Position in FFIV
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$20,922,788
+$6,340,556 QoQ
Shares Held
50,300
-0.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#108
of 825 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $3,805,832,260 across 22 Software - Infrastructure names. FFIV ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,579,943 | $2,454,450,337 | |
| 2 | ORCL |
Oracle Corp
|
1,846,649 | $270,626,410 | |
| 3 | PANW |
Palo Alto Networks Inc
|
768,300 | $262,005,666 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,047,700 | $238,905,159 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
897,600 | $171,248,616 | |
| 6 | FTNT |
Fortinet, Inc.
|
504,990 | $77,576,563 | |
| 7 | SNPS |
Synopsys Inc
|
170,761 | $76,171,359 | |
| 8 | XYZ |
Block, Inc.
|
476,900 | $36,244,400 |
All Filings in FFIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,922,788 | 50,300 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $14,582,232 | 50,400 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $13,299,046 | 52,100 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $16,902,837 | 52,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $24,734,652 | 84,040 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $24,773,760 | 93,040 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,824,267 | 94,740 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $32,003,868 | 145,340 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,772,497 | 149,640 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $54,450,248 | 287,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,226,770 | 336,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $31,261,160 | 194,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $36,594,252 | 250,200 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $32,809,388 | 225,200 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $66,861,309 | 465,900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $74,203,071 | 512,700 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $63,741,160 | 416,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $72,066,855 | 344,900 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $35,189,298 | 143,800 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $34,229,916 | 172,200 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $41,083,866 | 220,100 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,917,484 | 148,200 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $36,859,430 | 209,500 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $31,993,862 | 260,600 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $26,975,432 | 193,400 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,570,730 | 71,000 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||