Follow-The-Filings

Security · featured owners

MRCY Mercury Sys Inc.

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

  • 3 Owners
  • Max 25.5%
  • $559M
  • 1 new 2 reduce

Who owns this now

Largest portfolio weights among featured holders · max 25.5% (Jana Partners Management) · not free-float ownership

  1. Jana Partners Management reduce 25.5%
  2. Ron Baron reduce 0.11%

holders

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

history
Jana Partners Management 2026 Q2 25.5% Reduce −3.6% 3,958,849 $484M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.11% Reduce −5.9% 606,919 $74M history
Polen Capital Management 2026 Q2 <0.01% New <0.01% 2,904 $355K history

3 current · options excluded

SEC filings

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

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
10-Q Filing Doc

Insider forms

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

Filed Form Detail Links
4 Period Sep 3, 2026 Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 21, 2026 · 3 forms Filing Doc
4 Period Aug 19, 2026 · 5 forms Filing Doc
4 Period Aug 17, 2026 · 5 forms Filing Doc
4 Period Aug 14, 2026 · 4 forms Filing Doc
4 Period Jul 16, 2026 Filing Doc
4 Period May 26, 2026 Filing Doc
4 Period May 12, 2026 Filing Doc
4 Period May 11, 2026 Filing Doc
4 Period Apr 16, 2026 · 2 forms Filing Doc

Updated 4 days ago Source: SEC EDGAR submissions All on EDGAR

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 $973.88M $835.28M $912.02M $983.62M
Gross profit $316.73M $195.9M $254.49M $281.16M
Gross margin * 32.5% 23.5% 27.9% 28.6%
Net income -$28.34M -$137.64M -$37.9M -$29.67M
Net margin * -2.9% -16.5% -4.2% -3.0%

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

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations -$21.25M $60.38M $138.85M $102.39M
Cash from investing -$38.56M -$34.29M -$13.5M -$35.72M
Cash from financing $65.43M $82.68M $1.41M -$162.74M
Net change in cash $5.91M $108.96M $128.58M -$94.79M

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