JANA Partners Management’s Mercury Systems MRCY Stock Holding History

JANA Partners 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
2026 Q2	$484M	Sell	3,958,849 -148,575	-4%	-$14.2M	25.46%	1
2026 Q1	$299M	Sell	4,107,424 -852,057	-17%	-$74.2M	17.96%	1
2025 Q4	$362M	Sell	4,959,481 -1,000,000	-17%	-$74.4M	18.84%	1
2025 Q3	$461M	Sell	5,959,481 -793,932	-12%	-$49.4M	22.33%	1
2025 Q2	$364M	Sell	6,753,413 -188,152	-3%	-$9.17M	18.27%	2
2025 Q1	$299M	Hold	6,941,565	–	–	15.45%	3
2024 Q4	$292M	Hold	6,941,565	–	–	14.34%	3
2024 Q3	$257M	Buy	6,941,565 +16,669	+0.2%	+$587K	13.33%	3
2024 Q2	$187M	Hold	6,924,896	–	–	10.93%	5
2024 Q1	$204M	Buy	6,924,896 +1,713,761	+33%	+$51.6M	11.17%	5
2023 Q4	$191M	Buy	5,211,135 +505,886	+11%	+$18.3M	12.3%	7
2023 Q3	$175M	Buy	+4,705,249	New	+$174M	12.45%	5

Other funds holding MRCY

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCA

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

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

JANA Partners Management's MRCY Position: Q2 2026 in Review

JANA Partners Management reduced its Mercury Systems (MRCY) stake by 3.6% in Q2 2026, selling an estimated $14.2M and leaving 3,958,849 shares worth $484M. The position accounts for 25.46% of the portfolio, ranked #1.

JANA Partners Management first reported a position in MRCY in Q3 2023 and has held it in 12 quarters since. 392 funds tracked by Wall St. Rank hold MRCY as of Q2 2026.

JANA Partners Management held 3,958,849 shares of Mercury Systems worth $484M as of Q2 2026.
JANA Partners Management sold 148,575 Mercury Systems shares in Q2 2026, an estimated $14.2M.
Mercury Systems made up 25.46% of JANA Partners Management's portfolio in Q2 2026, its #1 holding.
JANA Partners Management first reported a position in Mercury Systems in Q3 2023 and has held it in 12 quarters since.
392 funds tracked by Wall St. Rank held Mercury Systems as of Q2 2026.

Based on JANA Partners Management's 13F filing for Q2 2026, filed 14 Aug 2026.