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Third Point LLC and Daniel Loeb Report 5,000,000 BLDE Shares (6.12%)

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Third Point LLC and Daniel S. Loeb report beneficial ownership of 5,000,000 shares of Blade Air Mobility, Inc., equal to 6.12% of the company's common stock. The percentage is calculated using the issuer's reported 81,695,605 shares outstanding as of July 29, 2025. Both reporting persons state shared voting and shared dispositive power for the 5,000,000 shares and report no sole voting or dispositive power.

The Schedule 13G filing includes a certification that the securities were not acquired to change or influence control of the issuer, clarifying the reporting persons' stated passive intent. The disclosure is material because it exceeds the 5% reporting threshold and identifies who holds meaningful shared influence over the issuer's voting rights.

Positive

  • Third Point LLC and Daniel S. Loeb disclose beneficial ownership of 5,000,000 shares, representing 6.12% of outstanding common stock
  • Filing includes an Item 10 certification stating the shares were not acquired to change or influence control, indicating a declared passive intent

Negative

  • None.

Insights

TL;DR Third Point and Daniel Loeb disclose a material 5.0M-share (6.12%) stake with shared control but state passive intent.

From a market perspective, a disclosed 6.12% stake is materially large for a single reporting group and will be parsed by investors and analysts when assessing shareholder composition and potential voting dynamics. The filing shows shared voting and dispositive power rather than sole control, which limits unilateral action by the reporting persons. The percentage calculation is transparent, based on the issuer's reported 81,695,605 shares outstanding. Because the filing is on Schedule 13G with a certification of non-control intent, this disclosure signals a significant passive stake rather than an announced campaign to change governance.

TL;DR A substantive minority stake with shared voting power is disclosed; the filing asserts it was not acquired to influence control.

The Schedule 13G identifies Third Point LLC and Daniel S. Loeb as holders of shared voting and dispositive power over 5,000,000 shares. That level of ownership crosses regulatory materiality thresholds and requires public disclosure, which it provides. The Item 10 certification explicitly states the shares were not acquired to change or influence control, indicating a passive posture under the filing rules. For governance monitoring, the key facts are the size of the stake, the allocation of voting/dispositive authority, and the clear statement of passive intent included in the filing.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G




Comment for Type of Reporting Person: Calculation of the percentage set forth in Row 11 is based on the quotient obtained by dividing (a) the number of shares of Common Stock, $0.0001 par value per share ("Common Stock"), of Blade Air Mobility, Inc. (the "Issuer") beneficially owned by the Reporting Persons as set forth in Row 9 by (b) the 81,695,605 shares of Common Stock outstanding as of July 29, 2025, as reported by the Issuer in its quarterly report on Form 10-Q for the fiscal quarter ended June 30, 2025, as filed with the U.S. Securities and Exchange Commission on August 5, 2025.


SCHEDULE 13G




Comment for Type of Reporting Person: Calculation of the percentage set forth in Row 11 is based on the quotient obtained by dividing (a) the number of shares of Common Stock, $0.0001 par value per share ("Common Stock"), of Blade Air Mobility, Inc. (the "Issuer") beneficially owned by the Reporting Persons as set forth in Row 9 by (b) the 81,695,605 shares of Common Stock outstanding as of July 29, 2025, as reported by the Issuer in its quarterly report on Form 10-Q for the fiscal quarter ended June 30, 2025, as filed with the U.S. Securities and Exchange Commission on August 5, 2025.


SCHEDULE 13G



Third Point LLC
Signature:/s/ Jana Tsilman
Name/Title:Jana Tsilman/Attorney-in-Fact for Daniel S. Loeb, Chief Executive Officer
Date:08/11/2025
Daniel S. Loeb
Signature:/s/ Jana Tsilman
Name/Title:Jana Tsilman/Attorney-in-Fact for Daniel S. Loeb
Date:08/11/2025

Comments accompanying signature: The Power of Attorney granted by Third Point LLC and Daniel S. Loeb in favor of Jana Tsilman and Joshua L. Targoff, dated February 9, 2024, which was previously filed with the SEC on February 13, 2024 as Exhibit 99.2 to the Schedule 13G/A filed by Third Point LLC and Daniel S. Loeb with respect to Global Blue Group Holding AG and is incorporated herein by reference.
Exhibit Information

Exhibit 99.1: Joint Filing Agreement, dated August 11, 2025, by and between Third Point LLC and Daniel S. Loeb. Exhibit 99.2: Power of Attorney granted by Third Point LLC and Daniel S. Loeb in favor of Jana Tsilman and Joshua L. Targoff, dated February 9, 2024, which was previously filed with the SEC on February 13, 2024 as Exhibit 99.2 to the Schedule 13G/A filed by Third Point LLC and Daniel S. Loeb with respect to Global Blue Group Holding AG and is incorporated herein by reference.

FAQ

What stake do Third Point LLC and Daniel S. Loeb report in Blade Air Mobility (BLDE)?

They report beneficial ownership of 5,000,000 shares, equal to 6.12% of common stock as disclosed in the Schedule 13G.

How was the 6.12% ownership percentage calculated for BLDE?

The percentage is calculated by dividing 5,000,000 shares by the issuer's reported 81,695,605 shares outstanding as of July 29, 2025.

Do the reporting persons claim intent to influence control of Blade Air Mobility?

No. The filing includes a certification stating the securities were not acquired to change or influence control of the issuer.

What voting and dispositive powers are reported by Third Point and Mr. Loeb for BLDE shares?

Both Third Point LLC and Daniel S. Loeb report 0 sole voting power and 5,000,000 shared voting power, and similarly 0 sole dispositive power and 5,000,000 shared dispositive power.

Who are the reporting persons named in the Schedule 13G for BLDE?

The reporting persons are Third Point LLC (a Delaware limited liability company) and Daniel S. Loeb (U.S. citizen), acting as the Management Company and its CEO.
Blade Air Mobility Inc

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