Bayesian Capital Management’s Mercury Systems MRCY Stock Holding History

Bayesian Capital Management’s Portfolio MRCY Stock Details MRCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-13,654	Closed	-$1.06M	–	384
2025 Q3	$1.06M	Buy	+13,654	New	+$849K	0.22%	151
2025 Q2	–	Sell	-12,298	Closed	-$530K	–	756
2025 Q1	$530K	Buy	+12,298	New	+$539K	0.09%	281
2019 Q4	–	Sell	-3,448	Closed	-$280K	–	694
2019 Q3	$280K	Sell	3,448 -8,900	-72%	-$703K	0.05%	380
2019 Q2	$869K	Buy	12,348 +7,500	+155%	+$520K	0.18%	159
2019 Q1	$311K	Buy	+4,848	New	+$280K	0.06%	381
2017 Q1	–	Sell	-8,700	Closed	-$263K	–	602
2016 Q4	$263K	Buy	+8,700	New	+$247K	0.07%	459

Other funds holding MRCY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JPM

JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bayesian Capital Management's MRCY Position: Q4 2025 in Review

Bayesian Capital Management sold out of Mercury Systems (MRCY) in Q4 2025, closing a stake of 13,654 shares — an estimated $1.06M sold.

Bayesian Capital Management first reported a position in MRCY in Q4 2016 and held it in 6 quarters. The position peaked at $1.06M in Q3 2025. 346 funds tracked by Wall St. Rank hold MRCY as of Q4 2025.

Bayesian Capital Management reported no remaining Mercury Systems position as of Q4 2025 after selling out during the quarter.
Bayesian Capital Management sold 13,654 Mercury Systems shares in Q4 2025, an estimated $1.06M.
Bayesian Capital Management first reported a position in Mercury Systems in Q4 2016 and held it in 6 quarters.
Bayesian Capital Management's Mercury Systems position peaked at $1.06M in Q3 2025.
346 funds tracked by Wall St. Rank held Mercury Systems as of Q4 2025.

Based on Bayesian Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.