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MRCY in the 13F filings

Mercury Systems Inc · CUSIP 589378108

Sector · Technology hardware and equipment
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 15 May 2025
Managers listing it
4
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 2 listed it in both
Shares listed
8,563,675
combined, among listed positions
Reported value
$369m
combined, at the quarter end

Among the 95 comparable managers: 2 buyers (opened or added shares) and 1 seller (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing MRCY in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

4 of 4 holders

ActionFiling
Jana Partners6,941,565$299m15.45%Held015 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,063,338$46munder 0.1%Trimmed-6,28027 Oct 2026 (the filing on sec.gov)
Marshall Wace LLP536,163$23munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Caxton Associates LLP22,609$974kunder 0.1%Newnew16 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 4 in Q2 2026

Tracked managers listing it, at least.

0358102014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MRCY by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20131$12mn.a.n.a.
Q3 20131$15mn.a.n.a.
Q4 20131$12mn.a.n.a.
Q1 20142$12mn.a.n.a.
Q2 20141$1.9mn.a.n.a.
Q3 20141$8.9mn.a.n.a.
Q4 20141$440kn.a.n.a.
Q4 20151$29mn.a.n.a.
Q1 20161$34mn.a.n.a.
Q2 20161$42mn.a.n.a.
Q3 20161$42mn.a.n.a.
Q4 20161$51mn.a.n.a.
Q1 20173$86mn.a.n.a.
Q2 20173$91mn.a.n.a.
Q3 20172$67mn.a.n.a.
Q1 20181$1.6mn.a.n.a.
Q2 20181$2.0mn.a.n.a.
Q3 20182$60mn.a.n.a.
Q4 20181$2.0mn.a.n.a.
Q1 20192$11mn.a.n.a.
Q2 20198$122mn.a.n.a.
Q3 20196$83mn.a.n.a.
Q4 20194$87mn.a.n.a.
Q1 20207$234mn.a.n.a.
Q2 20206$75mn.a.n.a.
Q3 20204$91mn.a.n.a.
Q4 20204$16mn.a.n.a.
Q1 20216$13mn.a.n.a.
Q2 20213$71mn.a.n.a.
Q3 20219$102mn.a.n.a.
Q4 20214$203mn.a.n.a.
Q1 20225$622mn.a.n.a.
Q2 20225$619mn.a.n.a.
Q3 20224$294mn.a.n.a.
Q4 20223$308mn.a.n.a.
Q1 20236$328mn.a.n.a.
Q2 20236$266mn.a.n.a.
Q3 20236$276mn.a.n.a.
Q4 20233$270m14
Q1 20242$283m20
Q2 20242$249m01
Q3 20242$297m21
Q4 20243$346m02
Q1 20254$369m21
Q2 20252$421m02
Q3 20253$543m12
Q4 20253$439m1411
Q1 20263$392m1212
Q2 20264$632m1212

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MRCY and AAPL →MRCY and SNDK →MRCY and CSCO →Choose a stock to compare with MRCY →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MRCY, latest filings →Back to the 13F Explorer →