Position in FFIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$810,290
+$437,633 QoQ
Shares Held
1,948
+51.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#440
of 825 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. FFIV ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in FFIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,290 | 1,948 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $372,657 | 1,288 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $220,289 | 863 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $460,610 | 1,565 | Shares | Sole | 2025-08-14 | |
| 2022-03-31 | $246,561 | 1,180 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $398,632 | 1,629 | Shares | Sole | 2022-02-17 | |
| 2021-06-30 | $343,081 | 1,838 | Shares | Sole | 2021-08-24 | |
| No filing history on record for this holder in this stock. | ||||||