
Insider and congress filings
Space Exploration Technologies Corp. (SPCX)
NASDAQ · Industrials · 52 insider transactions · 6 congress trades · last filed 18 days agoNasdaq 100
About Space Exploration Technologies Corp.
from the company's filings and listing, as of Oct 22, 2026- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Chief executive
- Elon Reeve Musk
- Employees
- 22,000
- Listed since
- Jun 12, 2026
- Market value
- $2.1T
- Price to earnings (12 mo)
- -
- Net income per share, as reported (12 mo)
- -$0.12
- Dividend yield
- -
Earnings
3 reported quarters · next on Feb 25, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 20, 2026 | $0.35 | $0.13 | $14.6B | $12.9B | EPS beatRevenue beat |
| Q2 FY2026reported Aug 4, 2026 | -$0.09 | -$0.23 | $7.8B | $6.8B | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported May 20, 2026 | -$1.19 | n/a | $4.7B | n/a | EPS n/aRevenue n/a |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Alphabet Inc. | $94.2B | 551,189,500 | New | 9.40% |
| Valor Management LLC | $86.0B | 503,414,530 | New | 8.58% |
| FMR LLC | $51.7B | 302,555,831 | New | 5.16% |
| VY Capital Management Co. Ltd. | $46.4B | 271,811,500 | New | 4.64% |
| Gigafund Management Company, LLC | $29.4B | 171,826,745 | New | 2.93% |
| Public Investment Fund | $26.3B | 154,146,835 | New | 2.63% |
| BAMCO Inc | $24.9B | 145,775,147 | New | 2.49% |
| D1 Capital Partners L.P. | $21.5B | 126,042,232 | New | 2.15% |
| Nvidia Corp | $21.0B | 122,764,805 | New | 2.09% |
| SC US (Ttgp), Ltd. | $20.9B | 122,519,145 | New | 2.09% |
| Capricorn Investment Group LLC | $20.6B | 120,801,820 | New | 2.06% |
| Darsana Capital Partners LP | $17.3B | 101,461,915 | New | 1.73% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding SPCX
12 of 29 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| D1 Capital PartnersDaniel Sundheim | $21.5B | 126,042,232 | 61.9% |
| Darsana Capital Partners | $17.3B | 101,461,915 | 77.8% |
| Alpha Wave Global | $5.3B | 31,246,965 | 85.5% |
| Atreides Management | $4.7B | 27,332,943 | 32.6% |
| Coatue ManagementPhilippe Laffont | $3.2B | 18,561,780 | 6.5% |
| Millennium ManagementIsrael Englander | $3.0B | 17,604,863 | 1.1% |
| Dragoneer Investment Group | $1.4B | 8,000,000 | 48.2% |
| D. E. Shaw & Co.David Shaw | $912.4M | 5,340,000 | 0.4% |
| Cathie WoodARK Invest | $765.1M | 4,478,013 | 5.0% |
| Dmitry BalyasnyBalyasny Asset Management | $580.5M | 3,397,642 | 0.7% |
| ExodusPoint Capital Management | $331.3M | 1,938,935 | 2.1% |
| Altimeter CapitalBrad Gerstner | $303.5M | 1,776,485 | 3.1% |
Also holding SPCX: Hudson Bay Capital, Davidson Kempner Capital Management, Tudor Investment Corporation, Schonfeld Strategic Advisors, Sculptor Capital, Freestone Grove Partners, Element Capital Management, Tiger Global Management, Samlyn Capital, HBK Capital Management, Pentwater Capital Management, David Tepper, Third Point, Whale Rock Capital Management, Steadfast Capital Management, Montanova Capital, Bracebridge Capital.
29 of the 97 fund managers we track list SPCX shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
2 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Gwynne ShotwellPresident and COO | Sold · scheduled · 5 lines | 342,170 | $153.57 | $52.5M | Sep 22, 2026filed Sep 24, 2026 | 2d |
| Elon MuskCEO, CTO & Chairman | Sold | 11,390 | $105.32 | $1.2M | Apr 2, 2026filed Jun 17, 2026 | 53d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. Scheduled: set up in advance under a Rule 10b5-1 trading plan. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (18)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Gwynne ShotwellPresident and COO | Option exercise | 342,170 | Sep 22, 2026 |
| Gwynne ShotwellPresident and COO | Option exercise | 213,310 | Apr 18, 2026 |
| Antonio J. GraciasDirector | Other (see filing) | 42,790,223 | Sep 11, 2026 |
| Elon MuskCEO, CTO & Chairman | Conversion | 13,869,448 | Jun 15, 2026 |
| Elon MuskCEO, CTO & Chairman | Conversion | 3,252,274,200 | Jun 15, 2026 |
| Elon MuskCEO, CTO & Chairman | Stock award | 532,689,090 | Feb 2, 2026 |
| Elon MuskCEO, CTO & Chairman | Conversion | 315,926,250 | Jun 15, 2026 |
| Elon MuskCEO, CTO & Chairman | Other (see filing) | 186,545 | Apr 2, 2026 |
| Elon MuskCEO, CTO & Chairman | Gift | 480 | Apr 2, 2026 |
| Elon MuskCEO, CTO & Chairman | Disposed to issuer | 25,172,695 | Mar 23, 2026 |
| Elon MuskCEO, CTO & Chairman | Stock award | 511,368,120 | Feb 2, 2026 |
| Elon MuskCEO, CTO & Chairman | Other Form 4 entry (see filing) | 350,900,495 | Jun 11, 2026 |
| Elon MuskCEO, CTO & Chairman | Other Form 4 entry (see filing) | 13,869,448 | Jun 11, 2026 |
| Gwynne ShotwellPresident and COO | Other Form 4 entry (see filing) | 4,779,240 | Jun 11, 2026 |
| Gwynne ShotwellPresident and COO | Other Form 4 entry (see filing) | 7,113,550 | Jun 11, 2026 |
| Bret W. JohnsenChief Financial Officer | Other Form 4 entry (see filing) | 4,330,120 | Jun 11, 2026 |
| Bret W. JohnsenChief Financial Officer | Other Form 4 entry (see filing) | 71,445 | Jun 11, 2026 |
| Ira Matthew EhrenpreisDirector | Other Form 4 entry (see filing) | 564,650 | Jun 11, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in SPCX
6 disclosures of 6 on record · median 20d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Maria Elvira Salazar | Stock | Sale | $1,001 - $15,000 | -0.4%After the saleS&P 500 -1.2% · +0.8 pts vs S&P 500 | Sep 24, 2026 | Oct 7, 2026 | 13d |
| Maria Elvira Salazar | Stock | Purchase | $1,001 - $15,000 | +0.9%S&P 500 -1.6% · +2.6 pts vs S&P 500 | Aug 12, 2026 | Sep 9, 2026 | 28d |
| Jared Moskowitz | Stock | Purchase | $1,001 - $15,000 | -8.4%S&P 500 +2.4% · -10.8 pts vs S&P 500 | Jun 12, 2026 | Jul 26, 2026 | 44d |
| John McGuireSpouse | Stock | Purchase | $1,001 - $15,000 | -23.4%S&P 500 +0.7% · -24.1 pts vs S&P 500 | Jun 15, 2026 | Jul 8, 2026 | 23d |
| Daniel MeuserDependent child | Stock | Purchase | $15,001 - $50,000 | -23.4%S&P 500 +0.7% · -24.1 pts vs S&P 500 | Jun 15, 2026 | Jul 2, 2026 | 17d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | -20.3%S&P 500 +1.5% · -21.8 pts vs S&P 500 | Jun 18, 2026 | Jul 2, 2026 | 14d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in SPCX, filterable by party, chamber, type and account.
Members of Congress reporting a position
7 members · estimate, as of Oct 21, 20267 members report a position (estimated). The largest estimated position is in the $50,001 - $100,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| William R. Timmons IV | Republican · House | $50,001 - $100,000 | 48.9% |
| John James | Republican · House | $15,001 - $50,000 | 3.2% |
| Daniel Meuser | Republican · House | $15,001 - $50,000 | 1.2% |
| Maria Elvira Salazar | Republican · House | $1,001 - $15,000 | 0.4% |
| Jared Moskowitz | Democrat · House | $1,001 - $15,000 | 0.2% |
| Gilbert Ray Cisneros, Jr. | Democrat · House | $1,001 - $15,000 | <0.1% |
| John McGuire | Republican · House | $1,001 - $15,000 | 1.5% |
Estimate, as of Oct 21, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling SPCX?
Across the 2 most recent open-market filings shown here, 0 were purchases and 2 were sales. One was scheduled in advance under a Rule 10b5-1 plan.
Which members of Congress have traded SPCX?
Maria Elvira Salazar, Jared Moskowitz, John McGuire, Daniel Meuser and Gilbert Ray Cisneros, Jr. disclosed SPCX transactions in the filings shown here.
Which members of Congress hold SPCX?
7 members of Congress report a position in SPCX in the estimate we hold as of Oct 21, 2026. The three largest estimated positions belong to William R. Timmons IV, John James and Daniel Meuser. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is SPCX in the S&P 500 or the Nasdaq 100?
Space Exploration Technologies Corp. is a current member of the Nasdaq 100, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are SPCX trades disclosed?
Insider filings on this page reached the public a median of 28 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 20 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
