Position in FFIV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,538,696
-$1,256,155 QoQ
Shares Held
61,397
-33.7% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#95
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, 2026STOREBRAND ASSET MANAGEMENT AS holds $2,541,232,489 across 28 Software - Infrastructure names. FFIV ranks #9 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,065,646 | $1,516,567,270 | |
| 2 | PANW |
Palo Alto Networks Inc
|
865,983 | $295,317,522 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,100,156 | $209,893,262 | |
| 4 | ORCL |
Oracle Corp
|
919,027 | $134,683,406 | |
| 5 | OKTA |
Okta, Inc.
|
567,805 | $77,476,992 | |
| 6 | FTNT |
Fortinet, Inc.
|
476,284 | $73,166,748 | |
| 7 | SNPS |
Synopsys Inc
|
104,198 | $46,479,601 | |
| 8 | NET |
Cloudflare, Inc.
|
181,336 | $44,478,094 |
All Filings in FFIV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,538,696 | 61,397 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,794,851 | 92,610 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $31,445,989 | 123,192 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $46,458,239 | 143,749 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $42,970,425 | 145,999 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $30,825,279 | 115,767 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $19,719,020 | 78,415 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $13,587,881 | 61,707 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $10,028,952 | 58,230 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $10,156,336 | 53,570 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $6,544,224 | 36,564 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $5,575,282 | 34,599 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $5,351,507 | 36,589 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $3,780,655 | 25,950 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $3,199,842 | 22,297 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $3,281,318 | 22,672 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $3,418,607 | 22,338 | Shares | Sole | 2026-06-18 | |
| 2022-03-31 | $6,900,364 | 33,024 | Shares | Sole | 2026-06-18 | |
| 2021-12-31 | $8,670,809 | 35,433 | Shares | Sole | 2026-06-18 | |
| 2021-09-30 | $7,212,931 | 36,286 | Shares | Sole | 2026-06-18 | |
| 2021-06-30 | $5,363,301 | 28,733 | Shares | Sole | 2026-06-18 | |
| 2021-03-31 | $5,456,873 | 26,157 | Shares | Sole | 2026-06-18 | |
| 2020-12-31 | $4,647,455 | 26,415 | Shares | Sole | 2026-06-18 | |
| 2020-09-30 | $2,835,987 | 23,100 | Shares | Sole | 2026-06-18 | |
| 2020-06-30 | $3,682,132 | 26,399 | Shares | Sole | 2026-06-18 | |
| 2020-03-31 | $5,546,252 | 52,014 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||