Mercury Systems, Inc. (NASDAQ:MRCY) Q2 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Mercury Systems Second Quarter Fiscal 2026 Conference Call. Today's call is being recorded.
Mercury Systems Inc (MRCY)
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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. | JANA Partners Barry Rosenstein | 4,959,481 | $362,091,708 | -17% | 18.84% |
| 2. | Fisher Asset Management Ken Fisher | 860,383 | $62,816,561 | -2% | 0.02% |
| 3. | BAMCO Inc. Ron Baron | 835,823 | $61,023,437 | -36% | 0.17% |
| 4. | Driehaus Capital Richard Driehaus | 304,726 | $22,248,045 | +38% | 0.15% |
| 5. | Royce & Associates Chuck Royce | 197,079 | $14,388,738 | -6% | 0.15% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.25 | 13,600 | $506,600.00 | 6,944,633 | 2024-08-27 | Filing | |
| $29.63 | 75,000 | $2,222,250.00 | 6,931,033 | 2024-02-28 | Filing | |
| $29.21 | 284,295 | $8,304,256.95 | 6,856,033 | 2024-02-27 | Filing | |
| $28.53 | 18,618 | $531,171.54 | 6,571,738 | 2024-02-26 | Filing | |
| $29.30 | 3,413 | $100,000.08 | 7,066 | 2024-02-12 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $89.68 | 100,899 | $9,048,622.32 | 4,114,618 | 2026-03-04 | Filing | |
| $90.12 | 168,648 | $15,198,557.76 | 4,215,517 | 2026-03-03 | Filing | |
| $94.05 | 182,510 | $17,165,065.50 | 4,384,165 | 2026-03-02 | Filing | |
| $88.98 | 4,832 | $429,959.57 | 27,272 | 2026-02-25 | Filing | |
| $83.56 | 2,287 | $191,091.20 | 68,010 | 2026-02-17 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,611,638 | $628,735,659 | 0.01% | |
| 2. | 5,632,049 | $411,195,897 | 0.01% | |
| 3. | 3,423,600 | $249,957,036 | 0.01% | |
| 4. | 2,174,807 | $158,782,659 | 2.67% | |
| 5. | 1,910,742 | $139,503,273 | 0.02% |
News See All
Mercury Systems, Inc. (MRCY): A Bull Case Theory
We came across a bullish thesis on Mercury Systems, Inc. on Value investing subreddit by Natural_West7949. In this article, we will summarize the bulls’ thesis on MRCY.
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Mercury Systems, Inc. (NASDAQ:MRCY) Q1 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Mercury Systems First Quarter Fiscal 2026 Conference Call. Today's call is being recorded.
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Mercury Systems, Inc. (NASDAQ:MRCY) Q4 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Mercury Systems Fourth Quarter Fiscal 2025 Conference Call. Today's call is being recorded.
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Mercury Systems, Inc. (NASDAQ:MRCY) Q3 2025 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Mercury Systems Third Quarter Fiscal 2025 Conference Call. Today's call is being recorded.
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