BKSY BlackSky Technology Inc.
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantly increased their positions in BlackSky Technology (BKSY) during Q4 2024, collectively adding $5.5 million in new holdings. This coordinated accumulation suggests growing institutional interest, likely driven by index inclusion or rebalancing rather than active conviction. Despite the strong buying, all participants are mega-passive managers, limiting the signal's strength as a fundamental catalyst.
Key Financial Metrics
Institutional Positions
Net institutional flow: $5.5M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | DOUBLED | +701.4% | $3.8M | $3.6M |
| Wells Fargo | DOUBLED | +158.7% | $351.0K | $291.0K |
| Schwab | ADD | +98.2% | $2.0M | $1.6M |
Actionable Insight
Monitor for follow-on activity from active managers; current buying is likely passive/index-driven. Consider this accumulation context if BKSY sees increased trading volume or analyst coverage in coming weeks.
Key Facts
- Morgan Stanley doubled its stake, increasing shares from 43.8K to 350.8K and value from $207K to $3.8M (+$3.6M)
- Wells Fargo increased its position by 158.7%, adding $291K in value
- Schwab added $1.6M in new value, growing its holding by 98.2%
- No institutional selling was reported in the quarter
- All buyers are classified as mega-passive institutions
Financial Impact
3 institutions accumulated $5.5M in net new positions during Q4 2024
Risk Factors
- Signal weakened by lack of active manager participation
- Passive buying may not reflect fundamental confidence and could reverse with index changes
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-BKSY-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
144
| $35.94 awaiting T+60 | awaiting T+60 | — | — |
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $34.52 awaiting T+60 | awaiting T+60 | — | — |
|
May 27, 2026
19d ago
|
EFFECT
| — | awaiting T+60 | — | — |
|
May 22, 2026
23d ago
|
8-K
| — | awaiting T+60 | — | — |
|
May 22, 2026
23d ago
|
424B5
| — | awaiting T+60 | — | — |
|
May 22, 2026
23d ago
|
S-3ASR
| — | awaiting T+60 | — | — |
|
May 7, 2026
5w ago
|
8-K
| — | awaiting T+60 | — | — |
|
Apr 7, 2026
9w ago
|
8-K
| — | awaiting T+60 | — | — |
|
Feb 28, 2026
15w ago
|
Institutional Cluster
| $21.61 $48.77 | ▲ +125.68% | ▲ +116.36% | — |
|
Feb 26, 2026
15w ago
|
8-K
| $19.99 $44.65 | ▲ +123.36% | ▲ +115.61% | — |
US Market Status
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