13FPulse
FF

FFIV F5 INC

2026Q2 · CUSIP 315616102 · Networking · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
812
Institutions that reported holding it to the SEC
Net increase in holders
+91
Last quarter 721 → now 812
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

812 funds held FFIV at the end of 2026Q2, up 91 from the quarter before. That is stronger buying than 97.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $3.3B(YoY +9.4%), the P/E is 31.2x, return on equity is 18.8%. FFIV has had 21 buying rushes in its history, and the price moved +9.7% 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=415 2013Q4: holders=441 2014Q1: holders=483 2014Q2: holders=479 2014Q3: holders=496 2014Q4: holders=549 2015Q1: holders=514 2015Q2: holders=521 2015Q3: holders=505 2015Q4: holders=497 2016Q1: holders=484 2016Q2: holders=508 2016Q3: holders=510 2016Q4: holders=556 2017Q1: holders=544 2017Q2: holders=533 2017Q3: holders=493 2017Q4: holders=528 2018Q1: holders=531 2018Q2: holders=552 2018Q3: holders=543 2018Q4: holders=553 2019Q1: holders=547 2019Q2: holders=515 2019Q3: holders=501 2019Q4: holders=517 2020Q1: holders=484 2020Q2: holders=507 2020Q3: holders=499 2020Q4: holders=534 2021Q1: holders=532 2021Q2: holders=529 2021Q3: holders=529 2021Q4: holders=583 2022Q1: holders=554 2022Q2: holders=509 2022Q3: holders=500 2022Q4: holders=524 2023Q1: holders=495 2023Q2: holders=497 2023Q3: holders=511 2023Q4: holders=525 2024Q1: holders=537 2024Q2: holders=532 2024Q3: holders=587 2024Q4: holders=644 2025Q1: holders=687 2025Q2: holders=728 2025Q3: holders=761 2025Q4: holders=677 2026Q1: holders=721 2026Q2: holders=812 -91 -45.5 +0 +45.5 +91 373613853 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 21 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 10%
2025Q3 Top 10% +22.1% +67.3%
2025Q2 Top 10% -26.0% -12.2%
2025Q1 Top 5% +10.4% -20.0%
2024Q4 Top 10% -8.1% +2.0%
2024Q3 Top 5% +23.2% +18.5%
2023Q3 Top 20% +13.7% +8.2%

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
304
Change in large funds
+36
Total value they hold
$22.5B
Funds buying for the first time
171
Funds that sold out entirely
80
Price change that quarter
+3.0%
Funds holding puts (bearish)
11
Funds holding calls (bullish)
11

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)
31.2
EPS (TTM)
$12.55
EPS YoY
+10.7%
Revenue (TTM)
$3.3B
Revenue YoY
+9.4%
Net margin
21.9%
ROE
18.8%
Debt ratio
43.5%
FCF (TTM)
$970M
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 1.77 2021-12-31: EPS 1.51 2022-03-31: EPS 0.92 2022-06-30: EPS 1.37 2022-09-30: EPS 1.47 2022-12-31: EPS 1.20 2023-03-31: EPS 1.34 2023-06-30: EPS 1.48 2023-09-30: EPS 2.53 2023-12-31: EPS 2.32 2024-03-31: EPS 2.00 2024-06-30: EPS 2.44 2024-09-30: EPS 2.79 2024-12-31: EPS 2.82 2025-03-31: EPS 2.48 2025-06-30: EPS 3.25 2025-09-30: EPS 3.25 2025-12-31: EPS 3.10 2026-03-31: EPS 2.58 2026-06-30: EPS 3.62 0M 433M 865M $M 0.00 1.99 3.98 2016201720182019202020212022202320242025202606/26 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 27 18 26 34 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
0K174M348M 20162017201820192020202120222023202420252026
Latest quarter $348M (2026-03-31)

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

As of 2026-06-30 · 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.