Mercury Systems, Inc. (NASDAQ:MRCY) Q3 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Mercury Systems, Inc. Third Quarter Fiscal 2026 conference call. Today's call is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | JANA Partners Barry Rosenstein | 4,107,424 | $299,472,284 | -18% | 18.65% |
| 2. | Fisher Asset Management Ken Fisher | 980,367 | $71,478,621 | +14% | 0.02% |
| 3. | BAMCO Inc. Ron Baron | 645,066 | $47,031,762 | -23% | 0.14% |
| 4. | Driehaus Capital Richard Driehaus | 294,628 | $21,481,327 | -4% | 0.16% |
| 5. | Citadel Investment Group Ken Griffin | 292,866 | $21,352,860 | +181% | 0% |
| 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 | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $89.36 | 7,000 | $625,527.00 | 52,448 | 2026-05-12 | Filing | |
| $92.46 | 2,000 | $184,920.00 | 32,238 | 2026-05-11 | Filing | |
| $84.87 | 3,625 | $307,660.64 | 157,701 | 2026-04-16 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,920,325 | $650,380,862 | 0.01% | |
| 2. | 3,865,719 | $281,849,572 | 0.01% | |
| 3. | 2,910,904 | $212,234,011 | 0.01% | |
| 4. | 2,441,578 | $178,015,453 | 0.03% | |
| 5. | 2,403,818 | $175,262,370 | 0% |