F5 Inc logo

F5 Inc

NEW
NAS:FFIV (USA)   Ordinary Shares
$ 389.62 -0.85 (-0.22%) 07:09 PM EST
31.02
P/B:
5.74
Market Cap:
$ 22.06B
Enterprise V:
$ 20.71B
Volume:
351.94K
Avg Vol (2M):
593.50K
Trade In:
Volume:
351.94K
Avg Vol (2M):
593.50K

FFIV Number of Guru Trades

To

FFIV Volume of Guru Trades

To

Gurus Latest Trades with NAS:FFIV

No Available Data

NAS:FFIV is held by these investors

Guru
Portfolio Date
Current Shares
% of Shares outstanding
% of Total Assets Managed
Comment
HOTCHKIS & WILEY
2026-06-30
2,061,574
3.640
2.50%
Reduce -54.98%
Joel Greenblatt
2026-06-30
160,688
0.280
0.16%
Reduce -0.95%
Ken Fisher
2026-06-30
78,388
0.140
0.01%
Reduce -1.67%
Brandes Investment Partners, LP
2026-06-30
13,649
0.020
0.04%
Add 5.58%
Jefferies Group
2026-06-30
2,904
0.010
0.01%
New holding
Total 5

F5 Inc Insider Transactions

No Available Data

Guru Commentaries on NAS:FFIV

2026 Q2
HOTCHKIS & WILEY · 2.50% of portfolio · Reduce -54.98%
What the manager wrote

F5 Inc. (FFIV) sells application networking and security software as well as data center appliances. The company’s stock rose after it posted good quarterly results and raised both its revenue and earnings per share guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products.

2026 Q2
HOTCHKIS & WILEY · 2.50% of portfolio · Reduce -54.98%
What the manager wrote

F5 Inc. (FFIV) sells application networking and security software as well as data center appliances. The company’s stock rose after it posted good quarterly results and raised both its revenue and earnings per share guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products.

2026 Q2
HOTCHKIS & WILEY · 2.50% of portfolio · Reduce -54.98%
What the manager wrote

F5 Inc. (FFIV) sells application networking and security software as well as data center appliances. The company’s stock rose after it posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products.

2026 Q2
HOTCHKIS & WILEY · 2.50% of portfolio · Reduce -54.98%
What the manager wrote

F5 Inc. (FFIV) sells application networking and security software as well as data center appliances. The company’s posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings.

2026 Q2
HOTCHKIS & WILEY · 2.50% of portfolio · Reduce -54.98%
What the manager wrote

F5 Inc. (FFIV) sells application networking and security software as well as data center appliances. The company posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings.

2025 Q2
HOTCHKIS & WILEY · 2.50% of portfolio · Reduce -54.98%
What the manager wrote

F5 Inc. (FFIV) sells application networking and security software and data center appliances, where it has 50%+ market share in traditional ADCs. Demand for F5’s products grows faster than gross domestic product (GDP), resulting in highly sticky customer relationships, with ~75% of annual revenue being recurring. The company posted another good quarterly earnings report and raised revenue and earnings per share (EPS) guidance for the full year. We continue to believe the company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation. Strong free cash flow generation and a net cash balance sheet provide downside protection.

2026 Q2
What the manager wrote

F5 Inc. (FFIV) sells application networking and security software as well as data center appliances. The company’s stock rose after it posted good quarterly results and raised both its revenue and EPS guidance. The company is misunderstood and gets incorrectly classified as a legacy IT hardware vendor, resulting in an attractive valuation for a company with better-than-average fundamental risk ratings. F5 has over 50% market share in traditional ADCs (application delivery controllers), along with various multi-cloud networking and application security products.

News about NAS:FFIV

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