Neo Ivy Capital Management’s Mercury Systems MRCY Stock Holding History

Neo Ivy Capital 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 Q1	–	Sell	-10,960	Closed	-$800K	–	441
2025 Q4	$800K	Buy	10,960 +1,116	+11%	+$83K	0.13%	186
2025 Q3	$762K	Sell	9,844 -40,788	-81%	-$2.54M	0.19%	180
2025 Q2	$2.73M	Buy	+50,632	New	+$2.47M	0.87%	19
2025 Q1	–	Sell	-798	Closed	-$33K	–	376
2024 Q4	$33K	Buy	+798	New	+$30.4K	0.01%	243
2023 Q3	–	Sell	-6	Closed	–	–	408
2023 Q2	$0	Buy	+6	New	+$256	﹤0.01%	277
2021 Q4	–	Sell	-738	Closed	-$58K	–	563
2021 Q3	$58K	Buy	+738	New	+$41K	0.07%	305
2020 Q3	–	Sell	-738	Closed	-$58K	–	559
2020 Q2	$58K	Buy	+738	New	+$60.4K	0.07%	305

Other funds holding MRCY

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

JPM

JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CCA

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neo Ivy Capital Management's MRCY Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of Mercury Systems (MRCY) in Q1 2026, closing a stake of 10,960 shares — an estimated $800K sold.

Neo Ivy Capital Management first reported a position in MRCY in Q2 2020 and held it in 7 quarters. The position peaked at $2.73M in Q2 2025. 357 funds tracked by Wall St. Rank hold MRCY as of Q1 2026.

Neo Ivy Capital Management reported no remaining Mercury Systems position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 10,960 Mercury Systems shares in Q1 2026, an estimated $800K.
Neo Ivy Capital Management first reported a position in Mercury Systems in Q2 2020 and held it in 7 quarters.
Neo Ivy Capital Management's Mercury Systems position peaked at $2.73M in Q2 2025.
357 funds tracked by Wall St. Rank held Mercury Systems as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.