Position in FFIV
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$253,319
+$182,723 QoQ
Shares Held
609
+149.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#603
of 825 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FFIV Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. FFIV ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in FFIV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,319 | 609 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $70,596 | 244 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $95,211 | 373 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $97,280 | 301 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $85,647 | 291 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $78,549 | 295 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,335 | 228 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $93,144 | 423 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $89,215 | 518 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $97,259 | 513 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $128,507 | 718 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $134,229 | 833 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $139,678 | 955 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $64,832 | 445 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,308 | 253 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $36,616 | 253 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $38,719 | 253 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $52,864 | 253 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $5,138 | 21 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,174 | 21 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,919 | 21 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,381 | 21 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,694 | 21 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,578 | 21 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,576 | 83 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||