Position in FFIV
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,435,893
-$337,989 QoQ
Shares Held
3,452
-43.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#368
of 825 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Generali Asset Management SPA SGR holds $297,581,644 across 17 Software - Infrastructure names. FFIV ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
610,529 | $227,739,527 | |
| 2 | PANW |
Palo Alto Networks Inc
|
58,450 | $19,932,619 | |
| 3 | ORCL |
Oracle Corp
|
65,771 | $9,638,740 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
49,556 | $9,454,541 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
63,913 | $7,456,729 | |
| 6 | SNPS |
Synopsys Inc
|
15,070 | $6,722,274 | |
| 7 | FTNT |
Fortinet, Inc.
|
40,229 | $6,179,978 | |
| 8 | NET |
Cloudflare, Inc.
|
18,644 | $4,573,000 |
All Filings in FFIV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,435,893 | 3,452 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,773,882 | 6,131 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,411,951 | 9,449 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,549,969 | 7,890 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,092,026 | 7,108 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,573,233 | 9,664 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,342,539 | 13,292 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||