Themes Management Co LLC Acquires New Stake in BigBear.ai Holdings, Inc. $BBAI

Posted by Brian Himes on May 26th, 2026

Themes Management Co LLC bought a new position in shares of BigBear.ai Holdings, Inc. (NYSE:BBAI – Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The fund bought 209,904 shares of the company’s stock, valued at approximately $1,133,000.

A number of other institutional investors and hedge funds have also made changes to their positions in BBAI. Vanguard Group Inc. lifted its stake in shares of BigBear.ai by 32.6% in the third quarter. Vanguard Group Inc. now owns 27,604,836 shares of the company’s stock valued at $179,984,000 after purchasing an additional 6,790,890 shares during the period. UBS Group AG grew its position in BigBear.ai by 145.7% during the fourth quarter. UBS Group AG now owns 10,386,833 shares of the company’s stock worth $56,089,000 after buying an additional 6,158,665 shares during the period. Two Sigma Investments LP grew its position in BigBear.ai by 165.5% during the third quarter. Two Sigma Investments LP now owns 4,903,920 shares of the company’s stock worth $31,974,000 after buying an additional 3,056,597 shares during the period. Goldman Sachs Group Inc. increased its holdings in BigBear.ai by 569.0% in the first quarter. Goldman Sachs Group Inc. now owns 2,340,713 shares of the company’s stock valued at $6,694,000 after buying an additional 1,990,822 shares in the last quarter. Finally, First Trust Advisors LP acquired a new stake in shares of BigBear.ai during the 3rd quarter valued at approximately $10,852,000. 7.55% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at BigBear.ai

In other news, Director Pamela Joyce Braden sold 80,000 shares of BigBear.ai stock in a transaction on Monday, March 16th. The stock was sold at an average price of $4.00, for a total transaction of $320,000.00. Following the completion of the transaction, the director owned 508,687 shares of the company’s stock, valued at $2,034,748. The trade was a 13.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Dorothy D. Hayes sold 15,000 shares of BigBear.ai stock in a transaction on Friday, May 8th. The stock was sold at an average price of $4.11, for a total value of $61,650.00. Following the transaction, the director directly owned 204,150 shares of the company’s stock, valued at $839,056.50. This trade represents a 6.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.57% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently commented on BBAI. HC Wainwright decreased their price target on BigBear.ai from $8.00 to $6.00 and set a “buy” rating on the stock in a research note on Tuesday, March 3rd. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of BigBear.ai in a research note on Monday, April 20th. Wall Street Zen upgraded BigBear.ai from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Cantor Fitzgerald lowered their target price on BigBear.ai from $6.00 to $5.00 and set a “neutral” rating on the stock in a report on Tuesday, March 3rd. One analyst has rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, BigBear.ai currently has an average rating of “Hold” and a consensus target price of $5.50.

Get Our Latest Research Report on BBAI

BigBear.ai Trading Up 0.4%

NYSE:BBAI opened at $4.20 on Tuesday. The company has a market capitalization of $2.01 billion, a PE ratio of -4.82 and a beta of 3.25. The company has a quick ratio of 6.08, a current ratio of 6.08 and a debt-to-equity ratio of 0.01. BigBear.ai Holdings, Inc. has a 52-week low of $3.01 and a 52-week high of $9.39. The stock has a fifty day simple moving average of $3.80 and a 200-day simple moving average of $4.86.

BigBear.ai (NYSE:BBAI – Get Free Report) last released its quarterly earnings results on Monday, March 2nd. The company reported ($0.01) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.05) by $0.04. The business had revenue of $27.30 million during the quarter, compared to the consensus estimate of $33.31 million. BigBear.ai had a negative return on equity of 16.02% and a negative net margin of 226.69%.The business’s revenue was down 37.7% on a year-over-year basis. During the same quarter in the previous year, the company posted ($0.43) EPS. On average, equities research analysts expect that BigBear.ai Holdings, Inc. will post -0.2 earnings per share for the current fiscal year.

About BigBear.ai

(Free Report)

BigBear.ai is a provider of artificial intelligence (AI) and data analytics solutions designed to deliver actionable insights for public sector and commercial clients. Headquartered in Columbia, Maryland, the company specializes in advanced analytics, machine learning, predictive modeling and network analysis to support decision-making in complex, data-rich environments. Its clientele spans defense and intelligence agencies, civil government organizations and enterprise businesses seeking to enhance mission outcomes and operational efficiency.

The company’s flagship offerings include an AI-driven analytics platform that integrates data engineering, algorithm development and visualization tools.