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What smart money is saying about Cisco SystemsUnited States flag

CSCO

No fund has written a full thesis on Cisco Systems in our archive, but 3 fund letters report a position in it — most recently ClearBridge Investments Appreciation Strategy in June 2026.

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3
Reported positions
2
Bought
0
Sold
7
Letters

Position history

Every position in Cisco Systems on record in the archive was reported in Q2 2026, across 3 fund letters — 2 opened or added to the position.

Fund letters reporting a position in Cisco Systems, by quarter
QuarterLettersBoughtSoldTheses
Q2 20263200

Fund activity · 3 positions · 2 moves

  • New positionClearBridge Investments Appreciation Strategy
    June 2026
    “During the quarter, we initiated new positions in SpaceX in communication services, Micron Technology, Cisco Systems, Advanced Micro Devices and Texas Instruments in IT and Diamondback Energy in energy.”
    Read the letterCisco Systems
  • New positionFindlay Park American Fund
    June 2026
    “Another is Cisco – a former holding in the Fund - combines refreshed networking products, recurring revenues, proprietary Silicon One architecture and exposure to AI data-centre and campus networking demand.”
    Read the letterCisco Systems
  • HoldsGuinness Global Equity Income Fund
    June 2026
    “Cisco Systems (+31.6% USD) was the Fund's strongest performer in May, driven by a sharp re-rating following its Q3 FY2026 results.”
    Read the letterCisco Systems

Also mentioned · 4

These funds discuss Cisco Systems — as a competitor, benchmark or comparable — without disclosing a position in it.

  • MentionedHotchkis & Wiley Large Cap Disciplined Value
    June 2026
    “Select stocks today trade at multiples exceeding those of Cisco at the peak of the dot-com bubble—the quintessential example of overly exuberant valuations.”
    Read the letterCisco Systems
  • MentionedHotchkis & Wiley Global Value Strategy
    June 2026
    “Select stocks today trade at multiples exceeding those of Cisco at the peak of the dot-com bubble—the quintessential example of overly exuberant valuations.”
    Read the letterCisco Systems
  • MentionedHotchkis & Wiley Large Cap Fundamental Value
    June 2026
    “Select stocks today trade at multiples exceeding those of Cisco at the peak of the dot-com bubble—the quintessential example of overly exuberant valuations.”
    Read the letterCisco Systems
  • MentionedEmerald Wealth Partners AG
    May 2026
    “The positive impact of AI starts to be increasingly felt outside the early beneficiaries of AI and a broader set of companies start to show rising sales from AI (e.g., Fortinet, Cisco)”
    Read the letterCisco Systems

Read the letters behind these Cisco Systems positions

Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.

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