Convergence Investment Partners’s F5 FFIV Stock Holding History

Convergence Investment Partners’s Portfolio FFIV Stock Details FFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-7,931	Closed	-$2.56M	–	268
2025 Q3	$2.56M	Buy	7,931 +4,454	+128%	+$1.39M	0.58%	43
2025 Q2	$1.02M	Sell	3,477 -4,648	-57%	-$1.28M	0.26%	145
2025 Q1	$2.16M	Buy	8,125 +1,295	+19%	+$362K	0.6%	43
2024 Q4	$1.72M	Buy	+6,830	New	+$1.63M	0.38%	86
2019 Q2	–	Sell	-5,982	Closed	-$939K	–	329
2019 Q1	$939K	Sell	5,982 -8,259	-58%	-$1.33M	0.21%	161
2018 Q4	$2.31M	Buy	14,241 +1,838	+15%	+$315K	0.53%	59
2018 Q3	$2.47M	Sell	12,403 -10,149	-45%	-$1.86M	0.5%	61
2018 Q2	$3.89M	Sell	22,552 -1,253	-5%	-$209K	0.54%	62
2018 Q1	$3.44M	Buy	23,805 +1,856	+8%	+$266K	0.45%	81
2017 Q4	$2.88M	Sell	21,949 -2,930	-12%	-$364K	0.39%	99
2017 Q3	$3M	Buy	+24,879	New	+$3M	0.42%	78
2017 Q2	–	Sell	-2,382	Closed	-$340K	–	363
2017 Q1	$340K	Buy	+2,382	New	+$340K	0.05%	310
2016 Q2	–	Sell	-21,325	Closed	-$2.26M	–	329
2016 Q1	$2.26M	Buy	+21,325	New	+$2.04M	0.27%	137
2015 Q4	–	Sell	-18,149	Closed	-$2.1M	–	347
2015 Q3	$2.1M	Buy	+18,149	New	+$2.22M	0.24%	146
2014 Q2	–	Sell	-13,120	Closed	-$1.4M	–	388
2014 Q1	$1.4M	Buy	+13,120	New	+$1.39M	0.21%	148

Other funds holding FFIV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return