FULLER & THALER ASSET MANAGEMENT, INC.
Position in ZBRA — Zebra Technologies Corp
CIK 1082327
SAN MATEO, CA
Position in ZBRA
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$318,252,118
+$266,897,680 QoQ
Shares Held
1,208,889
+392.2% QoQ
Ownership
2.56%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#9
of 645 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ZBRA Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $1,392,997,434 across 6 Communication Equipment names. ZBRA ranks #2 (22.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LITE |
Lumentum Holdings Inc.
|
541,679 | $464,793,082 | |
| 2 | ZBRA |
Zebra Technologies Corp
This page
|
1,208,889 | $318,252,118 | |
| 3 | VSAT |
Viasat Inc
|
2,998,539 | $269,298,787 | |
| 4 | BDC |
Belden Inc.
|
1,176,261 | $141,045,456 | |
| 5 | VIAV |
Viavi Solutions Inc.
|
2,746,116 | $131,127,039 | |
| 6 | VISN |
Vistance Networks, Inc.
|
5,358,447 | $68,480,952 |
All Filings in ZBRA
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,252,118 | 1,208,889 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $51,354,438 | 245,621 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,874,185 | 135,385 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $28,788,563 | 96,879 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,358,612 | 85,480 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,666,276 | 51,905 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $14,165,004 | 36,676 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,764,756 | 45,271 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,542,879 | 47,075 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,464,899 | 47,986 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,433,235 | 45,488 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,789,789 | 45,617 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,503,444 | 35,505 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,866,268 | 31,026 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $6,965,377 | 27,165 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,103,969 | 30,930 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,285,844 | 24,786 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,789,883 | 21,247 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,935,801 | 13,333 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,488,451 | 16,469 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $8,756,705 | 16,538 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,458,628 | 17,434 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,926,368 | 15,420 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,865,667 | 15,312 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,953,659 | 15,447 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,766,852 | 15,070 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||