Vault-13

SPACE EXPLORATION TECHN CORP SPCX

CLASS A COM STK · Common Stock · CUSIP 84615Q103 · ISIN US84615Q1031

American spaceflight and AI company

1,745 institutional holders
3,665,893,4433.7bn shares reported held*
$626.1bnreported value*

* 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 ($494.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $170.79. Options: 104 managers hold calls ($18.0bn notional), 109 hold puts ($14.0bn).

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01k2kQ2 25: 1Q3 25: 0Q4 25: 0Q1 26: 0Q2 26: 1,7451,745Q2 25Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q2 20251
Q3 20250
Q4 20250
Q1 20260
Q2 20261,745

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5bn$10bn$15bn$20bnQ3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —Q2 26 calls: $18.0bnQ2 26 puts: $14.0bnQ2 26P/C 0.78
Numbers
QuarterCallsPutsP/C
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$18.0bn$14.0bn0.78

Biggest buyers

Alphabet Inc. New +551,189,500+551.2m
Valor Management LLC New +503,414,530+503.4m
FMR LLC New +302,555,831+302.6m
Gigafund Management Company, LLC New +171,826,745+171.8m
PUBLIC INVESTMENT FUND New +154,146,835+154.1m
BAMCO INC /NY/ New +145,775,147+145.8m
D1 Capital Partners L.P. New +126,042,232+126.0m
NVIDIA CORP New +122,764,805+122.8m
SC US (TTGP), LTD. New +122,519,145+122.5m
Capricorn Investment Group LLC New +120,801,820+120.8m

Biggest sellers

None

Biggest calls

JANE STREET GROUP, LLC New $6.2bn36.5m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $2.6bn15.5m shares
UBS Group AG New $2.3bn13.6m shares
CITADEL ADVISORS LLC New $1.4bn8.3m shares
IMC-Chicago, LLC New $900.0m5.3m shares
Optiver Holding B.V. New $759.9m4.4m shares
Quarry LP New $512.6m3.0m shares
CITIGROUP INC New $474.1m2.8m shares
SIMPLEX TRADING, LLC New $401.3m2.3m shares
Schonfeld Strategic Advisors LLC New $205.0m1.2m shares

Biggest puts

JANE STREET GROUP, LLC New $3.4bn19.7m shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $1.8bn10.8m shares
CITADEL ADVISORS LLC New $973.5m5.7m shares
GOLDMAN SACHS GROUP INC New $874.8m5.1m shares
Jefferies Financial Group Inc. New $803.0m4.7m shares
BlackRock, Inc. New $635.3m3.7m shares
IMC-Chicago, LLC New $629.2m3.7m shares
TORONTO DOMINION BANK New $537.4m3.1m shares
CANTOR FITZGERALD, L. P. New $457.1m2.7m shares
Optiver Holding B.V. New $390.5m2.3m 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.

HolderStakeChangeShares Last filed
Musk Elon 13G · exempt (held before listing) new · filed 2026-08-13 48.4% new 6.4bn≈ $1.1tn 2026-08-13
Google LLC 13G · exempt (held before listing) new · filed 2026-08-14 7.2% new 551.2m≈ $94.2bn 2026-08-14
Gracias Antonio J. 13G · exempt (held before listing) new · filed 2026-08-11 6.5% new 503.4m≈ $86.0bn 2026-08-11
FOUNDERS FUND II LP 13G · exempt (held before listing) new · filed 2026-08-14 5.5% new 427.3m≈ $73.0bn 2026-08-14

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)

BuyingSelling
101Q4 24: 0 buyingQ4 24: 0 sellingQ1 25: 0 buyingQ1 25: 0 sellingQ1 25Q2 25: 0 buyingQ2 25: 0 sellingQ3 25: 0 buyingQ3 25: 0 sellingQ3 25Q4 25: 0 buyingQ4 25: 0 sellingQ1 26: 0 buyingQ1 26: 0 sellingQ1 26Q2 26: 0 buyingQ2 26: 1 sellingQ3 26: 0 buyingQ3 26: 1 sellingQ3 26
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——
Q3 20250—0——
Q4 20250—0——
Q1 20260—0——
Q2 20260—1$1.2m—
Q3 20260—1$52.5m$52.5m
DateInsiderTradeSharesPrice ValueTheir holding
2026-09-22 Shotwell Gwynne President and COO, director Sold plan 342,170 $153.57 $52.5m342.2k shares -12%
2026-04-02 Musk Elon CEO, CTO & Chairman, director · By Elon Musk Revocable Trust Sold 11,390 $105.32 $1.2m11.4k shares -<1%

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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Alphabet Inc. 95.05% of their portfolio Mountain View, CA 551,189,500551.2m $94.2bn $94.2bn 95.05% New
2 Valor Management LLC 99.79% of their portfolio CHICAGO, IL 503,414,530503.4m $86.0bn $86.0bn 99.79% New
3 FMR LLC 2.24% of their portfolio BOSTON, MA 302,555,831302.6m $51.7bn $51.7bn 2.24% New
4 VY Capital Management Co. Ltd. 98.91% of their portfolio DUBAI, C0 271,811,500271.8m $46.4bn $46.4bn 98.91% First filing
5 Gigafund Management Company, LLC 99.76% of their portfolio Austin, TX 171,826,745171.8m $29.4bn $29.4bn 99.76% New
6 PUBLIC INVESTMENT FUND 69.48% of their portfolio AL AQIQ DISTRICT, RIYADH, T0 154,146,835154.1m $26.3bn $26.3bn 69.48% New
7 BAMCO INC /NY/ 37.38% of their portfolio NEW YORK, NY 145,775,147145.8m $24.9bn $24.9bn 37.38% New
8 D1 Capital Partners L.P. 61.91% of their portfolio New York, NY 126,042,232126.0m $21.5bn $21.5bn 61.91% New
9 NVIDIA CORP 33.06% of their portfolio SANTA CLARA, CA 122,764,805122.8m $21.0bn $21.0bn 33.06% New
10 SC US (TTGP), LTD. 65.64% of their portfolio Menlo Park, CA 122,519,145122.5m $20.9bn $20.9bn 65.64% New
11 Capricorn Investment Group LLC 91.78% of their portfolio NEW YORK, NY 120,801,820120.8m $20.6bn $20.6bn 91.78% New
12 Darsana Capital Partners LP 77.85% of their portfolio New York, NY 101,461,915101.5m $17.3bn $17.3bn 77.85% New
13 a16z Capital Management, L.L.C. 89.97% of their portfolio MENLO PARK, CA 74,855,02074.9m $12.8bn $12.8bn 89.97% New
14 BAILLIE GIFFORD & CO 7.97% of their portfolio EDINBURGH, X0 51,397,80651.4m $8.8bn $8.8bn 7.97% New
15 BlackRock, Inc. 0.13% of their portfolio New York, NY 51,037,13751.0m $8.7bn $8.7bn 0.13% New
16 ONTARIO TEACHERS PENSION PLAN BOARD 55.01% of their portfolio Toronto, A6 50,676,25050.7m $8.7bn $8.7bn 55.01% New
17 K5 Global Advisor LLC 99.99% of their portfolio Miami Beach, FL 38,595,80038.6m $6.6bn $6.6bn 99.99% First filing
18 Alpha Wave Global, LP 85.53% of their portfolio Miami, FL 31,246,96531.2m $5.3bn $5.3bn 85.53% New
19 Atreides Management, LP 41.89% of their portfolio BOSTON, MA 27,332,94327.3m $4.7bn $4.7bn 41.89% New
20 VANGUARD CAPITAL MANAGEMENT LLC 0.10% of their portfolio MALVERN, PA 26,556,71326.6m $4.5bn $4.5bn 0.10% New
21 Mirae Asset Global Investments Co., Ltd. 8.49% of their portfolio SEOUL, M5 26,056,04826.1m $4.5bn $4.5bn 8.49% New
22 Founders Fund Growth II Management, LP 100.00% of their portfolio SAN FRANCISCO, CA 22,839,45022.8m $3.9bn $3.9bn 100.00% New
23 Brookfield Corp /ON/ 4.25% of their portfolio TORONTO, A6 19,167,30519.2m $3.3bn $3.3bn 4.25% New
24 Thrive Capital Management, LLC 84.82% of their portfolio NEW YORK, NY 18,914,20518.9m $3.2bn $3.2bn 84.82% New
25 COATUE MANAGEMENT LLC 6.52% of their portfolio New York, NY 18,561,78018.6m $3.2bn $3.2bn 6.52% New
26 MILLENNIUM MANAGEMENT LLC 2.01% of their portfolio NEW YORK, NY 17,604,86317.6m $3.0bn $3.0bn 2.01% New
27 SCGE MANAGEMENT, L.P. 49.20% of their portfolio MENLO PARK, CA 16,981,35017.0m $2.9bn $2.9bn 49.20% New
28 GLADE BROOK CAPITAL PARTNERS LLC 99.43% of their portfolio GREENWICH, CT 15,812,27015.8m $2.7bn $2.7bn 99.43% New
29 JPMORGAN CHASE & CO 0.15% of their portfolio NEW YORK, NY 15,563,57615.6m $2.6bn $2.6bn 0.15% New
30 Blackstone Inc. 8.67% of their portfolio NEW YORK, NY 15,532,87015.5m $2.7bn $2.7bn 8.67% Not comparable
31 TEACHER RETIREMENT SYSTEM OF TEXAS 6.86% of their portfolio AUSTIN, TX 14,957,44715.0m $2.6bn $2.6bn 6.86% New
32 MORGAN STANLEY 0.12% of their portfolio NEW YORK, NY 13,532,77313.5m $2.3bn $2.3bn 0.12% New
33 GEODE CAPITAL MANAGEMENT, LLC 0.12% of their portfolio BOSTON, MA 13,529,02613.5m $2.3bn $2.3bn 0.12% New
34 HARVARD MANAGEMENT CO INC 51.84% of their portfolio BOSTON, MA 12,935,10012.9m $2.2bn $2.2bn 51.84% New
35 Jupiter Topco LLC 0.81% of their portfolio NEW YORK, NY 11,565,42911.6m $2.0bn $2.0bn 0.81% First filing
36 StepStone Group LP 86.62% of their portfolio La Jolla, CA 10,940,73010.9m $1.9bn $1.9bn 86.62% New
37 PRICE T ROWE ASSOCIATES INC /MD/ 0.18% of their portfolio BALTIMORE, MD 10,709,01610.7m $1.8bn $1.8bn 0.18% New
38 Tao Capital Management LP 93.75% of their portfolio SAN FRANCISCO, CA 10,644,34010.6m $1.8bn $1.8bn 93.75% New
39 Capital Research Global Investors 0.25% of their portfolio Los Angeles, CA 10,438,22310.4m $1.8bn $1.8bn 0.25% New
40 VANGUARD PORTFOLIO MANAGEMENT LLC 0.08% of their portfolio MALVERN, PA 10,225,38910.2m $1.7bn $1.7bn 0.08% New
41 Temasek Holdings (Private) Ltd 4.60% of their portfolio SINGAPORE, U0 9,831,9459.8m $1.7bn $1.7bn 4.60% New
42 GCM Grosvenor Holdings, LLC 63.58% of their portfolio Chicago, IL 8,606,6508.6m $1.5bn $1.5bn 63.58% New
43 Dragoneer Investment Group, LLC 48.22% of their portfolio SAN FRANCISCO, CA 8,000,0008.0m $1.4bn $1.4bn 48.22% New
44 Hancock Prospecting Pty Ltd 23.92% of their portfolio West Perth, C3 8,000,0008.0m $1.4bn $1.4bn 23.92% New
45 JENNISON ASSOCIATES LLC 0.76% of their portfolio NEW YORK, NY 7,448,8917.4m $1.3bn $1.3bn 0.76% New
46 LIGHTSPEED MANAGEMENT COMPANY, L.L.C. 51.86% of their portfolio MENLO PARK, CA 7,300,0557.3m $1.2bn $1.2bn 51.86% New
47 NORGES BANK 0.12% of their portfolio OSLO, Q8 7,277,2857.3m $1.2bn $1.2bn 0.12% Not comparable
48 Kinetic Partners Management, LP 29.06% of their portfolio Miami, FL 7,125,7957.1m $1.2bn $1.2bn 29.06% New
49 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.39% of their portfolio Boston, MA 7,062,2557.1m $1.2bn $1.2bn 0.39% New
50 WELLINGTON MANAGEMENT GROUP LLP 0.18% of their portfolio Boston, MA 6,154,8546.2m $1.1bn $1.1bn 0.18% New
51 HRTG GPE, LLC 41.41% of their portfolio WILSON, WY 6,013,5656.0m $1.0bn $1.0bn 41.41% New
52 REGENTS OF THE UNIVERSITY OF CALIFORNIA 23.49% of their portfolio OAKLAND, CA 6,000,0006.0m $1.0bn $1.0bn 23.49% New
53 FRED ALGER MANAGEMENT, LLC 3.29% of their portfolio NEW YORK, NY 5,779,4195.8m $987.5m $987.5m 3.29% New
54 Ghisallo Capital Management LLC 19.03% of their portfolio BOSTON, MA 5,678,1455.7m $970.2m $970.2m 19.03% New
55 Intesa Sanpaolo S.p.A. 34.30% of their portfolio TURIN, L6 5,656,2005.7m $966.4m $966.4m 34.30% New
56 D. E. Shaw & Co., Inc. 0.56% of their portfolio New York, NY 5,340,0005.3m $912.4m $912.4m 0.56% New
57 CITADEL ADVISORS LLC 0.50% of their portfolio MIAMI, FL 5,129,8845.1m $876.5m $876.5m 0.50% New
58 ARK Investment Management LLC 4.97% of their portfolio ST. PETERSBURG, FL 4,478,0134.5m $765.1m $765.1m 4.97% New
59 8VC Opportunities GP II, LLC 97.49% of their portfolio AUSTIN, TX 4,473,6554.5m $764.4m $764.4m 97.49% First filing
60 TPG GP A, LLC 14.69% of their portfolio FORT WORTH, TX 4,300,0354.3m $734.7m $734.7m 14.69% New
61 FRANKLIN RESOURCES INC 0.16% of their portfolio San Mateo, CA 4,195,7914.2m $716.9m $716.9m 0.16% New
62 Invesco Ltd. 0.05% of their portfolio ATLANTA, GA 3,859,4673.9m $659.4m $659.4m 0.05% New
63 VANGUARD FIDUCIARY TRUST CO 0.14% of their portfolio MALVERN, PA 3,791,9993.8m $647.9m $647.9m 0.14% New
64 Burkehill Global Management, LP 23.13% of their portfolio NEW YORK, NY 3,750,0003.8m $640.7m $640.7m 23.13% New
65 Capital World Investors 0.07% of their portfolio LOS ANGELES, CA 3,694,5113.7m $631.2m $631.2m 0.07% New
66 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 3,643,2663.6m $622.5m $622.5m 0.04% New
67 Swedbank AB 0.52% of their portfolio STOCKHOLM, V7 3,561,4273.6m $608.5m $608.5m 0.52% New
68 National Pension Service 0.39% of their portfolio JEONJU-SI, JEOLLABUK-DO, M5 3,500,0003.5m $598.0m $598.0m 0.39% New
69 HRT FINANCIAL LP 1.39% of their portfolio NEW YORK, NY 3,444,4263.4m $588.5m $588.5m 1.39% New
70 Balyasny Asset Management L.P. 1.06% of their portfolio Chicago, IL 3,397,6423.4m $580.5m $580.5m 1.06% New
71 UBS Group AG 0.09% of their portfolio ZURICH, V8 3,337,6843.3m $570.3m $570.3m 0.09% New
72 ADVANCED MICRO DEVICES INC 43.11% of their portfolio SANTA CLARA, CA 3,309,4703.3m $565.5m $565.5m 43.11% New
73 XN LP 13.49% of their portfolio New York, NY 3,000,0003.0m $512.6m $512.6m 13.49% New
74 CANTOR FITZGERALD, L. P. 4.98% of their portfolio NEW YORK, NY 2,993,9603.0m $511.5m $511.5m 4.98% New
75 NORTHERN TRUST CORP 0.06% of their portfolio CHICAGO, IL 2,782,7822.8m $475.5m $475.5m 0.06% New
76 Liberty Street Advisors, Inc. 82.61% of their portfolio New York, NY 2,451,2202.5m $418.8m $418.8m 82.61% New
77 SANDS CAPITAL MANAGEMENT, LLC 1.44% of their portfolio ARLINGTON, VA 2,276,7442.3m $389.0m $389.0m 1.44% New
78 Sumitomo Mitsui Trust Group, Inc. 0.22% of their portfolio CHIYODA-KU, TOKYO, M0 2,273,8752.3m $388.5m $388.5m 0.22% New
79 Marex Group Ltd 2.75% of their portfolio London, X0 2,163,8972.2m $369.7m $369.7m 2.75% New
80 NEUBERGER BERMAN GROUP LLC 0.24% of their portfolio NEW YORK, NY 2,127,2282.1m $363.2m $363.2m 0.24% New
81 Apollo Management Holdings, L.P. 4.86% of their portfolio New York, NY 2,023,3072.0m $345.7m $345.7m 4.86% New
82 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio NEW YORK, NY 1,988,8752.0m $339.8m $339.8m 0.06% New
83 ExodusPoint Capital Management, LP 3.07% of their portfolio NEW YORK, NY 1,938,9351.9m $331.3m $331.3m 3.07% New
84 Altimeter Capital Management, LP 3.09% of their portfolio MENLO PARK, CA 1,776,4851.8m $303.5m $303.5m 3.09% New
85 TWO SIGMA INVESTMENTS, LP 0.23% of their portfolio NEW YORK, NY 1,775,1211.8m $303.3m $303.3m 0.23% New
86 SEVEN GRAND MANAGERS, LLC 12.18% of their portfolio BRONXVILLE, NY 1,770,0001.8m $302.4m $302.4m 12.18% New
87 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 1,749,2181.7m $298.9m $298.9m 0.07% New
88 Clearbridge Investments, LLC 0.25% of their portfolio NEW YORK, NY 1,739,7661.7m $297.3m $297.3m 0.25% New
89 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio SAN FRANCISCO, CA 1,697,9091.7m $290.1m $290.1m 0.04% New
90 RIT CAPITAL PARTNERS PLC 44.96% of their portfolio London, X0 1,634,8201.6m $279.0m $279.0m 44.96% New
91 Hudson Bay Capital Management LP 1.25% of their portfolio STAMFORD, CT 1,564,3481.6m $267.3m $267.3m 1.25% New
92 M37 Management LP 44.59% of their portfolio Menlo Park, CA 1,500,0001.5m $256.3m $256.3m 44.59% New
93 Swiss National Bank 0.13% of their portfolio ZURICH, V8 1,481,8001.5m $253.2m $253.2m 0.13% New
94 8VC AI Fund I MM, LLC 100.00% of their portfolio AUSTIN, TX 1,429,3001.4m $244.2m $244.2m 100.00% First filing
95 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 1,427,8161.4m $244.0m $244.0m 0.03% New
96 BlueCrest Capital Management Ltd 10.34% of their portfolio ST HELIER, Y9 1,417,0001.4m $242.1m $242.1m 10.34% New
97 PRIMECAP MANAGEMENT CO/CA/ 0.14% of their portfolio PASADENA, CA 1,407,7621.4m $240.5m $240.5m 0.14% New
98 Blue Owl Capital Holdings LP 36.32% of their portfolio New York, NY 1,398,8151.4m $239.0m $239.0m 36.32% New
99 Winslow Capital Management, LLC 0.79% of their portfolio MINNEAPOLIS, MN 1,345,1481.3m $229.8m $229.8m 0.79% New
100 Amova Asset Management Americas, Inc. 2.95% of their portfolio New York, NY 1,338,3681.3m $228.4m $228.4m 2.95% New