Security

MRCY

Mercury Sys Inc. · COM

CUSIP 589378108 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity →
owners 9
max % 18.7%
tracked value $750M
qoq N 2 A 2 R 3

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Jana Partners Management, LP 2026 Q1 18.7% New 18.7% 4,107,424 $299M hist
Two Sigma Investments, LP 2025 Q4 0.0% Exit -0.02 pp 150,177 $11M hist
Vanguard Group Inc. 2025 Q4 0.0% Reduce 0.00 pp 5,632,049 $411M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 292,866 $21M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 54,904 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% New 0.0% 16,011 $1M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add 0.00 pp 15,855 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 6,822 $497 hist
Ancora Advisors LLC 2026 Q1 0.0% — 135 $10 hist

9 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $973.88M $835.28M $912.02M
Gross profit $316.73M $195.9M $254.49M
Gross margin * 32.5% 23.5% 27.9%
Net income -$28.34M -$137.64M -$37.9M
Net margin * -2.9% -16.5% -4.2%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $937.02M $953.78M $1.06B
Total non-current assets * $1.45B $1.43B $1.38B
Total assets $2.39B $2.38B $2.43B
Total current liabilities $233.26M $234.42M $300.38M
Total non-current liabilities * $591.42M $671.71M $660.93M
Total equity $1.57B $1.47B $1.47B

Cash flow

line FY2023 FY2024 FY2025
Cash from operations -$21.25M $60.38M $138.85M
Cash from investing -$38.56M -$34.29M -$13.5M
Cash from financing $65.43M $82.68M $1.41M
Net change in cash $5.91M $108.96M $128.58M

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 · CIK 0001049521

ownership over time

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