$YSS

BlackRock Portfolio Management LLC sold $10.0M of YSS (indirect holdings)

BlackRock Portfolio Management LLC sold 661,999 indirectly-held shares of York Space Systems Inc. (YSS) at an average of $15.14 ($13.49–$15.58, $10.02M total) across 4 trades over 2026-08-04 to 2026-08-05.

Original reporting
SEC EDGAR · BlackRock Portfolio Management LLC
Published Aug 6, 2026, 4:00 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Aug 7, 2026, 7:46 AM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
AlphAI market briefInsider activity
Primary signal
$YSS
Neutral
medium confidence
Mentioned
$YSS
Relevance
7/10
AlphAI data visualization · based on SEC EDGAR
Decision brief

The 30-second read

$YSSNeutralLow
01

Why it matters

The only new information is the disclosed sale size, price range, and timing. It may marginally affect sentiment around ownership concentration, but it does not provide new operational or financial data about YSS.

02

Market read

Traders may monitor for follow-on ownership changes, but this filing alone is unlikely to drive a sustained repricing without additional company catalysts.

03

What to watch

Because the transaction is indirect and the filing does not state a 10b5-1 plan, traders may overinterpret intent; also, the post-sale share count remains large (16,931,394 shares), suggesting partial rather than exit behavior.

Relevance 7/10Novelty 3/10Timing: filed 2026-08-06, covering sales dated 2026-08-04 to 2026-08-05

Background

The article is a Form 4 insider transaction disclosure on York Space Systems Inc. (YSS) by BlackRock Portfolio Management LLC as a 10% owner, reported via SEC EDGAR.

Company-level read

Ticker impact

$YSSNeutralMedium confidence
Context

BlackRock Portfolio Management LLC, a 10% owner, sold 661,999 YSS shares in open-market trades at $13.49 to $15.58 (avg $15.1422).

Expected impact

Likely limited near-term impact; any effect would be sentiment-driven and should fade unless followed by additional disclosures.

Evidence & confidence

Form 4 shows a sale under an open-market transaction with no 10b5-1 plan stated, but the filing alone rarely changes valuation absent accompanying company-specific news.

Market effects

No direct sector read-through; this is a single-issuer Form 4 sale.

None indicated.

None indicated.

Counterpoint

The sale could be routine portfolio rebalancing or liquidity management, especially since it is spread across multiple trades and does not cite any company-specific issue.

Key entities

  • York Space Systems Inc.

    Subject of the Form 4 disclosure; BlackRock Portfolio Management LLC reported an open-market sale of shares.

  • BlackRock Portfolio Management LLC

    Reporter of the Form 4 sale, reducing holdings via open-market transactions.

Full insider trading history

This story covers one filing. See everything behind it: every insider buy and sell on record, 10b5-1 plans, late filings, and which officers and directors are trading.

Related articles

$YSSMedAI 8/10

York Space Systems (YSS) Cuts Guidance While Backlog Keeps Climbing

York Space Systems (YSS) reported a strong operational quarter but cut its 2026 revenue guidance by $180M due to supply chain delays and government contract shifts. Backlog grew to $592M, but Q2 losses widened to $9.5M. Hedge fund ownership declined, and short interest is at 7.84%. Investors await 2027 revenue conversion from IDIQ task orders and acquisitions.

$YSSHighAI 8/10

York Space Systems (YSS) Q2 2026 Earnings Call Transcript

York Space Systems reported Q2 2026 revenue of $92.5M, up 10% YoY, with adjusted EBITDA loss of $9.5M. Full-year revenue guidance was reduced to $375M-$405M due to supply chain issues and contract timing. The company completed 21 satellite launches and acquired ALL.SPACE for $155M, aiming to expand unmanned systems and secure supply chains.

$YSSMed

York Space Systems Q2 Earnings Call Highlights

York Space Systems (NYSE:YSS) reported Q2 gross margin of 24% versus 11% a year earlier, with gross profit rising to $22.2 million. Backlog was $592 million at June 30. The company guided for mid-20% gross margins in 2026 and said supply-chain delays and removed revenue expectations offset each other. Adjusted EBITDA loss widened to $9.5 million.

$YSSHighAI 9/10

Why York Space Systems Stock Crashed Again Friday

York Space Systems (NYSE: YSS) shares fell 11.2% by 12:35 p.m. ET Friday after missing earnings for a second straight time. Analysts expected Q2 losses of $0.12 per share on $93.9 million sales; York reported losses of $0.31 per share on $92.6 million sales. The company cited 88% contract win rate and $592 million backlog, but lowered 2026 revenue guidance to $375 million to $405 million.