Holders over time
- FFIV
- CSCO
| Quarter | FFIV | CSCO |
|---|---|---|
| Q3 2020 | 16 holders, $1.3bn | 27 holders, $12.0bn |
| Q4 2020 | 16 holders, $2.2bn | 30 holders, $14.3bn |
| Q1 2021 | 10 holders, $2.3bn | 30 holders, $16.3bn |
| Q2 2021 | 12 holders, $1.9bn | 26 holders, $16.2bn |
| Q3 2021 | 13 holders, $2.0bn | 28 holders, $17.4bn |
| Q4 2021 | 14 holders, $2.5bn | 25 holders, $19.0bn |
| Q1 2022 | 10 holders, $2.1bn | 32 holders, $15.9bn |
| Q2 2022 | 8 holders, $1.5bn | 33 holders, $11.8bn |
| Q3 2022 | 10 holders, $1.4bn | 36 holders, $11.2bn |
| Q4 2022 | 11 holders, $1.3bn | 36 holders, $38.3bn |
| Q1 2023 | 12 holders, $1.3bn | 25 holders, $13.5bn |
| Q2 2023 | 14 holders, $997m | 26 holders, $13.2bn |
| Q3 2023 | 15 holders, $1.1bn | 33 holders, $14.2bn |
| Q4 2023 | 10 holders, $1.0bn | 26 holders, $12.5bn |
| Q1 2024 | 9 holders, $953m | 30 holders, $12.6bn |
| Q2 2024 | 8 holders, $862m | 31 holders, $12.2bn |
| Q3 2024 | 12 holders, $1.0bn | 27 holders, $13.7bn |
| Q4 2024 | 12 holders, $1.3bn | 38 holders, $17.6bn |
| Q1 2025 | 15 holders, $1.4bn | 33 holders, $18.1bn |
| Q2 2025 | 11 holders, $1.3bn | 31 holders, $17.6bn |
| Q3 2025 | 10 holders, $1.5bn | 25 holders, $16.3bn |
| Q4 2025 | 7 holders, $1.1bn | 25 holders, $26.5bn |
| Q1 2026 | 13 holders, $1.4bn | 28 holders, $31.9bn |
| Q2 2026 | 12 holders, $2.2bn | 32 holders, $49.1bn |
F5 Inc
- Holders
- 7
- Reported value
- $1.1bn
- Buyers
- 20
- Sellers
- 13
Breadth +7 among 92 comparable managers.
Cisco Sys Inc
- Holders
- 25
- Reported value
- $26.5bn
- Buyers
- 16
- Sellers
- 23
Breadth -7 among 92 comparable managers.
Who holds both, Q4 2025
Both (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Caxton Associates LLP, Invesco Ltd, Point72 Asset Management LP, Wellington Management Group LLP
Only FFIV (0)
None.
Only CSCO (18)
AllianceBernstein LP, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, Neuberger Berman Group LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Woodline Partners LP
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.