FFIV — F5 NETWORKS INC

Ownership history in Telemark Asset Management, LLC  ·  7 quarters on record

AI Ownership Summary

Telemark Asset Management, LLC reported F5 NETWORKS INC (FFIV) in 7 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 2.09% in 2025 Q1. The latest visible filing shows FFIV at 1.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Telemark Asset Management, LLC's position in F5 NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FFIV was reported at 1.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.09% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FFIV stock page Telemark Asset Management, LLC fund profile Telemark Asset Management, LLC full holdings
How Telemark Asset Management, LLC held FFIV — position size vs. price
% of Fund (quarterly)    FFIV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 40,000 — 0% 1.23% $12.9M 2025-11-10 $240.77
2025 Q2 REDUCED 40,000 -20,000 -33.3% 1.07% $11.8M 2025-08-12 $326.47
2025 Q1 REDUCED 60,000 -20,000 -25.0% 2.09% $16.0M 2025-05-12 $280.35
2024 Q4 ADDED 80,000 +20,000 +33.3% 2.01% $20.1M 2025-02-10 $308.35
2024 Q3 ADDED 60,000 +10,000 +20.0% 1.33% $13.2M 2024-11-12 $244.00
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FFIV

As of 2025 Q4 — 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%

FAQ About Telemark Asset Management, LLC and FFIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Telemark Asset Management, LLC reported owning FFIV?

Telemark Asset Management, LLC reported FFIV across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported FFIV position in Telemark Asset Management, LLC's portfolio?

The largest reported portfolio weight for FFIV was 2.09% in 2025 Q1.

What is the latest reported FFIV position on this page?

The most recent filing on this page is 2025 Q3, when Telemark Asset Management, LLC reported 40,000 shares, equal to 1.23% of portfolio, with an estimated market value of $12.9M.

What does the chart on this FFIV ownership page compare?

The chart compares Telemark Asset Management, LLC's quarterly FFIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Telemark Asset Management, LLC Holdings