How F5’s (FFIV) Application Delivery Rails Drive Multi-Year Growth
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Jericho Capital Asset Management Josh Resnick | 2,118,749 | $881,314,834 | -20% | 7.28% |
| 2. | AQR Capital Management Cliff Asness | 925,632 | $385,025,872 | +36% | 0.13% |
| 3. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 921,848 | $383,451,894 | -3% | 4.86% |
| 4. | Millennium Management Israel Englander | 370,682 | $154,188,885 | +240% | 0.06% |
| 5. | Quantinno Capital Hoon Kim | 316,709 | $131,738,666 | +31% | 0.16% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $136.52 | 8,060 | $1,100,333.47 | 10,581 | 2020-07-30 | Filing | |
| $122.30 | 100 | $12,229.50 | 658 | 2010-11-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $414.18 | 80 | $33,134.55 | 1,309 | 2026-09-14 | Filing | |
| $413.31 | 440 | $181,858.38 | 1,389 | 2026-09-14 | Filing | |
| $412.38 | 920 | $379,387.48 | 1,829 | 2026-09-14 | Filing | |
| $411.50 | 1,173 | $482,691.26 | 2,749 | 2026-09-14 | Filing | |
| $410.37 | 277 | $113,671.11 | 3,922 | 2026-09-14 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 158,674 | $70,638,491 | 0.07% | |
| 2. | 76,551 | $34,078,974 | 0.9% | |
| 3. | 65,844 | $29,312,431 | 0.15% | |
| 4. | 23,572 | $10,493,783 | 0.83% | |
| 5. | 23,745 | $9,220,606 | 0.01% |