Follow-The-Filings

Security

FFIV

F5 Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 exits max 4.2% (Lyrical Asset Management ...)

grid → activity →
owners 15
max % 4.2%
tracked value $2.9B
qoq A 6 R 7 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Lyrical Asset Management - Lyrical Asset Management LP 2026 Q1 4.2% Reduce +0.89 pp 947,361 $274M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.2% Add +0.08 pp 482,256 $140M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add +0.01 pp 162,229 $47M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Add 0.00 pp 682,372 $193M hist
Jensen Investment Management Inc. 2026 Q1 0.1% Reduce +0.02 pp 13,320 $4M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add -0.01 pp 7,357,293 $1.9B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.02 pp 805,870 $206M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce 0.00 pp 306,985 $89M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce 0.00 pp 109,184 $32M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 79,719 $23M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 15,127 $4M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Add +0.01 pp 4,662 $1M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 1,926 $557 hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.0% Reduce -0.01 pp 962 $278 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 54 $16 hist
Marshall Wace - Marshall Wace, LLP exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 38,966 $10M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 13,314 $3M hist

15 current · 2 exited last period · 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
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 $975.32M $993.97M $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) · * = 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