Follow-The-Filings

Security · featured owners

EXTR Extreme Networks

COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 4.1% (Spencer Waxman - Shannon ...) · not free-float ownership

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

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Spencer Waxman - Shannon River Fund Management 2026 Q2 4.1% Add +8.5% 1,424,095 $46M history
First Eagle Investment Management 2026 Q2 0.03% Add +66.8% 582,916 $19M history
Lee Ainslie - Maverick Capital 2026 Q2 <0.01% New <0.01% 14,383 $466K history

3 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the 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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders