Kovitz Investment Group Partners
FFIV icon

Kovitz Investment Group Partners’s F5 FFIV Stock Holding History

Kovitz Investment Group 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
-1,495
Closed -$483K – 749
2025
Q3 		$483K Buy
1,495
+316
+27% +$98.9K ﹤0.01% 1048
2025
Q2 		$347K Buy
1,179
+267
+29% +$73.8K ﹤0.01% 1091
2025
Q1 		$243K Buy
912
+81
+10% +$22.6K ﹤0.01% 1113
2024
Q4 		$209K Buy
+831
New +$199K ﹤0.01% 1158

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Kovitz Investment Group Partners's FFIV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of F5 (FFIV) in Q4 2025, closing a stake of 1,495 shares — an estimated $483K sold.

Kovitz Investment Group Partners first reported a position in FFIV in Q4 2024 and held it in 4 quarters. The position peaked at $483K in Q3 2025. 676 funds tracked by Wall St. Rank hold FFIV as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining F5 position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,495 F5 shares in Q4 2025, an estimated $483K.
  • Kovitz Investment Group Partners first reported a position in F5 in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's F5 position peaked at $483K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held F5 as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.