News Summary
PositiveF5 delivered a strong Q3 FY2026 earnings beat ($4.73 EPS vs. $4.08 consensus) with 11% YoY revenue growth and raised full-year guidance to 9-10% growth, driven by 19% product revenue growth across hybrid multi-cloud and security. The company is executing aggressively on AI security with the SurePath AI acquisition and new AI Security Platform, supported by strategic partnerships (Equinix) and upgraded analyst sentiment (Evercore ISI upgraded to Outperform with $475 PT).
Funds Buying (3)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | % of Fund | QoQ | Status |
|---|---|---|---|---|---|---|---|
| Point72 | Steve Cohen | 242K | +242K | $101M | 0.2% | — | NEW |
| Duquesne Family Office | Stanley Druckenmiller | 22K | +22K | $9M | 0.2% | — | NEW |
| Maverick Capital | Lee Ainslie | 2K | +2K | $1M | <0.1% | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter. % of Fund is the position's share of the fund's reported equity portfolio — it drives the size weighting in the conviction score.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed | Src |
|---|---|---|---|---|---|---|---|
| FOUNTAIN THOMAS DEAN | EVP Global Services & Strategy | SELL | 1K | $414.63 | $0.50M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 200 | $409.68 | $0.08M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 1K | $410.94 | $0.45M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 642 | $411.82 | $0.26M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 996 | $412.90 | $0.41M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 320 | $414.10 | $0.13M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 284 | $415.03 | $0.12M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 200 | $415.97 | $0.08M | 2026-08-05 | ↗ |
| Locoh-Donou Francois | President, CEO & Director | SELL | 40 | $416.83 | $0.02M | 2026-08-05 | ↗ |
| WHALEN CHAD MICHAEL | EVP, Worldwide Sales | SELL | 703 | $404.86 | $0.28M | 2026-08-03 | ↗ |
| Werner Edward Cooper | Chief Financial Officer | SELL | 599 | $405.92 | $0.24M | 2026-08-03 | ↗ |
| OKEKE ANGELIQUE M | EVP, General Counsel | SELL | 515 | $404.49 | $0.21M | 2026-08-03 | ↗ |
| Maddison John Anthony | Chief Product Mkting Officer | SELL | 1K | $405.85 | $0.41M | 2026-08-03 | ↗ |
| ANAND KUNAL | Chief Technology Officer | SELL | 392 | $404.63 | $0.16M | 2026-08-03 | ↗ |
| MEHTA NIKHIL RAMESH | — | SELL | 943 | $387.07 | $0.37M | 2026-07-30 | ↗ |
| MEHTA NIKHIL RAMESH | — | SELL | 717 | $388.10 | $0.28M | 2026-07-30 | ↗ |
| MEHTA NIKHIL RAMESH | — | SELL | 692 | $388.68 | $0.27M | 2026-07-30 | ↗ |
| MEHTA NIKHIL RAMESH | — | SELL | 992 | $390.07 | $0.39M | 2026-07-30 | ↗ |
| MEHTA NIKHIL RAMESH | — | SELL | 458 | $390.93 | $0.18M | 2026-07-30 | ↗ |
| MEHTA NIKHIL RAMESH | — | SELL | 198 | $391.72 | $0.08M | 2026-07-30 | ↗ |
Beneficial Ownership (13D/13G)
| Filer | Form | Shares | % of Class | Filed | Src |
|---|---|---|---|---|---|
| Hotchkis and Wiley Capital Management, LLC | SC 13G/A | 2.1M | 3.6% | 2026-08-12 | ↗ |
| Vanguard Portfolio Management | SC 13G/A | 2.8M | 5.0% | 2026-07-31 | ↗ |
| Hotchkis and Wiley Capital Management, LLC | SC 13G/A | 4.6M | 8.1% | 2026-05-15 | ↗ |
| First Trust Portfolios L.P. | SC 13G/A | 1.7M | 2.9% | 2026-04-30 | ↗ |
| Vanguard Capital Management | SC 13G | 4.2M | 7.5% | 2026-04-29 | ↗ |
| Vanguard Portfolio Management | SC 13G | 3.0M | 5.3% | 2026-04-29 | ↗ |
SC 13D = active intent to influence control (10-day filing deadline after crossing 5%). SC 13G = passive accumulation, no intent to influence control.
Congressional Trading
| Member | Chamber | State | Type | Amount Range | Transaction Date | Filed | Src |
|---|---|---|---|---|---|---|---|
| Alan Armstrong | senate | — | BUY | $1,001 - $15,000 | 2026-03-27 | 2026-07-21 | ↗ |
Periodic Transaction Reports filed under the STOCK Act. Amounts are disclosed as ranges, not exact dollar figures.