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
- 13
- Reported value
- $1.4bn
- Buyers
- 18
- Sellers
- 15
Breadth +3 among 91 comparable managers.
Cisco Sys Inc
- Holders
- 28
- Reported value
- $31.9bn
- Buyers
- 19
- Sellers
- 20
Breadth -1 among 91 comparable managers.
Who holds both, Q1 2026
Both (8)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Brevan Howard Capital Management LP, Caxton Associates LLP, Invesco Ltd, Man Group PLC, Wellington Management Group LLP
Only FFIV (5)
Freestone Grove Partners LP, Holocene Advisors LP, Point72 Asset Management LP, Squarepoint Ops LLC, Walleye Capital LLC
Only CSCO (20)
Arrowstreet Capital LP, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Glenview Capital Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Winton Group Ltd, 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.