What is the 13F Pro Quality Score for FFIV?

13F Pro ranks F5, INC. (FFIV) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View FFIV's current score at https://13fpro.ai/company/FFIV (free sign-up required for the full ranking).

Which hedge funds own the most FFIV stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of FFIV include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/FFIV as soon as new 13F filings post.

Where does 13F Pro source FFIV data?

All F5, INC. fundamentals and ownership data come directly from SEC EDGAR. F5, INC. files with the SEC under CIK 1048695. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is FFIV in?

F5, INC. (FFIV) is classified in the Technology sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/technology.

What drives FFIV's revenue?

Per F5, INC.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Products ($462.8M, +19.0% YoY); Services ($402.2M, +2.7% YoY); Systems revenue ($239.5M, +32.4% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/FFIV.

What are FFIV's largest expenses?

F5, INC.'s latest 10-Q reports these as the largest expense items: Sales and marketing ($238.0M, +8.0% YoY); Research and development ($164.7M, +20.8% YoY); General and administrative ($95.6M, +21.5% YoY). Sourced directly from SEC EDGAR filing text for Q3 FY2026 (quarter ended June 30, 2026).

How often is FFIV research updated on 13F Pro?

FFIV's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

F5, INC.(FFIV)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Technology →Nasdaqlarge

Institutional-grade research for retail investors

SEC EDGAR: CIK 1048695 FFIV stock profile & AI dashboard →

13F Pro Quality Score

66.9/100

Rank #386 of 2,961 stocksTOP 25%

View Technology peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

57.4/100

Profitability

81.3/100

Balance Sheet

87.8/100

Earnings Quality

55.8/100

Free Cash Flow

83.5/100

Institutional Flow

18.7/100

Revenue Scale

71.4/100

Dilution Risk

19.8/100

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

Why FFIV Scores 67/100

exact factor attribution · 2026-09-11

FFIV's composite is driven by free cash flow and profitability, held back by institutional flow and shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Free cash flow

+5.0 pts

84th pct

Profitability

+4.7 pts

81th pct

Capital efficiency

+3.8 pts

88th pct

Scale

+3.2 pts

71th pct

Revenue growth

+1.5 pts

57th pct

Earnings growth

+1.2 pts

74th pct

Earnings quality

+0.6 pts

56th pct

Shareholder dilution

-1.5 pts

20th pct

Institutional flow

-1.6 pts

19th pct

Latest change (2026-08-06): 70 → 68 · ↓ Earnings growth 66→52

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

FFIV Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for F5, INC. (FFIV), a Technology sector company. 13F Pro's AI-powered ranking engine scores FFIV at 66.9/100 on a 32-signal composite quality model, placing it at rank #386 of 2,961 stocks — the top 25% of the AI-ranked universe. FFIV scores in the top quartile across balance sheet strength (87.8), free cash flow (83.5), profitability (81.3). Areas of concern include institutional flow (18.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 19.8/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), F5, INC. reports quarterly revenue of $865.1M, net income of $208.2M, an operating margin of 24.6%. Top institutional holders of FFIV by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. FFIV trades on the Nasdaq exchange and files with the SEC under CIK 1048695. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate FFIV daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for F5, INC. directly from SEC EDGAR. F5, INC.'s 13F Pro composite quality score has ranged between 55 and 75 since 2021, currently 66.9 — a stable long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about F5, INC.

Quirks, history, and lore behind FFIV — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. enterprise technology company · mid-cap · listed on Nasdaq · headquartered in Seattle, Washington.
2
The Numbers
Annual revenue in the range of $2–3 billion, with a customer base that skews heavily toward large enterprises and service providers who really, really need their traffic managed.
3
The History
Founded in 1996, it went public during the dot-com boom and built its business on the unglamorous but critical problem of keeping web applications running under crushing traffic loads.
4
The Secret
Its core product is an application delivery controller — essentially a very smart traffic cop that sits between the internet and your servers, handling load balancing, security, and availability all at once.
5
The Lore
The company's name was inspired by a Fibonacci-sequence-derived wave height — yes, it's a surfing reference — and its ticker is charmingly redundant: the letter F, twice.
6
The Giveaway
If your bank's website doesn't crash on payday, there's a decent chance an F5 BIG-IP box is quietly doing the heavy lifting — this Seattle firm basically invented application delivery networking.

▶ Think you know your stocks? Play the Daily Ticker

What's Driving FFIV's Business? Latest 10-Q Breakdown

✓ 27/27 datapoints verified

AI-extracted from F5, INC.'s 10-Q filed 2026-08-06 — Q3 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

F5 grew Q3 FY2026 revenue 11% YoY to $865.1M as systems revenue surged 32.4% on customer demand, while opex outpaced revenue growth partly due to Cyber Incident response costs.

Biggest Revenue Drivers

Products$462.8M+19.0% YoY

Increase associated with growth in both systems and software revenues

Services$402.2M+2.7% YoY

Primarily the result of increased sales of maintenance contracts

Biggest Revenue Drivers

Total revenue: $865.1M+11% YoY

Products$462.8M+19.0% YoY

Increase associated with growth in both systems and software revenues

Within Products

Systems revenue$239.5M+32.4% YoY

Primarily due to increases in customer demand

Software revenue$223.3M+7.4% YoY

Primarily due to increased sales of subscription offerings

Services$402.2M+2.7% YoY

Primarily the result of increased sales of maintenance contracts

Largest Expense Items

Sales and marketing$238.0M+8.0% YoY

Increase of $13.5 million in personnel costs

Research and development$164.7M+20.8% YoY

Higher technology costs (+$13.5M) and personnel costs (+$10.9M); professional services up $2.6M from Cyber Incident response

General and administrative$95.6M+21.5% YoY

Personnel costs up $11.7M; professional services up $3.2M driven by costs incurred in response to the Cyber Incident

Margins: Gross margin expanded to 82.2% from 81.0% YoY, but total operating expenses rose to 57.6% of revenue from 55.8%, driven by R&D and G&A growth tied partly to Cyber Incident response costs, pulling operating margin down to 24.7% from 25.2%.

Watch Items from the Filing

Two distributor customers accounted for 16.4% and 18.4% of total net revenue in the quarter, indicating concentrated channel exposure.
The company incurred $3.0M in Cyber Incident response costs this quarter ($26.5M for nine months) and faces an ongoing securities class action and two consolidated derivative lawsuits related to the October 2025 breach.
Effective tax rate fell to 8.0% in Q3 FY2026 from 10.8% a year ago, primarily due to a change in unrecognized tax benefits, boosting net income.
Systems revenue grew 32.4% YoY to $239.5M on customer demand, reversing the software-led mix of the prior year and lifting product gross margin trends.
Deferred revenue grew to $2.2B from $2.0B, reflecting strong systems shipments and subscription growth, supporting future revenue visibility.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$865.1M

Net Income

Q2 2026

$208.2M

Free Cash Flow

Q2 2026

$280.6M

Operating Margin

Q2 2026

24.6%

ROIC

Q2 2026

22.1%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+9.7% YoY

$3.09BFY 2025

FY22 $2.70BFY23 $2.81BFY24 $2.82BFY25 $3.09B

Net Income

+22.2% YoY

$692.4MFY 2025

FY22 $322.2MFY23 $394.9MFY24 $566.8MFY25 $692.4M

Operating Income

+16.3% YoY

$765.9MFY 2025

FY22 $403.8MFY23 $472.6MFY24 $658.6MFY25 $765.9M

EPS (Diluted)

+23.6% YoY

$11.80FY 2025

FY22 $5.27FY23 $6.55FY24 $9.55FY25 $11.80

Total Assets

+12.6% YoY

$6.32BFY 2025

FY22 $5.28BFY23 $5.25BFY24 $5.61BFY25 $6.32B

Total Debt

—FY 2025

FY22 $349.8MFY23 $0.00FY24 —FY25 —

Op. Cash Flow

+19.8% YoY

$949.7MFY 2025

FY22 $442.6MFY23 $653.4MFY24 $792.4MFY25 $949.7M

Free Cash Flow

+18.9% YoY

$906.4MFY 2025

FY22 $409.0MFY23 $599.2MFY24 $762.0MFY25 $906.4M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$3.09B +9.7%	$2.82B +0.1%	$2.81B +4.4%	$2.70B +3.6%	$2.60B +10.7%	$2.35B
Net Income	$692.4M +22.2%	$566.8M +43.5%	$394.9M +22.6%	$322.2M -2.7%	$331.2M +7.7%	$307.4M
Operating Income	$765.9M +16.3%	$658.6M +39.4%	$472.6M +17.0%	$403.8M +2.5%	$394.0M +0.4%	$392.3M
EPS (Diluted)	$11.80 +23.6%	$9.55 +45.8%	$6.55 +24.3%	$5.27 -1.3%	$5.34 +6.6%	$5.01
Total Assets	$6.32B +12.6%	$5.61B +6.9%	$5.25B -0.5%	$5.28B +5.6%	$5.00B +6.8%	$4.68B
Total Debt	—	—	$0.00 -100.0%	$349.8M -5.2%	$369.0M -5.0%	$388.3M
Operating Cash Flow	$949.7M +19.8%	$792.4M +21.3%	$653.4M +47.6%	$442.6M -31.4%	$645.2M -2.4%	$660.9M
Free Cash Flow	$906.4M +18.9%	$762.0M +27.2%	$599.2M +46.5%	$409.0M -33.4%	$614.5M +2.3%	$601.0M

Get alerted when FFIV's score changes

Free account: watchlist tracking, the daily AI brief, and the AI screener.

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Available Research

13F Pro tracks comprehensive data for F5, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of FFIV

BlackRock, Inc.
$2.6B6,278,577 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.5B3,687,295 sh
STATE STREET CORP
$1.3B3,098,509 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.2B2,808,030 sh
Jericho Capital Asset Management L.P.
$881.3M2,118,749 sh
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
$857.5M2,061,574 sh
GEODE CAPITAL MANAGEMENT, LLC
$740.8M1,779,100 sh
FIRST TRUST ADVISORS LP
$640.7M1,540,207 sh
Invesco Ltd.
$576.1M1,385,078 sh
AQR CAPITAL MANAGEMENT LLC
$385.0M925,632 sh

Fund	Value	Shares
BlackRock, Inc.	$2.6B	6,278,577
VANGUARD CAPITAL MANAGEMENT LLC	$1.5B	3,687,295
STATE STREET CORP	$1.3B	3,098,509
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.2B	2,808,030
Jericho Capital Asset Management L.P.	$881.3M	2,118,749
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$857.5M	2,061,574
GEODE CAPITAL MANAGEMENT, LLC	$740.8M	1,779,100
FIRST TRUST ADVISORS LP	$640.7M	1,540,207
Invesco Ltd.	$576.1M	1,385,078
AQR CAPITAL MANAGEMENT LLC	$385.0M	925,632

Companies Similar to FFIV

Ranked by quality-profile closeness and shared hedge-fund ownership — not just sector membership.

NTAP

NetApp, Inc.

AI score

Very similar · 43 shared holders

LYRICAL ASSET MANAGEMENT LP Robeco Institutional Asset Management B.V.Boston Trust Walden Corp

KEYS

Keysight Technologies, Inc.

AI score

Very similar · 35 shared holders

Robeco Institutional Asset Management B.V.Swedbank AB CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

VRSN

VERISIGN INC/CA

AI score

Very similar · 30 shared holders

Robeco Institutional Asset Management B.V.CAISSE DE DEPOT ET PLACEMENT DU QUEBEC FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND

GEN

Gen Digital Inc.

AI score

Very similar · 43 shared holders

LYRICAL ASSET MANAGEMENT LP Robeco Institutional Asset Management B.V.PFA Pension, Forsikringsaktieselskab

ADSK

Autodesk, Inc.

AI score

Very similar · 36 shared holders

Robeco Institutional Asset Management B.V.PFA Pension, Forsikringsaktieselskab Railway Pension Investments Ltd

FTNT

Fortinet, Inc.

AI score

Very similar · 37 shared holders

Robeco Institutional Asset Management B.V.Swedbank AB CAISSE DE DEPOT ET PLACEMENT DU QUEBEC

CRUS

CIRRUS LOGIC, INC.

AI score

Very similar · 20 shared holders

Robeco Institutional Asset Management B.V.CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Boston Partners

VRSK

Verisk Analytics, Inc.

AI score

Very similar · 20 shared holders

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Junto Capital Management LP Swedbank AB

Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.

More Technology Companies

View all Technology →

AGILENT TECHNOLOGIES, INC.

AAOI

APPLIED OPTOELECTRONICS, INC.

AAPL

Apple Inc.

ABNB

Airbnb, Inc.

ACCL

Acco Group Holdings Ltd

ACCS

ACCESS Newswire Inc.

ACFN

ACORN ENERGY, INC.

ACIW

ACI WORLDWIDE, INC.

Put FFIV on your watchlist

Track score changes the day F5, INC. files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.

View Pricing

Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).

Passwordless sign-in · Payments by Stripe · Auth by Clerk

Popular Research

AAPL

Apple

MSFT

Microsoft

NVDA

NVIDIA

GOOG

Alphabet

AMZN

Amazon

Is FFIV a good stock to buy?

13F Pro's AI-powered analysis of F5, INC. (FFIV) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for FFIV are available on the FFIV stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. FFIV is classified as a large company.

Which hedge funds own FFIV?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling FFIV. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of F5, INC.'s investment landscape.