Ag2R la Mondiale Gestion D'Actifs 13F: New $4.6M Stake in SPCX
Key Points
- Ag2R la Mondiale Gestion D'Actifs's new stake in Space Exploration Technologies Corp. represents about 0.3% of its total reported value of $1.52 billion.
- Ag2R la Mondiale Gestion D'Actifs held 30,213 $SPCX shares at quarter end, all of it a new position.
- As of October 26, 2026, SPCX shares closed at $146.90, which is about equal to its recent trading price.
- Analysts maintain a positive outlook on SPCX, with price targets ranging from $230 to $275.
Get Space Exploration Technologies Corp. text alerts
We text you when insiders, Congress, analysts or big funds move on $SPCX.
By entering your mobile number and tapping the sign-up button, you provide express written consent to receive recurring automated text messages from TradeTexts at that number, including stock alerts about SEC filings, insider and congress trades, analyst ratings, hedge fund moves, and earnings results. Consent is not a condition of any purchase. Message frequency varies. Messages are not investment advice. Message and data rates may apply. Reply HELP for help and STOP to opt out at any time. See our Terms and Privacy Policy.
Not investment advice. TradeTexts is not a registered investment adviser, and this automated Space Exploration Technologies Corp. alert may contain errors. Disclosures
Ag2R la Mondiale Gestion D'Actifs took a new position of 30,213 shares in Space Exploration Technologies Corp. (SPCX) in a filing on October 26, 2026. This stake is valued at about $4.56 million, according to the fund's latest Form 13F filed with the SEC.
SPCX
Space Exploration Technologies Corp.
Where Space Exploration Technologies Corp. Fits in Ag2R la Mondiale Gestion D'Actifs's Portfolio
This new position makes up 0.3% of Ag2R la Mondiale's total reported value of approximately $1.52 billion. The fund ranks 51st among its 425 positions, indicating that this is a smaller bet for them relative to their overall portfolio.
Other Institutional Activity in Space Exploration Technologies Corp.
On the same day, Gf Fund Management increased its stake in Space Exploration Technologies Corp. by 825,270 shares, totaling 901,279 shares worth about $135.97 million. Other notable funds include Alphabet Inc. and Valor Management LLC, both holding substantial shares in the company.
Space Exploration Technologies Corp. Stock Down 0.4%
SPCX shares closed at $146.90 on October 26, 2026, which is about equal to its recent trading price. The stock is currently trading below its 50-day moving average by about 1.6% and is down approximately 34.9% from its 52-week high of $225.64.
Recent Earnings
Space Exploration Technologies Corp. reported trailing twelve-month revenue of about $32.04 billion, reflecting a year-over-year revenue growth of 161.4%. The company has a net margin of -8.6%, and its next earnings report is scheduled for February 9, 2027.
Insider Buying and Selling at Space Exploration Technologies Corp.
Recently, CEO Elon Musk sold 11,390 shares at an average price of $105.32 on April 2, 2026, totaling about $1.2 million. Additionally, President Gwynne Shotwell sold 342,170 shares valued at approximately $52.55 million on September 22, 2026.
Analysts Set New Price Targets
On October 21, 2026, multiple firms maintained their ratings on SPCX, with Macquarie rating it as "Outperform" with a target of $250. UBS and Citigroup both rated it as "Buy," with targets of $230 and $240, respectively. The consensus among analysts suggests a positive outlook for the stock, with a target mean price of $257.49.
About Space Exploration Technologies Corp.
Space Exploration Technologies Corp., commonly known as SpaceX, provides satellite-based broadband services and designs reusable rockets for space access. The company operates in the aerospace and defense sector and is headquartered in Starbase, Texas.
Bottom Line
Investors should keep an eye on SpaceX's performance leading up to its next earnings date on February 9, 2027. Ag2R la Mondiale Gestion D'Actifs's new position adds to the ongoing interest in the aerospace sector, particularly amid rising analyst ratings for SPCX.
Related Filing Alerts
Source: Ag2R la Mondiale Gestion D'Actifs's 13F filing on $SPCX (Oct 26, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts