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Waverly Advisors’s F5 FFIV Stock Holding History

Waverly Advisors’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 		$501K Buy
+1,204
New +$428K ﹤0.01% 1175
2015
Q4 		– Sell
-397
Closed -$46K – 221
2015
Q3 		$46K Buy
397
+223
+128% +$27.3K 0.03% 148
2015
Q2 		$21K Buy
+174
New +$21.4K 0.01% 214

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

Waverly Advisors's FFIV Position: Q2 2026 in Review

Waverly Advisors opened a new position in F5 (FFIV) in Q2 2026: 1,204 shares worth $501K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: Waverly Advisors previously reported a position in FFIV as recently as Q3 2015.

Waverly Advisors first reported a position in FFIV in Q2 2015 and has held it in 3 quarters since. 833 funds tracked by Wall St. Rank hold FFIV as of Q2 2026.

  • Waverly Advisors held 1,204 shares of F5 worth $501K as of Q2 2026.
  • F5 was a new Waverly Advisors position in Q2 2026.
  • F5 made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1175 holding.
  • Waverly Advisors first reported a position in F5 in Q2 2015 and has held it in 3 quarters since.
  • 833 funds tracked by Wall St. Rank held F5 as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.