Tortoise Investment Management’s F5 FFIV Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-6	Closed	-$1.94K	–	660
2025 Q3	$1.94K	Buy	6 +3	+100%	+$939	﹤0.01%	883
2025 Q2	$883	Buy	+3	New	+$829	﹤0.01%	1005
2019 Q3	–	Sell	-5	Closed	-$1K	–	611
2019 Q2	$1K	Hold	5	–	–	﹤0.01%	600
2019 Q1	$1K	Hold	5	–	–	﹤0.01%	594
2018 Q4	$1K	Hold	5	–	–	﹤0.01%	526
2018 Q3	$1K	Hold	5	–	–	﹤0.01%	529
2018 Q2	$1K	Hold	5	–	–	﹤0.01%	542
2018 Q1	$1K	Hold	5	–	–	﹤0.01%	521
2017 Q4	$1K	Buy	+5	New	+$621	﹤0.01%	541
2015 Q1	–	Sell	-3	Closed	–	–	445
2014 Q4	$0	Buy	+3	New	+$374	﹤0.01%	477

Other funds holding FFIV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JCAM

Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LAM

Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return

Tortoise Investment Management's FFIV Position: Q4 2025 in Review

Tortoise Investment Management sold out of F5 (FFIV) in Q4 2025, closing a stake of 6 shares — an estimated $1.94K sold.

Tortoise Investment Management first reported a position in FFIV in Q4 2014 and held it in 10 quarters. The position peaked at $1.94K in Q3 2025. 677 funds tracked by Wall St. Rank hold FFIV as of Q4 2025.

Tortoise Investment Management reported no remaining F5 position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 6 F5 shares in Q4 2025, an estimated $1.94K.
Tortoise Investment Management first reported a position in F5 in Q4 2014 and held it in 10 quarters.
Tortoise Investment Management's F5 position peaked at $1.94K in Q3 2025.
677 funds tracked by Wall St. Rank held F5 as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.