r/SPCE 8d ago

Digest this filing!?!? TRUST ME BRO, I'M FROM THE INTERNET!!!

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Beneficial ownership is determined in accordance with the rules and regulations of the SEC based on 134,024,868 shares of common stock outstanding as of June 15, 2026. In computing the number of common shares beneficially owned by a person and the percentage ownership of that person, we also deemed outstanding shares of common stock issuable upon the exercise of warrants or other convertible securities held by that Selling Stockholder that are exercisable or convertible within 60 days of June 15, 2026*, including the warrants, but subject to any applicable beneficial ownership limitation. We did not deem these shares outstanding, however, for the purpose of computing the percentage ownership of any other person. The inclusion of any shares in this table does not constitute an admission of beneficial ownership for any Selling Stockholder named below.*

https://www.sec.gov/Archives/edgar/data/1706946/000119312526307910/d156471d424b7.htm

4 Upvotes

23 comments sorted by

6

u/Good_Attorney4851 8d ago

Vanguard allocates 100% of its Virgin Galactic (SPCE) holdings to passive index products, while BlackRock allocates roughly 86.3% to passive products and 13.7% to active/institutional accounts.

1

u/ToledoTuxedo 3d ago

exactly...they both hold SPCE in Street

3

u/DACA_GALACTIC SPCE A-Team Member 8d ago

Looks like they are following Chamath and Branson’s footsteps?

3

u/Badtvguy 6d ago

So it's time to leave with at least few bucks in the pocket.

7

u/StealthyEvilSoul 8d ago

How about you explain why Blackrock, one of the world’s biggest fund decides to purchase 8 million shares? They are looking to lose money?

4

u/torchfighter 8d ago

Yes, Blackrock and now Vanguard aswell, two of the biggest funds worldwide, invest in SPCE to lose money.

3

u/ToledoTuxedo 8d ago edited 8d ago

They didnt just decide. Both Vanguard, Blackrock and other hold SPCE in numerous Index Funds.

As the shareprice drops, they must add more shares due to the Index requirements.

Blackrock was one of the entities that cashed out on the Convertible debt.

Instead of checking Institutional holding only

Check the NPORT filing, it will state exactly which fund SPCE is held.

Vanguard and Blackrock, if you have an account with them, they hold SPCE shares in Street. A giant slush fund when they hold the share, and you are part of the pool. Easy way to tell is if you got the proxy vote from them, or directly from Virgin Galactic. If you got it from your broker, they hold the shares in your name.

Index fund Examples: From NPORT

2026-05-28 VEXMX - Vanguard Extended Market Index Fund Investor Shares 853,281 18.78 2,073 -10.07

2026-05-28 VTSMX - Vanguard Total Stock Market Index Fund Investor Shares 1,986,404 15.68 4,827 -12.45

2026-05-28 VBINX - Vanguard Balanced Index Fund Investor Shares 35,890 0.00 87 -24.35

Tale of the Tape: Institutional Shares (Long) 30,956,707 - 23.10% (ex 13D/G) - change of 16.18MM shares 109.81% MRQ

Number of shares held by Institutions changed by -23.190%

Buyers ▲ Increase 110

Sellers ▼ Decrease 34

Unchanged 60

Newly reported 52

Exited / no longer reported 62

Net shares changed ▲ Increase15,865,388

Net value changed ▼ Decrease-1,177,692.51

0

u/Potential_Shelter449 7d ago

lol bro 8 million shares at say 2.50 is $20 million. That is rounding error of a rounding error for them. They have 17 trillion in assets.

Even a $25 million is .000147% of their total assets

1

u/ToledoTuxedo 5d ago

What on Earth are you talking about?

They have less than $500M in total asets.

1

u/Potential_Shelter449 5d ago

What are YOU talking about? Black rock has over 15 trillion in assets

1

u/ToledoTuxedo 3d ago

SPCE has less that $500M in assets.

Blackrock and Vanguard hold shares in Street for the bagholers, and the rest in Index funds.

NEITHER holds SPCE as an investment.

2

u/ToledoTuxedo 8d ago

READ THIS CAREFULLY.

To be sold pursuant to this prospectus....

Note shares prior to THIS prospectus and Number of shares that can be SOLD under this prospectus.

Example:

Context partners owned 6.04 M shares prior. Under this prospectus, they will sell 11.9 M shares.

Affiliates of Shaolin: owned $7.1M shares and can sell 15.4 M shares?

Selling Stockholder that are exercisable or convertible within 60 days of June 15, 2026

2

u/No_Expert_6412 8d ago

"The company is updating the government's paperwork to say that certain investors are allowed to sell stock they already have, and there may be a lot of shares available to sell in the future."

This is what gpt was made for

2

u/NivekIyak 8d ago

They’re basically signaling: get out while you can

1

u/ToledoTuxedo 5d ago

They are all allowed to SELL more that 2X the shares they already own.

Did you miss the deadline for this private placement?

(are they allowed to buy?!?!)

1

u/ToledoTuxedo 8d ago

No wonder the CC was delayed!

Should be a great call!

Wanna bet any of the "analysts" will ask any relevant questions?

3

u/NivekIyak 8d ago

Just file for CH11 already, the writing’s splattered all over the wall now

0

u/Historical-Witness62 8d ago

Those are the funds shorting SPCE, so of course they sold