Cisco Systems (CSCO) Rallies After Beat-and-Raise Quarter Driven by Networking and AI Momentum
The London Company, an investment management company, released its “Income Equity Strategy” fourth-quarter 2025 investor letter.
Cisco Systems Inc. (CSCO)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 22,585,330 | $1,739,747,970 | +23% | 1.02% |
| 2. | 8,545,300 | $658,244,459 | +60% | 0.1% | |
| 3. | 5,906,900 | $455,008,507 | +31% | 0.07% | |
| 4. | AQR Capital Management Cliff Asness | 5,399,734 | $415,941,533 | -5% | 0.22% |
| 5. | Citadel Investment Group Ken Griffin | 5,164,855 | $397,848,780 | +320% | 0.06% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $55.74 | 10,000 | $557,404.00 | 10,000 | 2019-06-07 | Filing | |
| $33.92 | 1,464 | $49,651.56 | 66,562 | 2017-02-22 | Filing | |
| $33.93 | 1,563 | $53,027.28 | 5,263 | 2017-02-22 | Filing | |
| $16.31 | 3,700 | $60,340.71 | 13,700 | 2011-05-26 | Filing | |
| $22.74 | 43 | $977.80 | 729 | 2009-09-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $77.07 | 1,744 | $134,410.08 | 156,693 | 2026-03-12 | Filing | |
| $77.54 | 551 | $42,724.54 | 27,957 | 2026-03-11 | Filing | |
| $77.74 | 2,179 | $169,395.46 | 28,807 | 2026-02-24 | Filing | |
| $79.05 | 1,800 | $142,281.00 | 160,153 | 2026-02-19 | Filing | |
| $78.50 | 8,433 | $661,987.13 | 161,953 | 2026-02-19 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 398,943,293 | $30,730,601,860 | 0.45% | |
| 2. | 378,336,071 | $29,143,227,618 | 0.49% | |
| 3. | 195,521,161 | $15,060,995,032 | 0.51% | |
| 4. | 99,624,866 | $7,655,278,357 | 0.47% | |
| 5. | 75,326,258 | $5,802,381,914 | 0.35% |
News See All
Cisco Systems (CSCO) Presents at Morgan Stanley's Conference, Here's What You Need to Know
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Cisco Systems, Inc. (NASDAQ:CSCO) Q2 2026 Earnings Call Transcript
Operator: Welcome to Cisco's Second Quarter Fiscal Year 2026 Financial Results Conference Call. At the request of Cisco, today's conference is being recorded.
Silicon One G300 Announcement Drives Sentiment for Cisco Systems (CSCO)
“The Cisco Silicon One G300 will power new Cisco N9000 and Cisco 8000 systems that push the frontier of AI networking in the data center.
Cisco Systems, Inc. (CSCO) Unveils Silicon One G300 Chip to Target $600B AI Infrastructure Opportunity
On February 10, Cisco Systems, Inc. (NASDAQ:CSCO) introduced a new chip and router built to accelerate data movement inside large data centers.
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