SkyAI
SKYA on Nasdaq. Market value $80m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 30 funds in all.
Largest holders overall
- Electric Capital Partners$3mNew
- ParaFi Capital LP$2mAdded
- Saba Capital Management, L.P.$2m
- Vanguard Capital Management$2mAdded
- Pantera Capital Partners LP$1m
- Arrington Capital Management$1m
- Scoggin Management LP$1m
- Citadel Advisors$1mAdded
- Geode Capital Management$443,868Added
- Shay Capital$410,514New
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
6 investors own more than 5%; 1 of them is pushing for change.
- FalconX Holdings Limitedat least 16.5%−3.5 pts(filed with 6 related holders)Since 9 January 2026
What they said
Item 4(a) is hereby amended and restated in its entirety as follows. The securities were acquired for investment purposes. The Reporting Persons entered into the transaction to obtain an equity position in the Issuer and exposure to the Issuer's business and growth prospects,…
Read the filing - Wei ZhuActivistat least 9.9%0.0 pts(filed with 3 related holders)Since 3 September 2026
What they said
The Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the…
Read the filing - Electric Capital Partners, LLCPassive investorat least 9.9%(filed with 4 related holders)Since 14 October 2025
- Anson Funds Management LPPassive investorat least 9.9%(filed with 5 related holders)Since 31 March 2025
- Saba Capital Management, L.P.Passive investorat least 6.8%−0.1 pts(filed with 2 related holders)Since 30 June 2026
- Altium Capital Management LLCPassive investorat least 3.5%−6.5 pts(filed with 2 related holders)Since 30 June 2025
- BIGGER CAPITAL FUND L PPassive investorSold down below 5%Since 30 September 2025
- BANK OF AMERICA CORP /DE/Passive investorSold down below 5%Since 31 May 2025
| Holder | Stake | Since | |
|---|---|---|---|
FalconX Holdings Limited | at least 16.5%−3.5 pts (filed with 6 related holders) | 9 January 2026 | What they saidItem 4(a) is hereby amended and restated in its entirety as follows. The securities were acquired for investment purposes. The Reporting Persons entered into the transaction to obtain an equity position in the Issuer and exposure to the Issuer's business and growth prospects,… Read the filing |
Wei Zhu Activist | at least 9.9%0.0 pts (filed with 3 related holders) | 3 September 2026 | What they saidThe Reporting Persons purchased the Shares based on the Reporting Persons' belief that the Shares, when purchased, were undervalued and represented an attractive investment opportunity. Depending upon overall market conditions, other investment opportunities available to the… Read the filing |
Electric Capital Partners, LLC Passive investor | at least 9.9% (filed with 4 related holders) | 14 October 2025 | |
Anson Funds Management LP Passive investor | at least 9.9% (filed with 5 related holders) | 31 March 2025 | |
Saba Capital Management, L.P. Passive investor | at least 6.8%−0.1 pts (filed with 2 related holders) | 30 June 2026 | |
Altium Capital Management LLC Passive investor | at least 3.5%−6.5 pts (filed with 2 related holders) | 30 June 2025 | |
BIGGER CAPITAL FUND L P Passive investor | Sold down below 5% | 30 September 2025 | |
BANK OF AMERICA CORP /DE/ Passive investor | Sold down below 5% | 31 May 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
No insider bought or sold on the open market in the last 12 months.
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.