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FFIV F5 Networks Inc.

Information Technology, filed as F5 Networks Inc. (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 1

  • 5 Owners
  • Max 4.9%
  • $418M
  • 2 new 1 reduce 2 small

In 2026 Q2 Stanley Druckenmiller and Lee Ainslie opened positions in F5 Networks, while Jensen Investment Management trimmed.

Who owns this now

Largest portfolio weights among holders, up to 4.9% (Lyrical Asset Management). Not free-float ownership.

  1. Lyrical Asset Management Reduce 4.9%
  2. Spencer Waxman Add 1.9%
  3. Stanley Druckenmiller New 0.18%
  4. Jensen Investment Management Reduce 0.08%
  5. Lee Ainslie New 0.01%

Who owns FFIV

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

History
Lyrical Asset Management 4.9% Small trim −2.7% 921,848 $383M History
Spencer Waxman, Shannon River Fund Management 1.9% Small add +2.1% 51,258 $21M History
Stanley Druckenmiller, Duquesne Family Office 0.18% New 0.18% 22,000 $9.2M History
Jensen Investment Management 0.08% Reduce −43.9% 7,470 $3.1M History
Lee Ainslie, Maverick Capital 0.01% New 0.01% 1,570 $653K History

5 current, options excluded

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

Insider trades

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

All FFIV insider trades
  • None no insider bought on the open market
  • $3.6M sold by 4 insiders outside a trading plan
  • $25.4M sold by 9 insiders under 10b5-1 plans
  1. John Anthony Maddison Chief Product Mkting Officer
    Planned sale
    $83K 204 shares at $406.24 15% of stake
    Traded Sep 14 Filed Sep 15
    ↗
  2. Michael F Montoya Chief Technology Ops Officer
    Planned sale
    $1.8M 4,426 shares at $410.16 77% of stake
    Traded Sep 14 Filed Sep 15
    ↗
  3. Thomas Dean Fountain EVP Global Services & Strategy
    Planned sale
    $501K 1,208 shares at $414.63 13% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  4. Francois Locoh-Donou CEO
    Planned sale
    $1.6M 3,782 shares at $412.44 2.5% of stake
    Traded Aug 5 Filed Aug 6
    ↗
  5. Angelique M Okeke EVP, General Counsel
    Planned sale
    $208K 515 shares at $404.49 19% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  6. John Anthony Maddison Chief Product Mkting Officer
    Planned sale
    $406K 1,000 shares at $405.85 43% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  7. Edward Cooper Werner CFO
    Planned sale
    $243K 599 shares at $405.92 60% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  8. Kunal Anand Chief Technology Officer
    Planned sale
    $159K 392 shares at $404.63 3% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  9. Chad Michael Whalen EVP, Worldwide Sales
    Planned sale
    $285K 703 shares at $404.86 3.2% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  10. Nikhil Ramesh Mehta Director
    Sale
    $1.6M 4,000 shares at $388.95 36% of stake
    Traded Jul 30 Filed Aug 3
    ↗
  11. Elizabeth Buse Director
    Sale
    $399K 1,000 shares at $399.35 17% of stake
    Traded Jun 10 Filed Jun 12
    ↗
  12. Edward Cooper Werner CFO
    Planned sale
    $1M 2,500 shares at $400.00 86% of stake
    Traded Jun 2 Filed Jun 3
    ↗
  13. Edward Cooper Werner CFO
    Planned sale
    $525K 1,500 shares at $350.00 34% of stake
    Traded May 8 Filed May 12
    ↗
  14. Chad Michael Whalen EVP, Worldwide Sales
    Planned sale
    $2.2M 6,200 shares at $350.19 23% of stake
    Traded May 8 Filed May 12
    ↗
  15. Thomas Dean Fountain EVP Global Services & Strategy
    Planned sale
    $439K 1,328 shares at $330.58 14% of stake
    Traded May 5 Filed May 7
    ↗

Also filed in the last 12 months, not counted as buying or selling: 42 option exercises, 33 share withholdings for taxes, and 6 stock grants.

Congress

2 members of Congress traded FFIV in the last three years: 2 buys and 2 sales. 3 members listed it in 2025 annual reports.

All Congress trades
  1. Julie Johnson D-TX-32Joint Sell $1K–$15K Oct 21, 2025 filed Aug 5
  2. Julie Johnson D-TX-32Joint Buy $1K–$15K Oct 21, 2025 filed Aug 5
  3. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  4. Julie Johnson D-TX-32Joint Sell $1K–$15K Oct 22, 2025 filed Nov 14, 2025

SEC filings

Recent issuer filings from EDGAR, 9 shown.

Filed Form Detail Links
8-K 2.02,8.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
10-Q Filing Doc
SCHEDULE 13G/A — Filing Doc

Source: SEC EDGAR submissions, updated 3 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
Revenue $2.81B $2.82B $3.09B
Gross profit $2.22B $2.26B $2.51B
Gross margin * 78.9% 80.2% 81.4%
Net income $394.95M $566.78M $692.38M
Net margin * 14.0% 20.1% 22.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.85B $2.11B $2.52B
Total non-current assets * $3.4B $3.5B $3.8B
Total assets $5.25B $5.61B $6.32B
Total current liabilities $1.47B $1.49B $1.61B
Total non-current liabilities $0.975B $0.994B $1.11B
Total equity $2.8B $3.13B $3.59B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $653.41M $792.42M $949.67M
Cash from investing $36.39M -$59.21M -$219.49M
Cash from financing -$653.3M -$457M -$464.82M
Net change in cash * $36.5M $276.2M $265.36M

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.