Klingman & Associates
FFIV icon

Klingman & Associates’s F5 FFIV Stock Holding History

Klingman & Associates’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
2026
Q3 		$1.14M Buy
2,565
+634
+33% +$261K 0.05% 134
2026
Q2 		$803K Buy
1,931
+6
+0.3% +$2.13K 0.03% 164
2026
Q1 		$557K Buy
1,925
+6
+0.3% +$1.66K 0.03% 182
2025
Q4 		$490K Buy
1,919
+32
+2% +$8.61K 0.02% 195
2025
Q3 		$610K Buy
1,887
+100
+6% +$31.3K 0.03% 165
2025
Q2 		$526K Buy
1,787
+29
+2% +$8.01K 0.03% 167
2025
Q1 		$468K Buy
1,758
+4
+0.2% +$1.12K 0.03% 162
2024
Q4 		$441K Buy
1,754
+28
+2% +$6.69K 0.03% 165
2024
Q3 		$380K Hold
1,726
– – 0.02% 187
2024
Q2 		$297K Buy
1,726
+7
+0.4% +$1.22K 0.02% 193
2024
Q1 		$326K Buy
1,719
+3
+0.2% +$553 0.02% 185
2023
Q4 		$307K Buy
1,716
+5
+0.3% +$816 0.02% 182
2023
Q3 		$276K Hold
1,711
– – 0.02% 186
2023
Q2 		$250K Buy
1,711
+1
+0.1% +$142 0.02% 188
2023
Q1 		$249K Hold
1,710
– – 0.02% 171
2022
Q4 		$245K Sell
1,710
-4
-0.2% -$586 0.02% 176
2022
Q3 		$248K Sell
1,714
-3
-0.2% -$475 0.02% 161
2022
Q2 		$263K Sell
1,717
-17
-1% -$2.96K 0.03% 159
2022
Q1 		$362K Buy
+1,734
New +$364K 0.03% 146

Other funds holding FFIV

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

Klingman & Associates's FFIV Position: Q3 2026 in Review

Klingman & Associates increased its F5 (FFIV) stake by 33% in Q3 2026, buying an estimated $261K and bringing the position to 2,565 shares worth $1.14M. The position accounts for 0.05% of the portfolio, ranked #134.

Klingman & Associates first reported a position in FFIV in Q1 2022 and has held it in 19 quarters since. 147 funds tracked by Wall St. Rank hold FFIV as of Q3 2026.

  • Klingman & Associates held 2,565 shares of F5 worth $1.14M as of Q3 2026.
  • Klingman & Associates bought 634 F5 shares in Q3 2026, an estimated $261K.
  • F5 made up 0.05% of Klingman & Associates's portfolio in Q3 2026, its #134 holding.
  • Klingman & Associates first reported a position in F5 in Q1 2022 and has held it in 19 quarters since.
  • 147 funds tracked by Wall St. Rank held F5 as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.