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Synergy Investment Management’s F5 FFIV Stock Holding History

Synergy Investment Management’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 		$74.5K Buy
179
+8
+5% +$2.84K 0.02% 320
2026
Q1 		$49.5K Buy
+171
New +$47.4K 0.02% 282

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 $3.38T AUM 44.17% 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

Synergy Investment Management's FFIV Position: Q2 2026 in Review

Synergy Investment Management increased its F5 (FFIV) stake by 4.7% in Q2 2026, buying an estimated $2.84K and bringing the position to 179 shares worth $74.5K. The position accounts for 0.02% of the portfolio, ranked #320.

Synergy Investment Management first reported a position in FFIV in Q1 2026 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Synergy Investment Management held 179 shares of F5 worth $74.5K as of Q2 2026.
  • Synergy Investment Management bought 8 F5 shares in Q2 2026, an estimated $2.84K.
  • F5 made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #320 holding.
  • Synergy Investment Management first reported a position in F5 in Q1 2026 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.