FFIV position history
The shares of F5 Networks (FFIV) that LYRICAL ASSET MANAGEMENT LP reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2023 Q2: 845,800 shares, $124M, 2.3% of portfolio, New
- 2023 Q3: 828,039 shares, $133M, 2.5% of portfolio, Reduce −2.1%
- 2023 Q4: 1,145,302 shares, $205M, 3.3% of portfolio, Add +38.3%
- 2024 Q1: 1,158,117 shares, $220M, 3.3% of portfolio, Add +1.1%
- 2024 Q2: 1,132,552 shares, $195M, 3.1% of portfolio, Reduce −2.2%
- 2024 Q3: 1,083,217 shares, $239M, 3.5% of portfolio, Reduce −4.4%
- 2024 Q4: 1,082,083 shares, $272M, 4.0% of portfolio, Reduce −0.1%
- 2025 Q1: 1,066,101 shares, $284M, 4.3% of portfolio, Reduce −1.5%
- 2025 Q2: 988,464 shares, $291M, 4.2% of portfolio, Reduce −7.3%
- 2025 Q3: 1,040,174 shares, $336M, 4.7% of portfolio, Add +5.2%
- 2025 Q4: 986,795 shares, $252M, 3.3% of portfolio, Reduce −5.1%
- 2026 Q1: 947,361 shares, $274M, 4.2% of portfolio, Reduce −4.0%
- 2026 Q2: 921,848 shares, $383M, 4.9% of portfolio, Reduce −2.7%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|