LYRICAL ASSET MANAGEMENT LP

Position in FFIV — F5, Inc.

CIK 1542302 NEW YORK, NY

Position in FFIV

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$383,451,894

+$109,351,936 QoQ

Shares Held

921,848

-2.7% QoQ

Ownership

1.63%

of shares outstanding

% of Portfolio

4.87%

of 13F equity value

Holder Rank

#11

of 825 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 71% Shared 29% None 0%

Technology · as of Jun 30, 2026

LYRICAL ASSET MANAGEMENT LP holds $1,269,907,801 across 5 Software - Infrastructure names. FFIV ranks #1 (30.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc. This page	921,848	$383,451,894
2	NTAP	NetApp, Inc.	2,465,831	$381,612,005
3	GEN	Gen Digital Inc.	7,983,428	$198,707,522
4	CPAY	Corpay, Inc.	592,382	$197,423,149
5	WEX	WEX Inc.	770,524	$108,713,231

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,451,894	921,848	-2.7%	Shares	Sole	2026-08-12
2026-03-31	$274,099,958	947,361	-4.0%	Shares	Sole	2026-05-11
2025-12-31	$251,889,291	986,795	-5.1%	Shares	Sole	2026-02-11
2025-09-30	$336,173,835	1,040,174	+5.2%	Shares	Sole	2025-11-12
2025-06-30	$290,924,724	988,464	-7.3%	Shares	Sole	2025-08-12
2025-03-31	$283,870,713	1,066,101	-1.5%	Shares	Sole	2025-05-13
2024-12-31	$272,111,412	1,082,083	-0.1%	Shares	Sole	2025-02-13
2024-09-30	$238,524,383	1,083,217	-4.4%	Shares	Sole	2024-11-12
2024-06-30	$195,059,430	1,132,552	-2.2%	Shares	Sole	2024-08-12
2024-03-31	$219,567,402	1,158,117	+1.1%	Shares	Sole	2024-05-13
2023-12-31	$204,986,151	1,145,302	+38.3%	Shares	Sole	2024-02-13
2023-09-30	$133,430,204	828,039	-2.1%	Shares	Sole	2023-11-13
2023-06-30	$123,706,708	845,800	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.