SpaceX Stock has a buyer that can't say no

U.S. retirement accounts are set to boost their investments in SpaceX following its recent IPO. Despite a 31% drop in July 2026, insiders have been granted permission to sell shares. This has led to 911.5 million shares becoming eligible for sale, which will increase the company's float-adjusted market capitalization. The next index rebalancing is expected in September 2026, potentially elevating SpaceX's weight in the Nasdaq-100 index from 1% to over 3.5%.

If the unlocked shares enter the public float, SpaceX's float-adjusted market cap will increase 2.43 times, positioning the company as a top 100 holding in the Russell 1000 index.