
What smart money is saying about F5, Inc.
1 fund in our archive has pitched F5, Inc. — most recently TAMIM Fund Global High Conviction in June 2025.
F5, Inc. provides multi-cloud application security and delivery solutions for the security, performance, and availability of network applications, servers, and storage systems. The company's multi-cloud application security and delivery solutions enable its customers to develop, deploy, operate, secure, and govern applications in any architecture, from on-premises to the public cloud. It offers application security and delivery products, including BIG-IP appliances and VIPRION chassis and related software modules and software-only Virtual Editions; Local Traffic Manager and DNS Services; Advanced Firewall Manager and Policy Enforcement Manager that leverage the unique performance characteristics of its hardware and software architecture; Application Security Manager and Access Policy Manager; NGINX Plus and NGINX Controller; Shape Defense and Enterprise Defense; Secure Web Gateway, and Silverline DDoS and Application security offerings; and online fraud and abuse prevention solutions. The company also provides a range of professional services, including consulting, training, installation, maintenance, and other technical support services. F5, Inc. sells its products to large enterprise businesses, public sector institutions, governments, and service providers through distributors, value-added resellers, managed service providers, and systems integrators in the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. It has partnerships with public cloud providers, such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform. The company was formerly known as F5 Networks, Inc. and changed its name to F5, Inc. in November 2021. F5, Inc. was incorporated in 1996 and is headquartered in Seattle, Washington.
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Position history
Between Q2 2025 and Q2 2026, 5 fund letters reported a position in F5, Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 5 | 0 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 5 positions
- June 2026
“Humana Inc. (HUM) is one of the largest pure Medicare Advantage (MA) health insurers in the United States. Performance over the quarter was strong following news that the US agreed to increase 2027 payments for private MA plans above its initial proposal earlier in the year. The company’s stock has been undervalued due to higher utilization by enrollees and uncertainty regarding reimbursement rates. We view these issues as temporary because the company reprices its business every year, which could lead to a recovery in margins. F5 Inc. (FFIV) sells application networking and security software as well as data center appliances.”
F5, Inc. - June 2026
“F5 Inc. (FFIV) sells application networking and security software as well as data center appliances. The company posted good quarterly results and raised both its revenue and EPS guidance.”
F5, Inc. - June 2026
“F5 Inc. (FFIV) sells application networking and security software as well as data center appliances.”
F5, Inc. - June 2026
“F5 Inc. (FFIV) sells application networking and security software as well as data center appliances.”
F5, Inc. - June 2026
Listed in Jensen Quality Mid Cap Composite’s reported holdings.
F5, Inc.
Fund coverage · 1 thesis
- TAMIM Fund Global High ConvictionJune 2025
F5, Inc. is an attractive defensive technology investment with strong multicloud partnerships, robust financials, and a critical role in global cloud infrastructure.
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