SATELLOGIC INC SATL
COM CL A · Common Stock · CUSIP 80401C100 · ISIN US80401C1009
- SectorTechnology
- IndustryRadio & Tv Broadcasting & Communications Equipment
- HeadquartersDavidson, NC
- 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 ($1.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $5.44. Options: 8 managers hold calls ($17.2m notional), 6 hold puts ($5.9m).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2025 | 2 |
| Q2 2025 | 60 |
| Q3 2025 | 74 |
| Q4 2025 | 87 |
| Q1 2026 | 141 |
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 2025 | 58 | 2 |
| Q3 2025 | 47 | 20 |
| Q4 2025 | 63 | 21 |
| Q1 2026 | 111 | 31 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $887.9k | $57.0k | 0.06 |
| Q3 2025 | $664.6k | $332.0k | 0.50 |
| Q4 2025 | $363.3k | $285.4k | 0.79 |
| Q1 2026 | $17.2m | $5.9m | 0.34 |
Biggest buyers
| Nuveen, LLC | Added | +2.3m |
| D. E. Shaw & Co., Inc. | New | +1.7m |
| Archon Capital Management LLC | New | +1.6m |
| MARSHALL WACE, LLP | New | +1.6m |
| MILLENNIUM MANAGEMENT LLC | Added | +1.5m |
| RENAISSANCE TECHNOLOGIES LLC | New | +1.2m |
| JANE STREET GROUP, LLC | Added | +1.1m |
| AQR CAPITAL MANAGEMENT LLC | Added | +1.1m |
| CloudAlpha Capital Management Limited/Hong Kong | New | +920.0k |
| BlackRock, Inc. | Added | +901.3k |
Biggest sellers
| Alyeska Investment Group, L.P. | Sold out | -9.0m |
| CANTOR FITZGERALD, L. P. | Reduced | -2.6m |
| LuminArx Capital Management LP | Sold out | -355.0k |
| Halter Ferguson Financial Inc. | Reduced | -352.4k |
| Shay Capital LLC | Sold out | -301.4k |
| Caitong International Asset Management Co., Ltd | Reduced | -192.7k |
| MORGAN STANLEY | Reduced | -187.9k |
| BARCLAYS PLC | Reduced | -98.7k |
| Brevan Howard Capital Management LP | Reduced | -63.1k |
| WELLS FARGO & COMPANY/MN | Reduced | -61.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $8.6m1.6m shares |
| GROUP ONE TRADING LLC | Added | $3.8m690.0k shares |
| CITADEL ADVISORS LLC | Added | $1.5m281.7k shares |
| IMC-Chicago, LLC | New | $1.3m240.7k shares |
| SIMPLEX TRADING, LLC | Added | $745.8k137.1k shares |
| JANE STREET GROUP, LLC | Added | $594.6k109.3k shares |
| PEAK6 LLC | New | $328.0k60.3k shares |
| Caption Management, LLC | New | $244.8k45.0k shares |
Biggest puts
| GROUP ONE TRADING LLC | Added | $2.5m463.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $931.9k171.3k shares |
| CITADEL ADVISORS LLC | Added | $926.4k170.3k shares |
| IMC-Chicago, LLC | New | $688.7k126.6k shares |
| SIMPLEX TRADING, LLC | Added | $514.1k94.5k shares |
| JANE STREET GROUP, LLC | Added | $327.5k60.2k 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 |
|---|---|
Liberty 77 Capital L.P.
13D · may seek influence
filed 2026-05-28
Stated purposeItem 4 is hereby restated as follows: On July 5, 2021, the Issuer, CF Acquisition Corp. V ("CF V") (which became a wholly-owned subsidiary of the Issuer on January 25, 2022), Nettar Group Inc., a business company with limited liability incorporated under the laws of the British Virgin Islands ("Target"), Ganymede Merger Sub 1 Inc., a business company with limited liability incorporated under the laws of the British Virgin Islands and a direct wholly owned subsidiary of the Issuer ("Target Merger Sub"), and certain other parties thereto, entered into an Agreement and Plan of Merger (as amended and restated, supplemented or otherwise modified from time to time, the "Merger Agreement" and, the transactions contemplated by the Merger Agreement, the "Business Combination") pursuant to which, a… Full filing |
20.3% |
| BlackRock, Inc. 13G · institution +1.1 pts · filed 2026-10-27 | 6.3% |
| STATE STREET CORP 13G · institution new · filed 2026-08-07 | 5.5% |
Fell to 5% or below in the last year: Alyeska Investment Group, L.P. (0.0%, 2026-05-15), DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (1.8%, 2026-01-30)
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 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 2 | $791.6k | — |
| Q3 2025 | 0 | — | 3 | $4.0m | — |
| Q4 2025 | 0 | — | 1 | $2.8m | $2.8m |
| Q1 2026 | 1 | $197.2k | 1 | $49.2k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-03-30 | Dunn Rick Chief Financial Officer | Bought | $98.5k19.1k shares |
| 2026-03-30 | Tirman Matthew President | Sold | $49.2k9.5k shares |
| 2026-03-27 | Dunn Rick Chief Financial Officer | Bought | $98.7k16.7k shares |
| 2026-03-23 | CANTOR FITZGERALD & CO. +5 See Remarks · See Foot Note | Sold | $2.5m500.0k shares |
| 2026-01-30 | CANTOR FITZGERALD & CO. +5 10% owner · See footnote | Sold | $30.9k5.6k shares |
| 2026-01-29 | CANTOR FITZGERALD & CO. +5 10% owner · See footnote | Sold | $2.2m388.8k shares |
| 2026-01-28 | CANTOR FITZGERALD & CO. +5 10% owner · See footnote | Sold | $722.6k130.0k 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 |
|---|---|---|
| Liberty 77 Capital L.P. 7.47% of their portfolio | 20.0m $108.8m | Unchanged |
| CANTOR FITZGERALD, L. P. 2.13% of their portfolio | 10.8m $58.8m | Reduced -2.6m |
| BlackRock, Inc. 0.00% of their portfolio | 5.9m $32.2m | Added +901.3k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.7m $19.9m | First filing |
| Nuveen, LLC 0.00% of their portfolio | 2.8m $15.4m | Added +2.3m |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 2.7m $14.6m | Added +1.5m |
| SOFTBANK GROUP CORP. 0.12% of their portfolio | 2.6m $14.0m | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.9m $10.5m | Added +120.5k |
| STATE STREET CORP 0.00% of their portfolio | 1.7m $9.5m | Added +96.7k |
| D. E. Shaw & Co., Inc. 0.01% of their portfolio | 1.7m $9.2m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 1.7m $9.1m | Added +1.1m |
| Archon Capital Management LLC 5.06% of their portfolio | 1.6m $9.0m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 1.6m $8.6m | New |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 1.3m $7.0m | First filing |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.3m $6.9m | Added +1.1m |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 1.2m $6.5m | New |
| UBS Group AG 0.00% of their portfolio | 1.1m $6.0m | Added +737.1k |
| CloudAlpha Capital Management Limited/Hong Kong 0.55% of their portfolio | 920.0k $5.0m | New |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 858.0k $4.7m | New |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 833.7k $4.5m | New |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 792.5k $4.3m | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 631.7k $3.4m | Added +152.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 616.7k $3.4m | Added +48.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 594.6k $3.2m | New |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 542.1k $2.9m | First filing |
| Penserra Capital Management LLC 0.03% of their portfolio | 495.2k $2.7m | Added +225.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 492.8k $2.7m | Added +219.9k |
| Halter Ferguson Financial Inc. 0.59% of their portfolio | 487.4k $2.7m | Reduced -352.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 417.0k $2.3m | Added +407.0k |
| XTX Topco Ltd 0.04% of their portfolio | 410.0k $2.2m | Added +252.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 352.4k $1.9m | Added +167.9k |
| Jump Financial, LLC 0.03% of their portfolio | 322.7k $1.8m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 295.5k $1.6m | New |
| HRT FINANCIAL LP 0.00% of their portfolio | 247.3k $1.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 244.7k $1.3m | Added +15.7k |
| Resolute Advisors LLC 0.44% of their portfolio | 197.1k $1.1m | Unchanged |
| Walleye Capital LLC 0.01% of their portfolio | 192.0k $1.0m | New |
| Bank of New York Mellon Corp 0.00% of their portfolio | 185.2k $1.0m | Added +25.7k |
| Informed Momentum Co LLC 0.12% of their portfolio | 183.1k $996.2k | New |
| IEQ CAPITAL, LLC 0.00% of their portfolio | 162.0k $881.4k | New |
| MORGAN STANLEY 0.00% of their portfolio | 153.7k $836.1k | Reduced -187.9k |
| SIMPLEX TRADING, LLC 0.02% of their portfolio | 120.9k $657.8k | Added +81.6k |
| MYDA Advisors LLC 0.15% of their portfolio | 120.0k $652.8k | New |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 107.9k $587.2k | Added +90.1k |
| Counterpoint Mutual Funds LLC 0.09% of their portfolio | 107.3k $583.7k | New |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 88.9k $484.0k | Added +76.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 88.5k $481.6k | Added +1.6k |
| Caitong International Asset Management Co., Ltd 0.09% of their portfolio | 84.7k $461.0k | Reduced -192.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 72.8k $396.2k | Added +16.7k |
| CWM, LLC 0.00% of their portfolio | 70.1k $381.1k | Added +68.7k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 62.2k $338.6k | Added +2.9k |
| Mariner, LLC 0.00% of their portfolio | 60.2k $327.3k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 60.2k $328.0k | Added +25.6k |
| Invesco Ltd. 0.00% of their portfolio | 57.8k $314.2k | Added +11.1k |
| THOMPSON DAVIS & CO., INC. 0.20% of their portfolio | 54.3k $295.5k | Added +32.7k |
| Scientech Research LLC 0.24% of their portfolio | 52.4k $284.9k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 49.7k $336.2k | New |
| EXCHANGE TRADED CONCEPTS, LLC 0.00% of their portfolio | 48.5k $263.7k | New |
| Creative Planning 0.00% of their portfolio | 46.2k $251.5k | New |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 40.0k $217.4k | Added +952 |
| WINTON GROUP Ltd 0.01% of their portfolio | 39.4k $214.3k | New |
| FMR LLC 0.00% of their portfolio | 39.4k $214.1k | Added +6.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 39.0k $193.6k | Added +5.4k |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 37.4k $203.4k | Added +8.9k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 36.2k $197.0k | New |
| GSA CAPITAL PARTNERS LLP 0.01% of their portfolio | 32.6k $177.0k | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 32.5k $177.0k | New |
| BARCLAYS PLC 0.00% of their portfolio | 32.4k $176.3k | Reduced -98.7k |
| EntryPoint Capital, LLC 0.05% of their portfolio | 32.4k $176.1k | New |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 32.0k $174.2k | First filing |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 30.5k $165.7k | Reduced -61.9k |
| AXQ CAPITAL, LP 0.02% of their portfolio | 28.9k $157.0k | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 27.3k $51.0k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 26.8k $146.0k | Added +10.9k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 26.6k $144.6k | Added +7.7k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 26.4k $143.6k | Reduced -25.5k |
| Joel Isaacson & Co., LLC 0.00% of their portfolio | 26.3k $143.2k | Unchanged |
| MSA Advisors, LLC 0.04% of their portfolio | 26.3k $142.9k | New |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 26.1k $142.0k | Reduced -800 |
| TWO SIGMA SECURITIES, LLC 0.02% of their portfolio | 24.9k $135.5k | New |
| IMC-Chicago, LLC 0.00% of their portfolio | 24.6k $133.9k | New |
| Cerity Partners LLC 0.00% of their portfolio | 22.4k $122.0k | New |
| Themes Management Co LLC 0.07% of their portfolio | 22.3k $121.2k | New |
| Graham Capital Management, L.P. 0.00% of their portfolio | 21.3k $115.9k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 20.9k $113.6k | Reduced -3.7k |
| Csenge Advisory Group 0.01% of their portfolio | 20.8k $113.0k | New |
| CITIGROUP INC 0.00% of their portfolio | 18.9k $102.6k | Reduced -4.5k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 18.0k $98.0k | New |
| Pallas Capital Advisors LLC 0.00% of their portfolio | 17.2k $93.3k | New |
| Quantbot Technologies LP 0.00% of their portfolio | 16.7k $91.0k | New |
| Centiva Capital, LP 0.00% of their portfolio | 16.2k $88.2k | Added +4.0k |
| Commonwealth Financial Services, LLC 0.01% of their portfolio | 15.0k $81.6k | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 14.0k $76.2k | Added +1.3k |
| BRIGHTON JONES LLC 0.00% of their portfolio | 13.1k $71.2k | New |
| Abel Hall, LLC 0.01% of their portfolio | 12.7k $69.0k | Reduced -534 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 12.6k $68.8k | New |
| ProShare Advisors LLC 0.00% of their portfolio | 12.1k $65.6k | Reduced -3.3k |
| Focus Partners Advisor Solutions, LLC 0.00% of their portfolio | 11.8k $64.4k | New |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 11.8k $64.2k | New |
| Brevan Howard Capital Management LP 0.00% of their portfolio | 11.5k $62.3k | Reduced -63.1k |