Position in FFIV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$919,687
+$480,774 QoQ
Shares Held
2,211
+45.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#427
of 825 holders
Holding Since
Dec 2021
11 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, 2026Crestwood Advisors Group, LLC holds $279,605,739 across 25 Software - Infrastructure names. FFIV ranks #9 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
547,463 | $204,214,647 | |
| 2 | ORCL |
Oracle Corp
|
182,471 | $26,741,124 | |
| 3 | PANW |
Palo Alto Networks Inc
|
68,072 | $23,213,912 | |
| 4 | AKAM |
Akamai Technologies Inc
|
69,620 | $8,229,780 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
21,336 | $4,070,588 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
23,118 | $2,697,176 | |
| 7 | NTNX |
Nutanix, Inc.
|
48,125 | $2,452,450 | |
| 8 | FTNT |
Fortinet, Inc.
|
7,160 | $1,099,919 |
All Filings in FFIV
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $919,687 | 2,211 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $438,913 | 1,517 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $242,752 | 951 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $450,526 | 1,394 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $316,394 | 1,075 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $262,808 | 987 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $205,953 | 819 | Shares | Sole | 2025-02-04 | |
| 2022-09-30 | $261,092 | 1,804 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $276,084 | 1,804 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $384,259 | 1,839 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $450,021 | 1,839 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||