Telemark Asset Management’s F5 FFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
40,000
-20,000
| -33% | -$5.89M | 1.07% | 28 |
|
|
2025
Q1 | $16M | Sell |
60,000
-20,000
| -25% | -$5.33M | 2.09% | 17 |
|
|
2024
Q4 | $20.1M | Buy |
80,000
+20,000
| +33% | +$5.03M | 2.01% | 15 |
|
|
2024
Q3 | $13.2M | Buy |
+60,000
| New | +$13.2M | 1.33% | 26 |
|
|
2021
Q2 | – | Sell |
-50,000
| Closed | -$10.4M | – | 73 |
|
|
2021
Q1 | $10.4M | Buy |
+50,000
| New | +$10.4M | 0.88% | 46 |
|
|
2013
Q4 | – | Sell |
-20,000
| Closed | -$1.72M | – | 58 |
|
|
2013
Q3 | $1.72M | Buy |
+20,000
| New | +$1.72M | 0.51% | 47 |
|