Follow-The-Filings

Security · featured owners

VIAV Viavi Solutions Inc.

COM Equity as of 2026 Q2 among managers we track

  • 2 Owners
  • Max 2.6%
  • $338M
  • 1 add 1 reduce

Who owns this now

Largest portfolio weights among featured holders · max 2.6% (Alex Sacerdote - Whale Ro...) · not free-float ownership

  1. Alex Sacerdote add 2.6%
  2. First Eagle Investment Manage... reduce 0.02%

holders

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

history
Alex Sacerdote - Whale Rock Capital Management 2026 Q2 2.6% Add +98.0% 6,875,942 $328M history
First Eagle Investment Management 2026 Q2 0.02% Reduce −62.0% 212,900 $10M history

2 current · 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 FY2026
Revenue $1.11B $1B $1.08B $1.52B
Gross profit $638.8M $575.9M $621.1M $875.4M
Gross margin * 57.8% 57.6% 57.3% 57.7%
Net income $25.5M -$25.8M $34.8M -$30.4M
Net margin * 2.3% -2.6% 3.2% -2.0%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $945M $876.5M $885.2M $1.26B
Total non-current assets * $905.5M $859.8M $1.11B $1.45B
Total assets $1.85B $1.74B $1.99B $2.71B
Total current liabilities $343.5M $247.1M $589.7M $680.5M
Total non-current liabilities * — — $623.9M $576.6M
Total equity $690.8M $681.6M $780.2M $1.45B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $114.1M $116.4M $89.8M $113.9M
Cash from investing -$127.1M -$21.6M -$128.4M -$426.8M
Cash from financing -$50M -$125.7M -$23.6M $541M
Net change in cash -$57.2M -$33.8M -$49.7M $227.7M

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