Jericho Capital Asset Management L.P. — F5 INC FFIV: Quarterly 13F Position History
Jericho Capital Asset Management L.P. has reported F5 INC (FFIV) on 2 13F-HR filings in Pactolio's tracked window, first appearing in Q4 2025. As of Q1 2026, the position is sized at 2,643,013 shares ($764.7M market value, 11.30% of the equity book). Quarter-over-quarter share count change: + 372,000 (+16.4%) .
- 2,643,013Shares Held (Latest Filing)
- $764.7MReported Market Value (Latest Filing)
- 11.30%Portfolio Weight (% of 13F Equity Book)
- +372,000Quarter-over-Quarter Share Change
- +$185.0MQuarter-over-Quarter Value Change
- 2,643,013Peak Reported Shares (Historical)
Recent initiation: Jericho Capital Asset Management L.P. first reported FFIV on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 2,643,013 | +372,000 | +16.4% | $764.7M | 11.30% | $289.33 |
| Q4 2025 | 2,271,013 | — | — | $579.7M | 6.60% | $255.26 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Jericho Capital Asset Management L.P. first disclose a FFIV position in 13F-HR filings?
Jericho Capital Asset Management L.P. first reported F5 INC (FFIV) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Jericho Capital Asset Management L.P.'s most recent quarter-over-quarter share-count change in FFIV?
Between Q4 2025 and Q1 2026, Jericho Capital Asset Management L.P. added 372,000 shares of FFIV (+16.4%), bringing the total reported position to 2,643,013 shares at a market value of $764.7M.
Does the implied price-per-share represent Jericho Capital Asset Management L.P.'s cost basis in FFIV?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.