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EXTR Extreme Networks

Information Technology, filed as EXTREME NETWORKS (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2

  • 3 Owners
  • Max 4.1%
  • $65M
  • 1 new 2 add

In 2026 Q2 Lee Ainslie opened a position in Extreme Networks, and Spencer Waxman and First Eagle Investment Management added.

Who owns this now

Largest portfolio weights among holders, up to 4.1% (Spencer Waxman, Shannon River Fund Management). Not free-float ownership.

  1. Spencer Waxman Add 4.1%
  2. First Eagle Investment Manage... Add 0.03%

Who owns EXTR

Sorted by value, long equity only, as of 2026 Q2.

History
Spencer Waxman, Shannon River Fund Management 4.1%, was 3.8% Add +8.5% 1,424,095 $46M History
First Eagle Investment Management 0.03%, was <0.01% Add +66.8% 582,916 $19M History
Lee Ainslie, Maverick Capital <0.01% New <0.01% 14,383 $466K History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by EXTR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EXTR insider trades
  • None no insider bought on the open market
  • $3.6M sold by 4 insiders outside a trading plan
  • $22.3M sold by 4 insiders under 10b5-1 plans
  1. Edward Meyercord CEO
    Planned sale
    $1.1M 50,000 shares at $21.77 2.8% of stake
    Traded Oct 1 Filed Oct 2
    ↗
  2. Edward Meyercord CEO
    Planned sale
    $1.1M 50,000 shares at $21.90 2.8% of stake
    Traded Sep 1 Filed Sep 2
    ↗
  3. Kevin R Rhodes CFO
    Planned sale
    $487K 21,825 shares at $22.30 10% of stake
    Traded Aug 21 Filed Aug 21
    ↗
  4. Raj Khanna Director
    Planned sale
    $363K 15,000 shares at $24.20 7.1% of stake
    Traded Aug 10 Filed Aug 11
    ↗
  5. Edward Meyercord CEO
    Planned sale
    $1.5M 50,000 shares at $29.79 3% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  6. Edward Meyercord CEO
    Planned sale
    $1.6M 50,000 shares at $31.71 3% of stake
    Traded Jul 1 Filed Jul 2
    ↗
  7. Katayoun Motiey Chief Legal Admin Sust Officer
    Sale
    $931K 30,000 shares at $31.03 20% of stake
    Traded Jun 12 Filed Jun 12
    ↗
  8. Kevin R Rhodes CFO
    Sale
    $1.1M 35,000 shares at $30.43 19% of stake
    Traded Jun 11 Filed Jun 12
    ↗
  9. Katayoun Motiey Chief Legal Admin Sust Officer
    Planned sale
    $225K 7,500 shares at $30.00 4.7% of stake
    Traded Jun 8 Filed Jun 8
    ↗
  10. Katayoun Motiey Chief Legal Admin Sust Officer
    Planned sale
    $428K 15,000 shares at $28.50 8.7% of stake
    Traded Jun 1–2 Filed Jun 2
    ↗
  11. Edward Meyercord CEO
    Planned sale
    $4.3M 150,000 shares at $28.68 8.5% of stake
    Traded Jun 1–2 Filed Jun 2
    ↗
  12. Katayoun Motiey Chief Legal Admin Sust Officer
    Planned sale
    $398K 15,000 shares at $26.50 8% of stake
    Traded May 26 Filed May 28
    ↗
  13. Edward Meyercord CEO
    Planned sale
    $2.6M 100,000 shares at $26.10 5.5% of stake
    Traded May 26 Filed May 28
    ↗
  14. Kathleen M Holmgren Director
    Sale
    $484K 19,521 shares at $24.78 8.2% of stake
    Traded May 15 Filed May 18
    ↗
  15. Katayoun Motiey Chief Legal Admin Sust Officer
    Planned sale
    $192K 7,661 shares at $25.00 4% of stake
    Traded May 14 Filed May 18
    ↗

Also filed in the last 12 months, not counted as buying or selling: 41 option exercises, 33 share withholdings for taxes, and 7 stock grants.

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
8-K 4.01,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,1.02,2.03,9.01 Filing Doc
10-Q Filing Doc
SCHEDULE 13G — Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $1.31B $1.12B $1.14B $1.28B
Gross profit $754.72M $630.83M $709.13M $789.14M
Gross margin * 57.5% 56.5% 62.2% 61.5%
Net income $78.07M -$85.96M -$7.47M $42.12M
Net margin * 5.9% -7.7% -0.7% 3.3%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $576.16M $466.93M $535.3M $549.8M
Total non-current assets * $565.55M $575.67M $617.92M $628.02M
Total assets $1.14B $1.04B $1.15B $1.18B
Total current liabilities $575.5M $517.59M $587.88M $592.67M
Total equity $116.75M $25.28M $65.58M $88.59M

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $249.21M $55.49M $152.03M $123.18M
Cash from investing -$13.8M -$18.12M -$24.71M -$27.94M
Cash from financing -$194.78M -$114.98M -$52.59M -$114.5M
Net change in cash $40.3M -$78.13M $75.05M -$19.99M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.