InvestorLens

BBAI — BIGBEAR AI HLDGS INC

Public company

Sign in to save2 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying BBAI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Strong distribution · 1 buying vs 3 selling last quarter
21
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their BBAI position last quarter, 1 bought and 3 sold (25% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Izzy Englander)
  • +2 tracked investors reported holding BBAI at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −3 tracked investors reduced or exited last quarter (1 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About BIGBEAR AI HLDGS INC (BBAI)

BIGBEAR AI HLDGS INC (BBAI) appears in the most recent 13F filings of 2 tracked institutional investors. The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $104M. Across recent filings, tracked investors recorded 5 new positions, 4 increased, 6 reduced, and 4 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in BBAI

47
/100
Mixed Activity
Added / Increased9
Reduced6
Exited4
BearishBullish
Crowded Trade Score™

How many top investors track BBAI

13
/100
Undiscovered
2investors

Only 2 tracked investors report this position.

UndiscoveredCrowded
151015+

BBAI Ownership Composition

How BIGBEAR AI HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
100% of tracked value
Institutions
2
tracked investors
Total Reported
$37.4M
combined 13F value
Types1
  • Multi-Strategy / Quant100.0%
Multi-Strategy / Quant(2)
100.0%

Tracked investors currently reporting BBAI

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    10.2M
    Value
    $37.3M
    % Portfolio
    0.00%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    29.4K
    Value
    $107.9K
    % Portfolio
    0.00%

Previously held BBAI

These investors reported BBAI in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Paul Tudor JonesTudor Investment Corp2.4M$8.6MMar 31, 2026
Steve CohenPoint72 Asset Management830.3K$2.9MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold BBAI?
2 tracked institutional investors disclosed a position in BBAI (BIGBEAR AI HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of BBAI?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in BBAI, valued at $104M.
Did institutional ownership of BBAI increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 4 increased, 6 reduced, and 4 fully exited BBAI.
Where does this BBAI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
BBAI (BIGBEAR AI HLDGS INC) — Institutional Holders & 13F — InvestorLens