BLACKSKY TECHNOLOGY INC BKSY
CL A NEW · Common Stock · CUSIP 09263B207 · ISIN US09263B2079
- SectorTechnology
- IndustryRadio & Tv Broadcasting & Communications Equipment
- HeadquartersHerndon, VA
- 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 ($14.7k this quarter). Holder counts are more reliable. Shares outstanding: 40.9m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $27.93. Options: 12 managers hold calls ($65.7m notional), 16 hold puts ($34.4m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2024 | 74 |
| Q4 2024 | 92 |
| Q1 2025 | 107 |
| Q2 2025 | 128 |
| Q3 2025 | 150 |
| Q4 2025 | 163 |
| Q1 2026 | 182 |
| Q2 2026 | 227 |
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 2024 | 64 | 23 |
| Q1 2025 | 60 | 37 |
| Q2 2025 | 72 | 43 |
| Q3 2025 | 93 | 48 |
| Q4 2025 | 90 | 67 |
| Q1 2026 | 102 | 65 |
| Q2 2026 | 146 | 72 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $26.5m | $18.8m | 0.71 |
| Q4 2025 | $25.2m | $19.8m | 0.78 |
| Q1 2026 | $41.5m | $20.0m | 0.48 |
| Q2 2026 | $65.7m | $34.4m | 0.52 |
Biggest buyers
| Tidal Investments LLC | New | +1.4m |
| Driehaus Capital Management LLC | New | +1.0m |
| MORGAN STANLEY | Added | +581.0k |
| BlackRock, Inc. | Added | +553.1k |
| CITADEL ADVISORS LLC | New | +471.8k |
| JANE STREET GROUP, LLC | Added | +426.8k |
| Trexquant Investment LP | Added | +400.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +369.3k |
| VAN ECK ASSOCIATES CORP | Added | +363.8k |
| D. E. Shaw & Co., Inc. | New | +362.6k |
Biggest sellers
| Bank of New York Mellon Corp | Reduced | -1.3m |
| AWM Investment Company, Inc. | Reduced | -525.6k |
| LBP AM SA | Reduced | -393.1k |
| Daiwa Securities Group Inc. | Reduced | -340.2k |
| Cercano Management LLC | Reduced | -311.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. | Reduced | -215.5k |
| Jump Financial, LLC | Reduced | -186.8k |
| DEUTSCHE BANK AG\ | Reduced | -141.7k |
| Patriot Financial Group Insurance Agency, LLC | Reduced | -113.4k |
| Nuveen, LLC | Reduced | -94.6k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $31.1m1.1m shares |
| IMC-Chicago, LLC | Added | $10.0m357.8k shares |
| CITADEL ADVISORS LLC | Added | $8.3m298.2k shares |
| JANE STREET GROUP, LLC | Added | $5.4m195.1k shares |
| GROUP ONE TRADING LLC | Added | $5.0m177.8k shares |
| Point72 Asset Management, L.P. | Reduced | $2.0m72.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $1.3m47.9k shares |
| D. E. Shaw & Co., Inc. | Reduced | $834.8k29.9k shares |
| ExodusPoint Capital Management, LP | New | $558.6k20.0k shares |
| Walleye Capital LLC | New | $527.7k18.9k shares |
Biggest puts
| JANE STREET GROUP, LLC | Added | $7.4m264.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $6.7m238.7k shares |
| CITADEL ADVISORS LLC | Added | $5.0m178.7k shares |
| Crawford Fund Management, LLC | Reduced | $3.0m106.0k shares |
| ADVENT CAPITAL MANAGEMENT /DE/ | New | $2.8m100.0k shares |
| WOLVERINE ASSET MANAGEMENT LLC | Reduced | $2.8m100.0k shares |
| IMC-Chicago, LLC | Added | $1.7m62.3k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $1.5m52.8k shares |
| Point72 Asset Management, L.P. | Reduced | $1.0m35.9k shares |
| Walleye Capital LLC | New | $806.9k28.9k 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 |
|---|---|
| BlackRock, Inc. 13G · institution +1.2 pts · filed 2025-10-17 | 6.5% |
Fell to 5% or below in the last year: Mithril LP (0.0%, 2026-08-20), Bank of New York Mellon Corp (1.8%, 2026-07-29), VANGUARD GROUP INC (0.0%, 2026-03-26), AWM Investment Company, Inc. (4.8%, 2026-02-13)
Insider purchases and sales since 1 Apr 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 |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 10 | $267.1k | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 4 | $1.5m | — |
| Q4 2025 | 0 | — | 4 | $721.0k | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 3 | $1.4m | — |
| Q3 2026 | 0 | — | 3 | $3.0m | $1.2m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | O'Toole Brian E CEO and President, director | Sold plan | $457.6k20.0k shares |
| 2026-09-21 | Lin Christiana L General Counsel & CAO | Sold plan | $138.6k6.0k shares |
| 2026-09-21 | Dubois Henry Edward Chief Financial Officer | Sold plan | $91.9k4.0k shares |
| 2026-09-11 | O'Toole Brian E CEO and President, director | Sold | $1.2m56.3k shares |
| 2026-09-11 | Dubois Henry Edward Chief Financial Officer | Sold | $319.0k15.2k shares |
| 2026-09-11 | Lin Christiana L General Counsel & CAO | Sold | $273.4k13.1k shares |
| 2026-09-09 | O'Toole Brian E CEO and President, director | Sold plan | $436.6k20.0k shares |
| 2026-08-28 | Dubois Henry Edward Chief Financial Officer | Sold plan | $95.1k4.0k shares |
| 2026-06-10 | O'Toole Brian E CEO and President, director | Sold | $529.0k15.5k shares |
| 2026-06-10 | Dubois Henry Edward Chief Financial Officer | Sold | $502.9k14.7k shares |
| 2026-06-10 | Lin Christiana L General Counsel & CAO | Sold | $409.2k12.0k 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 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 3.1m $86.4m | Added +553.1k |
| Tema ETFs LLC 1.31% of their portfolio | 1.4m $40.4m | First filing |
| Tidal Investments LLC 0.10% of their portfolio | 1.4m $39.3m | New |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.4m $38.7m | Added +47.8k |
| AWM Investment Company, Inc. 2.91% of their portfolio | 1.2m $33.5m | Reduced -525.6k |
| Driehaus Capital Management LLC 0.17% of their portfolio | 1.0m $28.9m | New |
| VAN ECK ASSOCIATES CORP 0.02% of their portfolio | 1.0m $28.6m | Added +363.8k |
| STATE STREET CORP 0.00% of their portfolio | 957.6k $26.7m | Reduced -70.7k |
| MORGAN STANLEY 0.00% of their portfolio | 941.9k $26.3m | Added +581.0k |
| Cercano Management LLC 3.47% of their portfolio | 933.0k $26.0m | Reduced -311.0k |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 914.0k $25.5m | Added +369.3k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 836.9k $23.4m | Added +426.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 817.2k $22.8m | Added +72.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 730.1k $20.4m | Added +317.2k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 657.6k $18.4m | Reduced -1.3m |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 627.9k $17.5m | Added +286.8k |
| Daiwa Securities Group Inc. 0.03% of their portfolio | 534.2k $14.9m | Reduced -340.2k |
| HRT FINANCIAL LP 0.03% of their portfolio | 523.1k $14.6m | Added +356.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 471.8k $13.2m | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% of their portfolio | 418.1k $11.7m | Reduced -1.8k |
| Trexquant Investment LP 0.07% of their portfolio | 411.9k $11.5m | Added +400.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 362.6k $10.1m | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 361.7k $10.1m | Added +197.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 361.4k $10.1m | Added +150.0k |
| Penserra Capital Management LLC 0.08% of their portfolio | 354.3k $9.9m | Added +89.6k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 307.7k $8.6m | Reduced -215.5k |
| Nuveen, LLC 0.00% of their portfolio | 302.5k $8.4m | Reduced -94.6k |
| Invesco Ltd. 0.00% of their portfolio | 295.4k $8.2m | Added +16.2k |
| UBS Group AG 0.00% of their portfolio | 294.2k $8.2m | Reduced -51.8k |
| Temasek Holdings (Private) Ltd 0.02% of their portfolio | 288.6k $8.1m | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 286.9k $8.0m | Added +28.2k |
| TUDOR INVESTMENT CORP ET AL 0.03% of their portfolio | 282.5k $7.9m | Added +90.2k |
| LORD, ABBETT & CO. LLC 0.02% of their portfolio | 265.3k $7.4m | Reduced -59.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 262.6k $7.3m | Added +10.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 256.3k $7.3m | Added +93.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 255.9k $7.1m | New |
| LBP AM SA 0.07% of their portfolio | 244.8k $6.8m | Reduced -393.1k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 243.3k $6.8m | Added +195.1k |
| WASATCH ADVISORS LP 0.04% of their portfolio | 242.2k $6.8m | Reduced -43.7k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 237.8k $6.6m | Added +52.9k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 226.5k $6.3m | Added +10.1k |
| Sender Co & Partners, Inc. 2.33% of their portfolio | 198.1k $5.5m | Added +153.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 193.6k $5.4m | New |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 187.7k $5.2m | New |
| OPPENHEIMER & CO INC 0.05% of their portfolio | 179.5k $5.0m | Reduced -21.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 179.5k $5.0m | Added +117.8k |
| Defiance ETFs, LLC 0.07% of their portfolio | 167.7k $4.8m | Added +65.1k |
| ESSEX INVESTMENT MANAGEMENT CO LLC 0.48% of their portfolio | 130.3k $3.6m | Reduced -5.8k |
| LPL Financial LLC 0.00% of their portfolio | 109.3k $3.1m | Added +39.4k |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 106.1k $3.0m | Reduced -15.1k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.00% of their portfolio | 74.9k $2.1m | New |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 74.9k $2.1m | New |
| Jasper Ridge Partners, L.P. 0.04% of their portfolio | 74.7k $2.1m | New |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 67.9k $1.9m | New |
| GRIFFIN ASSET MANAGEMENT, INC. 0.20% of their portfolio | 67.2k $1.9m | Added +9.8k |
| Jump Financial, LLC 0.02% of their portfolio | 65.5k $1.8m | Reduced -186.8k |
| Huntleigh Advisors, Inc. 0.24% of their portfolio | 62.0k $1.7m | New |
| BARCLAYS PLC 0.00% of their portfolio | 61.7k $1.7m | Added +54.6k |
| Swiss National Bank 0.00% of their portfolio | 61.4k $1.7m | Added +6.1k |
| Patriot Financial Group Insurance Agency, LLC 0.16% of their portfolio | 57.2k $1.6m | Reduced -113.4k |
| OAKMONT Corp 0.30% of their portfolio | 53.2k $1.5m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 51.6k $1.4m | Added +23.7k |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 44.5k $1.2m | Added +31.5k |
| SLT Holdings LLC 0.79% of their portfolio | 44.4k $1.2m | Added +31.5k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 44.2k $1.2m | Added +31.6k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 43.9k $1.2m | Unchanged |
| Legato Capital Management LLC 0.10% of their portfolio | 43.9k $1.2m | Added +1.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 42.1k $1.2m | Added +4.5k |
| Squarepoint Ops LLC 0.00% of their portfolio | 40.4k $1.1m | New |
| Voleon Capital Management LP 0.02% of their portfolio | 38.7k $1.1m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 37.0k $1.0m | Reduced -28.6k |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 36.0k $1.0m | Added +27.4k |
| Y-Intercept (Hong Kong) Ltd 0.02% of their portfolio | 35.8k $1.0m | New |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 35.6k $993.6k | Reduced -3.8k |
| Round Rock Advisors LLC 0.13% of their portfolio | 35.0k $978.3k | Reduced -19.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 35.0k $976.2k | Added +2.0k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 35.0k $976.1k | Added +8.7k |
| Windmill Hill Asset Management Ltd 0.22% of their portfolio | 35.0k $975.9k | New |
| BLAIR WILLIAM & CO/IL 0.00% of their portfolio | 34.6k $966.9k | New |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 34.5k $963.4k | Reduced -141.7k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 34.4k $865.4k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 33.7k $941.4k | Added +18.7k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 31.2k $869.7k | Added +18.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 30.3k $848.0k | Added +6.6k |
| Numerai GP LLC 0.07% of their portfolio | 29.4k $820.1k | Added +17.6k |
| PERKINS CAPITAL MANAGEMENT INC 0.60% of their portfolio | 28.8k $802.7k | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 28.2k $787.5k | Reduced -3.0k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 27.0k $755.0k | New |
| Atom Investors LP 0.06% of their portfolio | 23.1k $644.6k | New |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 22.2k $619.8k | Added +3.8k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 22.1k $616.3k | Added +7.5k |
| FNY Investment Advisers, LLC 0.22% of their portfolio | 21.9k $611.0k | Added +16.7k |
| Caitong International Asset Management Co., Ltd 0.08% of their portfolio | 21.2k $591.2k | New |
| Firsthand Capital Management, Inc. 0.89% of their portfolio | 20.0k $558.4k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 19.7k $551.3k | Added +1.2k |
| Legal & General Group Plc 0.00% of their portfolio | 19.4k $542.5k | Reduced -2.7k |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 18.7k $521.8k | Added +6.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 18.5k $516.5k | Unchanged |
| XTX Topco Ltd 0.01% of their portfolio | 18.4k $514.9k | Reduced -7.5k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 18.3k $521.3k | New |