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Lifeworks Advisors’s F5 FFIV Stock Holding History

Lifeworks Advisors’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
Q2 		$8.95M Buy
21,515
+1,836
+9% +$652K 0.94% 29
2026
Q1 		$5.69M Buy
19,679
+4,812
+32% +$1.33M 0.73% 47
2025
Q4 		$3.79M Sell
14,867
-1,359
-8% -$366K 0.49% 70
2025
Q3 		$5.24M Buy
16,226
+387
+2% +$121K 0.7% 45
2025
Q2 		$4.66M Buy
15,839
+12,742
+411% +$3.52M 0.7% 44
2025
Q1 		$825K Buy
+3,097
New +$866K 0.14% 140

Other funds holding FFIV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Lifeworks Advisors's FFIV Position: Q2 2026 in Review

Lifeworks Advisors increased its F5 (FFIV) stake by 9.3% in Q2 2026, buying an estimated $652K and bringing the position to 21,515 shares worth $8.95M. The position accounts for 0.94% of the portfolio, ranked #29.

Lifeworks Advisors first reported a position in FFIV in Q1 2025 and has held it in 6 quarters since. 831 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Lifeworks Advisors held 21,515 shares of F5 worth $8.95M as of Q2 2026.
  • Lifeworks Advisors bought 1,836 F5 shares in Q2 2026, an estimated $652K.
  • F5 made up 0.94% of Lifeworks Advisors's portfolio in Q2 2026, its #29 holding.
  • Lifeworks Advisors first reported a position in F5 in Q1 2025 and has held it in 6 quarters since.
  • 831 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.