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FLEX · 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.

FLEXCSCO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • FLEX
  • CSCO
010203040202120222023202420252026
Holders and value by quarter
QuarterFLEXCSCO
Q3 202010 holders, $1.8bn27 holders, $12.0bn
Q4 202010 holders, $2.9bn30 holders, $14.3bn
Q1 202118 holders, $2.9bn30 holders, $16.3bn
Q2 202117 holders, $2.9bn26 holders, $16.2bn
Q3 202111 holders, $2.7bn28 holders, $17.4bn
Q4 202113 holders, $2.8bn25 holders, $19.0bn
Q1 202216 holders, $2.4bn32 holders, $15.9bn
Q2 202214 holders, $2.0bn33 holders, $11.8bn
Q3 202216 holders, $2.4bn36 holders, $11.2bn
Q4 202222 holders, $3.2bn36 holders, $38.3bn
Q1 202322 holders, $3.4bn25 holders, $13.5bn
Q2 202321 holders, $4.2bn26 holders, $13.2bn
Q3 202322 holders, $3.9bn33 holders, $14.2bn
Q4 202323 holders, $4.3bn26 holders, $12.5bn
Q1 202414 holders, $3.8bn30 holders, $12.6bn
Q2 202417 holders, $4.1bn31 holders, $12.2bn
Q3 202413 holders, $4.2bn27 holders, $13.7bn
Q4 202415 holders, $4.1bn38 holders, $17.6bn
Q1 202512 holders, $3.4bn33 holders, $18.1bn
Q2 202516 holders, $5.2bn31 holders, $17.6bn
Q3 202516 holders, $5.4bn25 holders, $16.3bn
Q4 202517 holders, $4.8bn25 holders, $26.5bn
Q1 202617 holders, $5.0bn28 holders, $31.9bn
Q2 202629 holders, $11.8bn32 holders, $49.1bn
FLEX

Flextronics Intl LTD

Holders
12
Reported value
$3.4bn
Buyers
5
Sellers
8

Breadth -3 among 95 comparable managers.

Technology hardware and equipment
CSCO

Cisco Sys Inc

Holders
33
Reported value
$18.1bn
Buyers
20
Sellers
14

Breadth +6 among 95 comparable managers.

Technology hardware and equipment

Who holds both, Q1 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FLEX (5)

Artisan Partners LP, Balyasny Asset Management LLC, Capital World Investors, First Eagle Investment Management LLC, MFS Investment Management

Only CSCO (26)

Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Element Capital Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Markel Group Inc, Neuberger Berman Group LLC, PDT Partners LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, Winton Group Ltd, and 1 more

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.

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