Follow-The-Filings

Security · featured owners

FFIV F5 Networks Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

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

FFIV (F5 Networks Inc.) is held in 5 featured 13F books as of 2026 Q2. Lyrical Asset Management is the largest tracked holder by portfolio weight (4.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

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

history
Lyrical Asset Management 2026 Q2 4.9% Reduce −2.7% 921,848 $383M history
Spencer Waxman - Shannon River Fund Management 2026 Q2 1.9% Add +2.1% 51,258 $21M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.18% New 0.18% 22,000 $9M history
Jensen Investment Management 2026 Q2 0.08% Reduce −43.9% 7,470 $3M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 1,570 $653K history

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.02,7.01,9.01
10-Q
8-K 2.02,9.01
8-K 5.02,8.01,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 11 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026
4 Period Aug 5, 2026 · 2 forms
4 Period Aug 1, 2026 · 8 forms
4 Period Aug 3, 2026
4 Period Jul 30, 2026
4 Period Jul 1, 2026
4 Period Jun 10, 2026
4 Period Jun 2, 2026
4 Period May 8, 2026 · 2 forms
4 Period May 5, 2026 · 2 forms
4 Period May 1, 2026 · 5 forms

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 $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

ownership over time

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