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LOGI · CSCO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • LOGI
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterLOGICSCO
Q3 202011 holders, $1.2bn27 holders, $12.0bn
Q4 202010 holders, $1.6bn30 holders, $14.3bn
Q1 20219 holders, $1.5bn30 holders, $16.3bn
Q2 202110 holders, $1.6bn26 holders, $16.2bn
Q3 202110 holders, $1.1bn28 holders, $17.4bn
Q4 20216 holders, $574m25 holders, $19.0bn
Q1 20227 holders, $464m32 holders, $15.9bn
Q2 20227 holders, $356m33 holders, $11.8bn
Q3 20226 holders, $303m36 holders, $11.2bn
Q4 20226 holders, $410m36 holders, $38.3bn
Q1 20237 holders, $353m25 holders, $13.5bn
Q2 20238 holders, $480m26 holders, $13.2bn
Q3 20237 holders, $602m33 holders, $14.2bn
Q4 20238 holders, $1.1bn26 holders, $12.5bn
Q1 202410 holders, $1.1bn30 holders, $12.6bn
Q2 202410 holders, $1.4bn31 holders, $12.2bn
Q3 20248 holders, $1.2bn27 holders, $13.7bn
Q4 20249 holders, $998m38 holders, $17.6bn
Q1 20258 holders, $1.1bn33 holders, $18.1bn
Q2 20258 holders, $853m31 holders, $17.6bn
Q3 20259 holders, $1.3bn25 holders, $16.3bn
Q4 20259 holders, $1.3bn25 holders, $26.5bn
Q1 20269 holders, $883m28 holders, $31.9bn
Q2 20268 holders, $1.2bn32 holders, $49.1bn
LOGI

Logitech Intl S A

Holders
10
Reported value
$1.4bn
Buyers
8
Sellers
2

Breadth +6 among 94 comparable managers.

CSCO

Cisco Sys Inc

Holders
31
Reported value
$12.2bn
Buyers
14
Sellers
16

Breadth -2 among 94 comparable managers.

Who holds both, Q2 2024

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →