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KTOSIndustrialsCommon Stock

Kratos Defense & Security Solutions, Inc

Held by 9 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 50077B207 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 9 of the investors we track own this stock. In the latest quarter, 6 of them bought more of it and 6 sold some or all of theirs. That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
9
-4 vs last quarter (like-for-like)
Total value held
$543.44M
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.2%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$62.06M
+16.0% vs last quarter
Net shares bought
+3.5M
Est. net flow +$172.27M
Quarter activity
6 bought · 6 sold
0 new · 4 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns KTOS?

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Who owns KTOS? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Cathie Wood ARK Investment Management LLC 4.67M $232.97M 1.5% Added +1.2M +33.8% +$58.90M
2 Norges Bank Norges Bank Investment Management 1.89M $94.20M 0.0% — — — —
3 Israel Englander Millennium Management 1.30M $64.63M 0.0% Added +1.1M +526.2% +$54.31M
4 Ron Baron Baron Capital (BAMCO) 1.08M $53.75M 0.1% Added +362.5K +50.7% +$18.08M
5 Ken Griffin Citadel Advisors 1.01M $50.26M 0.0% Added +480.7K +91.2% +$23.97M
6 Two Sigma Two Sigma Investments 546.98K $27.27M 0.0% Added +540.1K +7871.2% +$26.93M
7 Baillie Gifford Baillie Gifford & Co 362.30K $18.06M 0.0% Added +94.7K +35.4% +$4.72M
8 Ray Dalio Bridgewater Associates 41.06K $2.05M 0.0% Reduced -33.8K -45.2% -$1.69M
9 David Shaw D.E. Shaw & Co. 5.01K $249.75K 0.0% Reduced -41.9K -89.3% -$2.09M

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Fred Alger Fred Alger Management -116.8K $8.24M
Polen Capital Polen Capital Management -29.3K $2.06M
George Soros Soros Fund Management -5.0K $352.55K
Mario Gabelli GAMCO Investors -3.0K $211.53K

Politician trades

Politician trades in KTOS

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

No politician trades match these filters.