Ticker · CUSIP 08975B109

BBAI

BIGBEAR AI HLDGS INC

Technology·Information Technology Services

···Share

Holders (tracked)

Combined shares

22,603,828

Combined value

$122.06M

Last close

$3.85

Quarter

2025Q4

Price is -28.7% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$3.85+1.32 (+52.17%)H $8.91 · L $2.39 · Avg Vol 93.9M

Congress buyPosition opened

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

14 events

Ken Griffin (Citadel Advisors) added2026-02-17
+1,332,812 shares · 2025Q4
Position
D.E. Shaw & Co. opened position2026-02-17
+16,100 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−4,196,970 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) trimmed2026-02-17
−1,352,583 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+202,854 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+1,717,731 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+26,110 shares · 2025Q4
Position
Renaissance Technologies exited2026-02-12
−2,290,451 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) exited2025-12-09
−979,390 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+3,056,597 shares · 2025Q3
Position
AQR Capital Management added2025-11-14
+6,920 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+62,785 shares · 2025Q3
Position
Izzy Englander (Millennium Mgmt) trimmed2025-11-14
−1,463,833 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−3,257,500 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for BBAI →

Follow-the-investor returns

If you'd copied each holder of BBAI…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Izzy Englander (Millennium Mgmt)	2022Q1	$3.37	+14.1%	$2.0M
AQR Capital Management	2024Q1	$4.11	-6.3%	$232K
Two Sigma Investments	2023Q1	$5.32	-27.6%	$2.7M
D.E. Shaw & Co.	2025Q4	$5.40	-28.7%	$62K
T. Rowe Price	2024Q1	$5.58	-31.0%	$1.6M
Ken Griffin (Citadel Advisors)	2021Q4	$5.78	-33.3%	$25.9M
Ken Griffin (Citadel Advisors)	2021Q4	$5.78	-33.3%	$25.9M
Ken Griffin (Citadel Advisors)	2021Q4	$5.78	-33.3%	$25.9M
Paul Tudor Jones (Tudor Investment)	2022Q2	$6.13	-37.1%	$6.6M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Paul Tudor Jones (Tudor Investment)
+1,717,731
$9.3M
D.E. Shaw & Co.
+16,100
$87K

Added to3

Ken Griffin (Citadel Advisors)
+1,332,812
$7.2M
AQR Capital Management
+26,110
$141K
T. Rowe Price
+202,854
$1K

Trimmed2

Two Sigma Investments
−4,196,970
$22.7M
Izzy Englander (Millennium Mgmt)
−1,352,583
$7.3M

Exited1

Renaissance Technologies
−2,290,451
$14.9M

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	5	307,919	$2.5M	—
2022Q2	3	74,716	$275K	-2
2022Q3	2	89,653	$140K	-1
2022Q4	2	75,454	$51K	—
2023Q1	5	248,707	$607K	+3
2023Q2	6	2,267,340	$5.3M	+1
2023Q3	5	2,906,505	$4.4M	-1
2023Q4	5	2,841,913	$6.1M	—
2024Q1	8	5,476,247	$11.2M	+3
2024Q2	6	6,834,991	$10.3M	-2
2024Q3	3	253,489	$370K	-3
2024Q4	7	4,842,812	$21.6M	+4
2025Q1	8	10,491,510	$30.0M	+1
2025Q2	9	23,191,361	$157.5M	+1
2025Q3	8	23,340,525	$152.2M	-1
2025Q4	9	22,603,828	$122.1M	+1

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-02-04	Lisa McClain	Buy	$1K – $15K	PDF ↗

Who owns BBAI

9 super-investors · 2025Q4

Tracked stake

22.60M

Combined value

$122M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added5Trim2

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Ken Griffin Citadel Advisors	6.99M	$38M	0.0%	Added+1.33M
2	Ken Griffin Citadel Advisors	6.72M	$36M	0.0%	Added+1.33M
3	Ken Griffin Citadel Advisors	5.46M	$30M	0.0%	Added+1.33M
4	Paul Tudor Jones Tudor Investment	1.72M	$9M	0.0%	New+1.72M
5	Two Sigma Investments	707.0K	$4M	0.0%	Trim−4.20M
6	Izzy Englander Millennium Mgmt	518.3K	$3M	0.0%	Trim−1.35M
7	T. Rowe Price	410.1K	$2M	0.0%	Added+202.9K
8	AQR Capital Management	60.2K	$325K	0.0%	Added+26.1K
9	D.E. Shaw & Co.	16.1K	$87K	0.0%	New+16.1K	—

Recent moves

20 transactions

TRIMTwo Sigma Investments
−4,196,970 · 2025Q4
TRIMIzzy Englander (Millennium Mgmt)
−1,352,583 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+1,717,731 · 2025Q4
NEWD.E. Shaw & Co.
+16,100 · 2025Q4
ADDT. Rowe Price
+202,854 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+1,332,812 · 2025Q4
ADDAQR Capital Management
+26,110 · 2025Q4
SOLDRenaissance Technologies
−2,290,451 · 2025Q4
SOLDPaul Tudor Jones (Tudor Investment)
−979,390 · 2025Q3
ADDAQR Capital Management
+6,920 · 2025Q3
TRIMIzzy Englander (Millennium Mgmt)
−1,463,833 · 2025Q3
ADDTwo Sigma Investments
+3,056,597 · 2025Q3
ADDT. Rowe Price
+62,785 · 2025Q3
TRIMRenaissance Technologies
−3,257,500 · 2025Q3
ADDT. Rowe Price
+100,436 · 2025Q2
ADDIzzy Englander (Millennium Mgmt)
+425,515 · 2025Q2
TRIMAQR Capital Management
−3,604 · 2025Q2
ADDTwo Sigma Investments
+222,316 · 2025Q2
NEWPaul Tudor Jones (Tudor Investment)
+979,390 · 2025Q2
ADDRenaissance Technologies
+3,933,500 · 2025Q2

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