FFIV β€” F5 INC

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which DRIVE WEALTH MANAGEMENT, LLC reported a position in F5 INC (FFIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.05% (2025 Q3)
πŸ“Š Avg. % of fund
0.05%
πŸ“… First filed
2025 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
3

Position Intelligence

DRIVE WEALTH MANAGEMENT, LLC Γ— FFIV AI Analytics

πŸ“ˆ DRIVE WEALTH MANAGEMENT, LLC outperformed the S&P 500 by +2.9% annually on this FFIV position. Average cost basis: $266.63. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
+2.9%
annualised excess return

βœ… Outperformed SPY on this position by 2.9% ann.
2 quarters analyzed

πŸ’° Entry Quality
$266.63
+21.2% vs current ($323.19)

Best entry: $266.27 (2025 Q1)  Β·  Worst: $323.19 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.05% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FFIV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 778 +3 +0.4% 0.05% $251K $323.19
2025 Q2 ADDED 775 +4 +0.5% 0.05% $228K $294.32
2025 Q1 INITIATED 771 β€” β€” 0.05% $205K $266.27

🏒 Other funds also holding FFIV

As of 2025 Q4 β€” sorted by position size

Jericho Capital Asset Management L.P. 3Y 7Y 6.6% HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 3Y 7Y 4.17% LYRICAL ASSET MANAGEMENT LP 3Y 7Y 3.29% Talos Eurisko Asset Management LP 3.22% SG Capital Management LLC 3Y 7Y 2.08% Cairn Investment Group, Inc. 3Y 1.86% S&T BANK/PA 3Y 7Y 1.84% Junto Capital Management LP 3Y 7Y 1.5% ClearAlpha Technologies LP 1.43% Penserra Capital Management LLC 3Y 7Y 1.2%
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