13FPulse
CS

CSCO CISCO SYSTEMS INC

2026Q2 · CUSIP 17275R102 · Networking · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
3,958
Institutions that reported holding it to the SEC
Net increase in holders
+257
Last quarter 3,701 → now 3,958
How unusual is that
Top 1% in the market
Stronger buying than 99.5% of US stocks
What the filings say, in one paragraph

3,958 funds held CSCO at the end of 2026Q2, up 257 from the quarter before. That is stronger buying than 99.5% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $63.3B(YoY +11.8%), the P/E is 32.9x, return on equity is 26.4%. CSCO has had 34 buying rushes in its history, and the price moved +5.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Networking.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1408 2013Q4: holders=1436 2014Q1: holders=1433 2014Q2: holders=1467 2014Q3: holders=1461 2014Q4: holders=1563 2015Q1: holders=1593 2015Q2: holders=1593 2015Q3: holders=1566 2015Q4: holders=1646 2016Q1: holders=1664 2016Q2: holders=1691 2016Q3: holders=1739 2016Q4: holders=1789 2017Q1: holders=1846 2017Q2: holders=1817 2017Q3: holders=1793 2017Q4: holders=2020 2018Q1: holders=2100 2018Q2: holders=2091 2018Q3: holders=2128 2018Q4: holders=2255 2019Q1: holders=2297 2019Q2: holders=2340 2019Q3: holders=2291 2019Q4: holders=2460 2020Q1: holders=2358 2020Q2: holders=2438 2020Q3: holders=2366 2020Q4: holders=2538 2021Q1: holders=2604 2021Q2: holders=2623 2021Q3: holders=2651 2021Q4: holders=2956 2022Q1: holders=2932 2022Q2: holders=2787 2022Q3: holders=2743 2022Q4: holders=2922 2023Q1: holders=2965 2023Q2: holders=2968 2023Q3: holders=3029 2023Q4: holders=3145 2024Q1: holders=3069 2024Q2: holders=3012 2024Q3: holders=3032 2024Q4: holders=3318 2025Q1: holders=3336 2025Q2: holders=3399 2025Q3: holders=3409 2025Q4: holders=3681 2026Q1: holders=3701 2026Q2: holders=3958 -305 -152.5 +0 +152.5 +305 126727124156 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 34 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market
2026Q1 Top 20%
2025Q4 Top 1% in the market +46.3%
2025Q2 Top 5% +17.2% +18.1%
2025Q1 Top 20% +5.1% +23.2%
2024Q4 Top 1% in the market -1.3% +4.5%
2024Q3 Top 20% +12.4% +12.1%
2023Q4 Top 5% +0.3% +4.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
396
Change in large funds
+47
Total value they hold
$394.3B
Funds buying for the first time
490
Funds that sold out entirely
233
Price change that quarter
-7.6%
Funds holding puts (bearish)
59
Funds holding calls (bullish)
64

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
32.9
EPS (TTM)
$3.33
EPS YoY
+30.6%
Revenue (TTM)
$63.3B
Revenue YoY
+11.8%
Net margin
20.9%
ROE
26.4%
Debt ratio
61.2%
FCF (TTM)
$12.8B
Dividend (TTM)
$1.66
Quarterly Revenue & EPS
2021-10-30: EPS 0.70 2022-01-29: EPS 0.71 2022-04-30: EPS 0.73 2022-07-30: EPS 0.68 2022-10-29: EPS 0.65 2023-01-28: EPS 0.67 2023-04-29: EPS 0.78 2023-07-29: EPS 0.97 2023-10-28: EPS 0.89 2024-01-27: EPS 0.65 2024-04-27: EPS 0.46 2024-07-27: EPS 0.54 2024-10-26: EPS 0.68 2025-01-25: EPS 0.61 2025-04-26: EPS 0.62 2025-07-26: EPS 0.64 2025-10-25: EPS 0.72 2026-01-24: EPS 0.80 2026-04-25: EPS 0.85 2026-07-25: EPS 0.96 0B 8.6B 17.3B $B 0.00 0.53 1.07 2016201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 12 27 42 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K2.9B5.7B 20162017201820192020202120222023202420252026
Latest quarter $3.3B (2026-04-25)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-25 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.