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FFIV · SNDK 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.

FFIVSNDK
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.
  • FFIV
  • SNDK
0204060202120222023202420252026
Holders and value by quarter
QuarterFFIVSNDK
Q3 202016 holders, $1.3bnnone listed holders, n.a.
Q4 202016 holders, $2.2bnnone listed holders, n.a.
Q1 202110 holders, $2.3bnnone listed holders, n.a.
Q2 202112 holders, $1.9bnnone listed holders, n.a.
Q3 202113 holders, $2.0bnnone listed holders, n.a.
Q4 202114 holders, $2.5bnnone listed holders, n.a.
Q1 202210 holders, $2.1bnnone listed holders, n.a.
Q2 20228 holders, $1.5bnnone listed holders, n.a.
Q3 202210 holders, $1.4bnnone listed holders, n.a.
Q4 202211 holders, $1.3bnnone listed holders, n.a.
Q1 202312 holders, $1.3bnnone listed holders, n.a.
Q2 202314 holders, $997mnone listed holders, n.a.
Q3 202315 holders, $1.1bnnone listed holders, n.a.
Q4 202310 holders, $1.0bnnone listed holders, n.a.
Q1 20249 holders, $953mnone listed holders, n.a.
Q2 20248 holders, $862mnone listed holders, n.a.
Q3 202412 holders, $1.0bnnone listed holders, n.a.
Q4 202412 holders, $1.3bnnone listed holders, n.a.
Q1 202515 holders, $1.4bn7 holders, $1.3bn
Q2 202511 holders, $1.3bn14 holders, $1.6bn
Q3 202510 holders, $1.5bn19 holders, $4.2bn
Q4 20257 holders, $1.1bn27 holders, $9.8bn
Q1 202613 holders, $1.4bn38 holders, $19.8bn
Q2 202612 holders, $2.2bn41 holders, $55.4bn
FFIV

F5 Inc

Holders
13
Reported value
$1.4bn
Buyers
18
Sellers
15

Breadth +3 among 91 comparable managers.

Technology hardware and equipment
SNDK

SanDisk Corp

Holders
38
Reported value
$19.8bn
Buyers
18
Sellers
25

Breadth -7 among 91 comparable managers.

Technology hardware and equipmentAI infrastructure and semiconductors · L3VLUP

Who holds both, Q1 2026

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FFIV (1)

Caxton Associates LLP

Only SNDK (26)

Appaloosa LP, Arrowstreet Capital LP, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, Verition Fund Management LLC, Voloridge Investment Management LLC, 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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