BigBear.ai Holdings, Inc.

NYSE:BBAI Stock Report

Market Cap: US$2.4b

BigBear.ai Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:BBAI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
04 Dec 25SellUS$35,296Sean RickerIndividual5,000US$7.06
18 Nov 25SellUS$133,870Dorothy HayesIndividual22,000US$6.09
27 Aug 25SellUS$64,093Sean RickerIndividual11,980US$5.40
14 Aug 25SellUS$174,900Dorothy HayesIndividual30,000US$5.83
27 May 25SellUS$220,233Julie PefferIndividual50,000US$4.42
15 May 25SellUS$93,600Dorothy HayesIndividual26,000US$3.60
13 May 25SellUS$159,845Julie PefferIndividual45,924US$3.65
08 May 25SellUS$65,000Julie PefferIndividual20,000US$3.25
07 May 25SellUS$42,892Sean RickerIndividual14,063US$3.05
06 May 25SellUS$62,987Sean RickerIndividual19,515US$3.33
08 Apr 25SellUS$78,450,950AE Industrial Partners, LPCompany27,430,402US$2.86
26 Mar 25SellUS$18,077AE Industrial Partners, LPCompany5,150US$3.51
26 Mar 25SellUS$18,077AE Industrial Partners, LPCompany5,150US$3.51
25 Mar 25SellUS$132,006Sean RickerIndividual36,166US$3.65
17 Mar 25SellUS$26,446,044AE Industrial Partners, LPCompany7,531,233US$3.56
13 Mar 25SellUS$17,686,635AE Industrial Partners, LPCompany5,336,945US$3.33
12 Mar 25SellUS$52,640Dorothy HayesIndividual16,000US$3.29
10 Mar 25SellUS$19,455,122AE Industrial Partners, LPCompany5,798,134US$3.36
06 Mar 25SellUS$36,738,688AE Industrial Partners, LPCompany8,239,383US$4.61
04 Mar 25SellUS$47,187,658AE Industrial Partners, LPCompany9,640,898US$5.12

Insider Trading Volume

Insider Buying: BBAI insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of BBAI?
Owner TypeNumber of SharesOwnership Percentage
Individual Insiders3,080,1080.706%
Institutions147,260,19133.7%
General Public286,210,92965.6%

Dilution of Shares: Shareholders have been substantially diluted in the past year, with total shares outstanding growing by 74.2%.

Top Shareholders

Top 25 shareholders own 28.46% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.32%
The Vanguard Group, Inc.
27,604,836US$149.1m32.6%no data
5.44%
BlackRock, Inc.
23,750,891US$128.3m18%no data
1.76%
State Street Global Advisors, Inc.
7,694,867US$41.6m22.9%no data
1.73%
Geode Capital Management, LLC
7,541,682US$40.7m48.6%no data
1.3%
Citadel Advisors LLC
5,659,077US$30.6m-11.7%0.02%
1.2%
Marex Group plc
5,241,534US$28.3m2,420%0.42%
1.12%
Two Sigma Investments, LP
4,903,920US$26.5m165%0.04%
1.08%
UBS Asset Management AG
4,716,614US$25.5m150%no data
0.81%
Jane Street Group, LLC
3,526,691US$19.0m259%0.02%
0.67%
Charles Schwab Investment Management, Inc.
2,914,332US$15.7m275%no data
0.66%
Mirae Asset Global Investments Co., Ltd.
2,873,864US$15.5m40.8%0.01%
0.64%
GWL Investment Management Ltd.
2,793,213US$15.1m-0.32%0.02%
0.62%
Northern Trust Global Investments
2,697,511US$14.6m24%no data
0.58%
Morgan Stanley
2,552,609US$13.8m54.6%no data
0.55%
Hudson River Trading LLC
2,411,379US$13.0m5.3%0.06%
0.55%
The Goldman Sachs Group, Inc.
2,395,572US$12.9m-15.8%no data
0.52%
Renaissance Technologies LLC
2,290,451US$12.4m-58.7%0.02%
0.52%
RBC Dominion Securities Inc.
2,283,163US$12.3m108%0.01%
0.43%
Millennium Management LLC
1,870,860US$10.1m-43.9%0.01%
0.43%
CapFinancial Partners, LLC
1,865,214US$10.1m23.8%0.02%
0.38%
First Trust Advisors LP
1,664,354US$9.0m0%0.01%
0.35%
Trexquant Investment LP
1,539,924US$8.3m0%0.08%
0.33%
Mercer Global Advisors Inc.
1,426,478US$7.7m-5.21%0.01%
0.24%
Skaana Management L.P.
1,045,922US$5.6m72.1%32.24%
0.22%
LPL Financial LLC
968,994US$5.2m204%no data

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/02 10:15
End of Day Share Price 2026/01/02 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BigBear.ai Holdings, Inc. is covered by 5 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jonathan RuykhaverCantor Fitzgerald & Co.
Yi Fu LeeCantor Fitzgerald & Co.
Scott BuckH.C. Wainwright & Co.