Two passive 5%+ stakes filed within three days (BlackRock and Vanguard Capital Management) signal strong institutional accumulation. Monitor for additional 13G filings from other large index fund managers and any potential 13D conversion if activist intent emerges.
Price Chart
Executive Summary
Vanguard Capital Management LLC filed a new Schedule 13G disclosing a 5.11% passive stake in AST SpaceMobile, Inc., representing 15,330,194 shares of Common Stock as of September 30, 2026. This is a new filing by Vanguard Capital Management (not an amendment) and certifies passive intent with no control influence. The disclosure follows a similar 13G filing by BlackRock three days earlier, indicating growing institutional interest in the company.
Key Financial Metrics
Key Facts
- Vanguard Capital Management LLC filed a new Schedule 13G disclosing a 5.11% passive stake in AST SpaceMobile, Inc.
- The stake represents 15,330,194 shares of Common Stock as of September 30, 2026.
- The filing certifies passive intent under Rule 13d-1(b) with no purpose of changing or influencing control.
- This is a new filing (not an amendment) by Vanguard Capital Management, a separate entity from Vanguard Group which previously filed 13G amendments.
- The filing follows a BlackRock 13G disclosure of a 5.4% stake on October 27, 2026.
Financial Impact
Stake valued at approximately $843 million based on $16.5B market cap and 5.11% ownership.
Risk Factors
- Passive 13G filing confirms no activist intent; no immediate catalyst for stock price.
- The filing does not disclose the price or timing of share purchases, limiting insight into cost basis.
- Vanguard Capital Management's stake may overlap with Vanguard Group's prior filings; aggregate Vanguard ownership could be higher than 5.11%.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0002100119-26-001548 |
| Document: 0002100119-26-001548-index.html | 0002100119-26-001548 |
| Document: 0002100119-26-001548.txt | 0002100119-26-001548 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 30, 2026 2d ago | SC 13G | $41.81 | awaiting T+60 | awaiting T+60 | $40.97 (−2.00%) |
Oct 27, 2026 4d ago | SC 13G | $42.30 | awaiting T+60 | awaiting T+60 | $40.97 (−3.14%) |
Oct 21, 2026 10d ago | Institutional Cluster | $38.77 | awaiting T+60 | awaiting T+60 | $40.97 (+5.67%) |
Oct 20, 2026 11d ago | 8-K | $40.90 | awaiting T+60 | awaiting T+60 | $40.97 (+0.17%) |
Sep 17, 2026 6w ago | Insider Cluster | $58.52 | awaiting T+60 | awaiting T+60 | $40.97 (+29.99%) |
Aug 15, 2026 11w ago | Institutional Cluster | $71.14 | awaiting T+60 | awaiting T+60 | $40.97 (−42.41%) |
Jun 22, 2026 18w ago | 144 | $72.87 $59.27 | ▲ +18.66% | ▲ +21.91% | $40.97 (+43.78%) |
Jun 12, 2026 20w ago | Insider Cluster | $87.57 $62.42 | ▼ −28.72% | ▼ −29.72% | $40.97 (−53.21%) |
Jun 12, 2026 20w ago | Insider Cluster | $87.57 $62.42 | ▼ −28.72% | ▼ −29.72% | $40.97 (−53.21%) |
Jun 12, 2026 20w ago | Institutional Cluster | $82.41 $66.12 | ▼ −19.77% | ▼ −23.03% | $40.97 (−50.29%) |
US Market Status
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