KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
Total Trades
228
Buys
4
Sells
206
Largest Trade
N/A
Insiders
19
Institutional Funds
587
Inst. Value
$1M+
Activist Filings
14
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Carter David M | President | SELL | $100K–$500K | 4K | $26.73 | Dec 5, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $26.51 | Nov 28, 2024 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 884 | $25.53 | Nov 15, 2024 |
| Goodwin Benjamin M. | SVP Corp. Dev. & G… | SELL | $100K–$500K | 5K | $27.71 | Nov 15, 2024 |
| Carrai Phillip D | President | SELL | $50K–$100K | 4K | $25.00 | Nov 15, 2024 |
| Rock Stacey G | President | SELL | $50K–$100K | 4K | $22.96 | Nov 1, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $22.96 | Nov 1, 2024 |
| Carter David M | President | SELL | $50K–$100K | 4K | $22.95 | Nov 1, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $24.01 | Oct 30, 2024 |
| MILLS THOMAS E IV | President | SELL | $100K–$500K | 7K | $24.88 | Oct 18, 2024 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $24.96 | Oct 18, 2024 |
| Carrai Phillip D | President | SELL | $50K–$100K | 4K | $24.92 | Oct 18, 2024 |
| Mendoza Marie | SVP & General Coun… | SELL | $50K–$100K | 2K | $25.00 | Oct 4, 2024 |
| Rock Stacey G | President | SELL | $50K–$100K | 4K | $23.67 | Oct 3, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $23.68 | Oct 3, 2024 |
| Carter David M | President | SELL | $50K–$100K | 4K | $23.68 | Oct 3, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $23.37 | Oct 2, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $22.58 | Aug 28, 2024 |
| DEMARCO ERIC M | President & CEO | BUY | $100K–$500K | 12K | $20.89 | Aug 21, 2024 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 1K | $20.07 | Aug 17, 2024 |
| Carrai Phillip D | President | SELL | $50K–$100K | 4K | $20.09 | Aug 17, 2024 |
| ANDERSON SCOTT I | Director | SELL | $100K–$500K | 9K | $21.11 | Aug 17, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $22.54 | Aug 3, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $22.68 | Jul 31, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $20.00 | Jul 3, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $21.09 | Jun 27, 2024 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 2K | $19.47 | Jun 20, 2024 |
| Carrai Phillip D | President | SELL | $50K–$100K | 4K | $19.48 | Jun 20, 2024 |
| ANDERSON SCOTT I | Director | SELL | $100K–$500K | 11K | $19.55 | Jun 20, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $21.91 | Jun 5, 2024 |
| Adelman Jonah | President | SELL | $1M+ | 90K | $21.58 | Jun 5, 2024 |
| Boyd Bradley L | Director | SELL | $15K–$50K | 2K | $21.64 | May 31, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $21.97 | May 31, 2024 |
| Fendley Steven S. | President | SELL | $500K+ | 25K | $21.44 | May 24, 2024 |
| MILLS THOMAS E IV | President | SELL | $100K–$500K | 7K | $21.34 | May 24, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $18.76 | May 1, 2024 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 2K | $18.18 | Apr 17, 2024 |
| Carrai Phillip D | President | SELL | $50K–$100K | 4K | $18.19 | Apr 17, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $17.80 | Mar 27, 2024 |
| Mendoza Marie | SVP & General Coun… | GRANT | N/A | 43K | — | Mar 5, 2024 |
| Mendoza Marie | SVP & General Coun… | SELL | $15K–$50K | 2K | $18.05 | Mar 5, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $18.24 | Feb 29, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $20.00 | Feb 17, 2024 |
| Carrai Phillip D | President | SELL | $50K–$100K | 4K | $20.87 | Feb 17, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $17.34 | Feb 1, 2024 |
| Carrai Phillip D | President | SELL | $50K–$100K | 4K | $18.85 | Jan 19, 2024 |
| Lund Deanna H | EVP & CFO | SELL | $100K–$500K | 6K | $20.14 | Jan 5, 2024 |
| Lund Deanna H | EVP & CFO | EXERCISE | N/A | 135K | — | Jan 5, 2024 |
| Fendley Steven S. | President | SELL | $100K–$500K | 7K | $20.40 | Dec 29, 2023 |
| MILLS THOMAS E IV | President | SELL | $100K–$500K | 6K | $19.42 | Nov 30, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 587 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| STATE STREET CORP | 8.2M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 3.8M | $1M+ | SH |
| ARK Investment Management LLC | 3.5M | $1M+ | SH |
| ALLIANCEBERNSTEIN L.P. | 2.9M | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 2.9M | $1M+ | SH |
| VAN ECK ASSOCIATES CORP | 2.6M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 2.6M | $1M+ | SH |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 2.6M | $1M+ | SH |
| Rovida Investment Management Ltd | 1.8M | $1M+ | SH |
| AMERICAN CAPITAL MANAGEMENT INC | 1.6M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5M | $1M+ | SH |
| Clearbridge Investments, LLC | 1.5M | $1M+ | SH |
| NORGES BANK | 1.4M | $1M+ | SH |
| Sumitomo Mitsui Trust Group, Inc. | 1.3M | $1M+ | SH |
| Amova Asset Management Americas, Inc. | 1.3M | $1M+ | SH |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 1.2M | $1M+ | SH |
| Stephens Investment Management Group LLC | 1.2M | $1M+ | SH |
| EMERALD ADVISERS, LLC | 875K | $1M+ | SH |
| LORD, ABBETT & CO. LLC | 731K | $1M+ | SH |
| BNP PARIBAS FINANCIAL MARKETS | 602K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13G/A · Mar 5, 2026
10.5%
17.9M shares
SC 13G · Feb 9, 2026
4.9%
8.2M shares
SC 13G/A · Jan 30, 2026
9.8%
16.5M shares
SC 13G · Nov 10, 2025
5.1%
8.5M shares
SC 13G/A · Oct 17, 2025
12.7%
21.5M shares
SC 13G · May 13, 2025
6.4%
9.8M shares
SC 13G/A · Apr 7, 2025
10.8%
16.4M shares
SC 13G/A · Apr 3, 2025
15.8%
24.1M shares
STATE STREET CORPORATION 04-2456637
SC 13G/A · Oct 18, 2024
3.9%
5.8M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.4%
12.2M shares
SC 13G/A · Jan 24, 2024
9.1%
11.7M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G/A · Jan 24, 2024
5.2%
0 shares
SC 13G/A · Feb 10, 2023
6.2%
7.7M shares
SC 13G/A · Jan 25, 2023
8.7%
10.9M shares