bank 0.03% of their portfolio | 660.3k $54.7m | Added +231.1k |
| Invesco Ltd. 0.01% of their portfolio | 640.8k $53.1m | Added +328.1k |
| OPPENHEIMER & CO INC 0.64% of their portfolio | 636.6k $52.8m | Added +108.9k |
| Capital Research Global Investors 0.01% of their portfolio | 515.9k $42.7m | Added +311.5k |
| MASTERS CAPITAL MANAGEMENT LLC 6.12% of their portfolio | 500.0k $41.4m | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 499.9k $41.4m | Added +250.3k |
| Nuveen, LLC 0.01% of their portfolio | 496.5k $41.1m | Added +15.9k |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 491.8k $40.6m | Added +41.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 482.4k $40.0m | Added +425.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio | 417.8k $34.6m | New |
| Calamos Advisors LLC 0.12% of their portfolio | 386.1k $32.0m | Added +376.4k |
| IHT Wealth Management, LLC 0.74% of their portfolio | 380.7k $31.5m | Added +10.0k |
| Defiance ETFs, LLC 0.45% of their portfolio | 374.7k $31.0m | Added +102.1k |
| Man Group plc 0.06% of their portfolio | 351.7k $29.1m | Added +210.8k |
| California Public Employees Retirement System 0.02% of their portfolio | 350.9k $29.1m | Reduced -18.4k |
| HighTower Advisors, LLC 0.03% of their portfolio | 327.5k $27.1m | Reduced -174 |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 326.1k $27.0m | Added +29.5k |
| Quantinno Capital Management LP 0.04% of their portfolio | 305.9k $25.4m | Added +288.4k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.12% of their portfolio | 288.1k $23.9m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 287.7k $23.8m | Added +286.2k |
| SCOTIA CAPITAL INC. 0.10% of their portfolio | 285.2k $23.6m | Reduced -38.0k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 276.9k $22.9m | Added +58.0k |
| Polar Capital Holdings Plc 0.10% of their portfolio | 276.5k $22.9m | Added +112.0k |
| Savvy Advisors, Inc. 0.60% of their portfolio | 270.9k $22.4m | New |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 263.9k $21.9m | Added +36.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 261.7k $21.7m | Added +54.9k |
| LPL Financial LLC 0.01% of their portfolio | 255.3k $21.2m | Added +62.5k |
| Driehaus Capital Management LLC 0.15% of their portfolio | 246.0k $20.4m | Reduced -409 |
| Cetera Investment Advisers 0.02% of their portfolio | 243.6k $20.2m | Reduced -4.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.03% of their portfolio | 242.3k $20.1m | Reduced -496.6k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 239.2k $19.8m | Reduced -25.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 236.4k $19.6m | Added +236.0k |
| BARCLAYS PLC 0.01% of their portfolio | 232.1k $19.2m | Added +119.0k |
| Greenhaven Road Investment Management, L.P. 12.84% of their portfolio | 225.2k $18.7m | Reduced -50.0k |
| Amundi 0.01% of their portfolio | 223.8k $18.5m | Added +99.2k |
| NOMURA HOLDINGS INC 0.15% of their portfolio | 220.7k $18.3m | Reduced -743.2k |
| Vanguard Investments Australia, Ltd. 0.05% of their portfolio | 214.1k $17.7m | First filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 194.6k $16.1m | Added +13.4k |
| LBP AM SA 0.21% of their portfolio | 184.1k $15.3m | New |
| BANK OF MONTREAL /CAN/ 0.01% of their portfolio | 173.6k $14.4m | Reduced -40.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 170.2k $12.6m | Reduced -42.5k |
| TUDOR INVESTMENT CORP ET AL 0.07% of their portfolio | 164.7k $13.6m | New |
| Walleye Capital LLC 0.08% of their portfolio | 162.7k $13.5m | Added +88.5k |
| Dynamic Advisor Solutions LLC 0.40% of their portfolio | 151.8k $12.6m | Added +1.9k |
| Privium Fund Management B.V. 2.50% of their portfolio | 145.0k $12.0m | Unchanged |
| Korea Investment CORP 0.02% of their portfolio | 139.9k $11.6m | New |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 134.9k $11.0m | Reduced -536.5k |
| SBI Securities Co., Ltd. 0.30% of their portfolio | 131.4k $10.9m | Added +29.7k |
| Verition Fund Management LLC 0.10% of their portfolio | 128.8k $10.7m | Reduced -115.5k |
| Raiffeisen Bank International AG 0.14% of their portfolio | 128.0k $9.4m | New |
| DNB Asset Management AS 0.04% of their portfolio | 124.9k $10.3m | Reduced -62.2k |
| Corient Private Wealth LP 0.01% of their portfolio | 123.3k $10.1m | Added +69.9k |
| CITIGROUP INC 0.01% of their portfolio | 123.2k $10.2m | Added +83.2k |
| United Capital Management of KS, Inc. 1.50% of their portfolio | 119.3k $9.9m | New |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 117.3k $9.7m | Reduced -11.8k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 114.5k $9.5m | Added +83.7k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.01% of their portfolio | 113.1k $9.4m | First filing |
| Rockefeller Capital Management L.P. 0.02% of their portfolio | 112.5k $9.3m | Reduced -1.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 112.3k $9.3m | Unchanged |
| Chicago Partners Investment Group LLC 0.20% of their portfolio | 108.2k $9.2m | Added +5.3k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 107.9k $8.9m | First filing |
| KLP KAPITALFORVALTNING AS 0.03% of their portfolio | 104.6k $8.7m | Added +56.4k |