Position in FFIV
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,352,253
+$601,807 QoQ
Shares Held
5,655
-6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#319
of 825 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 26%
Shared 0%
None 74%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. FFIV ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
738,401 | $275,438,341 | |
| 2 | ORCL |
Oracle Corp
|
172,605 | $25,295,262 | |
| 3 | PANW |
Palo Alto Networks Inc
|
74,030 | $25,245,710 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
214,070 | $24,975,546 | |
| 5 | FTNT |
Fortinet, Inc.
|
59,634 | $9,160,975 | |
| 6 | TWLO |
Twilio Inc
|
42,214 | $8,710,014 | |
| 7 | SNPS |
Synopsys Inc
|
17,893 | $7,981,530 | |
| 8 | OKTA |
Okta, Inc.
|
46,770 | $6,381,766 |
All Filings in FFIV
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,352,253 | 5,655 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,750,446 | 6,050 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,623,708 | 6,361 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,166,665 | 6,704 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,106,448 | 7,157 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,928,859 | 7,244 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,882,755 | 7,487 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,740,901 | 7,906 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,420,036 | 8,245 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,641,470 | 8,658 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,591,132 | 8,890 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,508,270 | 9,360 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,422,963 | 9,729 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,375,604 | 9,442 | Shares | Sole | 2023-05-02 | |
| 2022-09-30 | $1,337,739 | 9,243 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,463,215 | 9,561 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,000,905 | 9,576 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,343,342 | 9,576 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||