Synergy Asset Management, LLC

Position in FFIV — F5, Inc.

CIK 1699080 VANCOUVER, WA

Position in FFIV

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$841,487

+$441,633 QoQ

Shares Held

2,023

+46.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#438

of 829 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Synergy Asset Management, LLC holds $71,027,320 across 7 Software - Infrastructure names. FFIV ranks #2 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	183,474	$68,439,471
2	FFIV	F5, Inc. This page	2,023	$841,487
3	PLTR	Palantir Technologies Inc.	5,232	$610,417
4	PANW	Palo Alto Networks Inc	1,482	$505,391
5	CORZ	Core Scientific, Inc./tx	13,984	$357,850
6	NET	Cloudflare, Inc.	960	$235,468
7	DVLT	Datavault AI Inc.	106,390	$37,236

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$841,487	2,023	+46.4%	Shares	Sole	2026-07-22
2026-03-31	$399,854	1,382	-1.5%	Shares	Sole	2026-05-13
2025-12-31	$358,129	1,403	-74.9%	Shares	Sole	2026-01-13
2025-09-30	$1,806,953	5,591	+298.5%	Shares	Other	2025-10-21
2025-06-30	$412,930	1,403	+26.2%	Shares	Sole	2025-07-21
2025-03-31	$296,092	1,112	-50.0%	Shares	Sole	2025-04-22
2024-12-31	$559,268	2,224	+100.0%	Shares	Sole	2025-01-23
2024-09-30	$244,862	1,112	-30.6%	Shares	Sole	2024-10-15
2024-06-30	$275,912	1,602	+50.0%	Shares	Sole	2024-08-05
2024-03-31	$202,482	1,068	-20.8%	Shares	Sole	2024-04-18
2023-12-31	$241,265	1,348	0.0%	Shares	Sole	2024-01-19
2023-09-30	$217,216	1,348	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.