MRCY Mercury Systems Inc.
Industrials, filed as MERCURY SYS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab
Bought by 1 manager in 2026 Q2, sold by 2
In 2026 Q2 Polen Capital Management opened a position in Mercury Systems, while Jana Partners Management and Ron Baron trimmed.
Who owns this now
Largest portfolio weights among holders, up to 25.5% (Jana Partners Management). Not free-float ownership.
Who owns MRCY
Sorted by value, long equity only, as of 2026 Q2.
| History | |||||
|---|---|---|---|---|---|
| Jana Partners Management | Reduce −3.6% | 3,958,849 | $484M | History | |
| Ron Baron, Bamco Inc. (Baron Capital) | Reduce −5.9% | 606,919 | $74M | History | |
| Polen Capital Management | New <0.01% | 2,904 | $355K | History |
Insider trades
Open-market buys and sales by MRCY's executives, directors and 10% owners in the last 12 months, from their Form 4s
- None no insider bought on the open market
- $182M sold by 7 insiders outside a trading plan
- $258K sold by 1 insider under 10b5-1 plans
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Stuart Kupinsky EVP, CLO & Corp SecPlanned sale$76K 1,000 shares at $76.00 1.6% of stakeTraded Oct 21 Filed Oct 26
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Stuart Kupinsky EVP, CLO & Corp SecPlanned sale$87K 1,000 shares at $86.52 1.6% of stakeTraded Sep 21 Filed Sep 23
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Steven Ratner EVP, CHROSale$338K 4,000 shares at $84.51 17% of stakeTraded Sep 3 Filed Sep 8
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William L Ballhaus CEOSale$14.1M 160,166 shares at $87.72 31% of stakeTraded Aug 25–26 Filed Aug 27
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Steven Ratner EVP, CHROSale$33K 356 shares at $91.36 100% of stakeTraded Aug 21 Filed Aug 25
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Stuart Kupinsky EVP, CLO & Corp SecPlanned sale$95K 1,000 shares at $95.23 1.7% of stakeTraded Aug 21 Filed Aug 25
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William L Ballhaus CEOSale$15.7M 173,209 shares at $90.59 37% of stakeTraded Aug 21–24 Filed Aug 25
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Howard L Lance DirectorSale$923K 9,250 shares at $99.76 100% of stakeTraded May 26 Filed May 27
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Orlando D Carvalho DirectorSale$626K 7,000 shares at $89.36 12% of stakeTraded May 12 Filed May 13
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Steven Ratner EVP, CHROSale$185K 2,000 shares at $92.46 5.8% of stakeTraded May 11 Filed May 12
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JANA Partners Management, LP DirectorSale$41.4M 452,057 shares at $91.61Traded Mar 2–4 Filed Mar 4
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Howard L Lance DirectorSale$430K 4,832 shares at $88.98 15% of stakeTraded Feb 25 Filed Feb 27
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JANA Partners Management, LP DirectorSale$32.4M 400,000 shares at $81.00 8.1% of stakeTraded Feb 9 Filed Feb 11
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Douglas Munro SVP, CAOSale$98K 1,329 shares at $73.42 8.3% of stakeTraded Nov 12, 2025 Filed Nov 13, 2025
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Debora A Plunkett DirectorSale$126K 1,700 shares at $73.99 9.2% of stakeTraded Nov 7, 2025 Filed Nov 10, 2025
Also filed in the last 12 months, not counted as buying or selling: 22 sales to cover taxes, 10 stock grants, 5 option exercises, and 4 sales back to the company.
SEC filings
Recent issuer filings from EDGAR, 9 shown.
Financials
US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.
Income statement
Balance sheet
| Metric | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|
| Total current assets | $0.937B | $0.954B | $1.06B | $0.973B |
| Total non-current assets * | $1.45B | $1.43B | $1.38B | $1.35B |
| Total assets | $2.39B | $2.38B | $2.43B | $2.32B |
| Total current liabilities | $233.26M | $234.42M | $300.38M | $328.52M |
| Total non-current liabilities * | $591.42M | $671.71M | $660.93M | $496.79M |
| Total equity | $1.57B | $1.47B | $1.47B | $1.5B |
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.