OF
FFIV icon

Optimize Financial’s F5 FFIV Stock Holding History

Optimize Financial’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
Q1 		– Sell
-4,442
Closed -$1.13M – 366
2025
Q4 		$1.13M Buy
4,442
+60
+1% +$16.1K 0.57% 46
2025
Q3 		$1.42M Sell
4,382
-2,192
-33% -$686K 0.74% 34
2025
Q2 		$1.93M Sell
6,574
-46
-0.7% -$12.7K 1.18% 23
2025
Q1 		$1.76M Sell
6,620
-2,028
-23% -$567K 0.66% 22
2024
Q4 		$2.17M Buy
+8,648
New +$2.07M 1.63% 9

Other funds holding FFIV

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Optimize Financial's FFIV Position: Q1 2026 in Review

Optimize Financial sold out of F5 (FFIV) in Q1 2026, closing a stake of 4,442 shares — an estimated $1.13M sold.

Optimize Financial first reported a position in FFIV in Q4 2024 and held it in 5 quarters. The position peaked at $2.17M in Q4 2024. 725 funds tracked by Wall St. Rank hold FFIV as of Q1 2026.

  • Optimize Financial reported no remaining F5 position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 4,442 F5 shares in Q1 2026, an estimated $1.13M.
  • Optimize Financial first reported a position in F5 in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's F5 position peaked at $2.17M in Q4 2024.
  • 725 funds tracked by Wall St. Rank held F5 as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.