Monitor F5's next earnings report for revenue and guidance trends — the cluster's thesis likely hinges on networking/security demand. The 45-day reporting lag means positions may have been adjusted since quarter-end; watch for any insider buying or 13F amendments to confirm conviction.
Executive Summary
Seven asset managers accumulated $67.4M in new F5 (FFIV) positions during Q3 2026, with no institutional sellers. The cluster is dominated by active managers, including Assenagon doubling its stake to $70.6M and Abn Amro increasing 593% to $17.9M, suggesting a shared thesis around F5's networking/security product cycle or valuation.
Key Financial Metrics
Institutional Positions
Net institutional flow: $67.4M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Assenagon Asset Management | DOUBLED | +140.4% | $70.6M | $43.2M |
| Abn Amro Investment Solutions | DOUBLED | +593.2% | $17.9M | $15.5M |
| Wealth Enhancement Advisory Services | ADD | +43.9% | $9.2M | $3.4M |
| Pensiondanmark Pensionsforsikringsaktieselskab | ADD | +56.3% | $6.0M | $2.4M |
| Concurrent Investment Advisors | DOUBLED | +367.6% | $1.8M | $1.5M |
| Hb Wealth Management | ADD | +61.7% | $3.0M | $1.3M |
| Farther Finance Advisors | ADD | +52.7% | $559.0K | $217.0K |
Key Facts
- 7 institutional buyers added $67.4M in net new value, with zero sellers
- Assenagon Asset Management doubled its stake to $70.6M (140.4% increase)
- Abn Amro Investment Solutions increased holdings 593% to $17.9M
- All buyers are active asset managers; no passive/index fund participation detected
Financial Impact
7 institutions accumulated $67.4M in net new F5 positions during Q3 2026, bringing total disclosed holdings to $109.2M
Risk Factors
- 13F data is 45+ days stale; positions may have been unwound since quarter-end
- No insider buying corroboration in the cluster — institutional signal alone is weaker
- All buyers are asset managers, not activist or event-driven funds, reducing catalyst urgency
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FFIV-2026-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 27, 2026 today | 8-K | $440.00 | awaiting T+5 | — | — |
Oct 23, 2026 4d ago | Institutional Cluster | $455.42 | awaiting T+5 | — | — |
Sep 15, 2026 6w ago | Insider Cluster | $423.59 $455.99 | ▲ +7.65% | ▲ +5.82% | — |
Aug 6, 2026 11w ago | Insider Cluster | $400.23 $403.20 | ▲ +0.74% | ▲ +0.34% | — |
Aug 4, 2026 12w ago | Insider Cluster | $411.32 $422.95 | ▲ +2.83% | ▲ +2.48% | — |
Aug 4, 2026 12w ago | Insider Cluster | $411.32 $422.95 | ▲ +2.83% | ▲ +2.48% | — |
Jul 27, 2026 13w ago | 8-K | $403.46 $406.35 | ▲ +0.72% | ▼ −1.55% | — |
Jun 23, 2026 18w ago | 8-K | $384.78 $424.18 | ▲ +10.24% | ▲ +8.53% | — |
May 4, 2026 25w ago | Insider Cluster | $329.93 $358.30 | ▲ +8.60% | ▲ +5.66% | — |
May 4, 2026 25w ago | Insider Cluster | $329.93 $358.30 | ▲ +8.60% | ▲ +5.66% | — |
US Market Status
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