Lanark Financial 13F: Adds $1.1M to F5 (FFIV) Stake

On October 26, 2026, Lanark Financial boosted its stake in F5, Inc. (FFIV) by 2,570 shares. This brings its total ownership to 6,861 shares, valued at approximately $3.05 million, according to the fund's latest Form 13F filing with the SEC.

The increase in shares represents a 59.9% change in Lanark Financial's position. The filing covers the quarter ending September 30, 2026, and reflects the fund's ongoing confidence in F5's growth potential.

FFIV F5, Inc.

$463.05 ▲ +80.43% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where F5, Inc. Fits in Lanark Financial's Portfolio

F5, Inc. now accounts for 1.12% of Lanark Financial's total reported value of about $273.29 million, ranking it 21 out of 2,480 positions held by the fund. The estimated gain on the current position suggests that Lanark has benefited from the stock's performance since acquiring the additional shares.

Other Institutional Activity in F5, Inc.

Fideuram - Intesa Sanpaolo Private Banking S.P.A. grew its holdings by 17,300 shares, ending with 17,300 shares worth about $7.70 million. Livforsakringsbolaget Skandia, Omsesidigt added 5,680 shares, bringing its total to 43,967 shares valued at approximately $19.57 million.

F5, Inc. Stock Up 1.4%

As of October 27, 2026, F5, Inc. shares recently traded around $461.59, which is about equal to the closing price of $461.60 on the filing date. The stock is currently above its 50-day moving average by 7.6% and above its 200-day moving average by 27.9%. However, it remains below its 52-week high of $483.30.

Recent Earnings

F5, Inc. reported trailing twelve-month revenue of approximately $3.31 billion, with a net margin of 22.0% and a return on equity of 19.8%. The next earnings report is scheduled for October 27, 2026.

Insider Buying and Selling at F5, Inc.

Several insiders sold shares earlier this year. On August 5, 2026, Officer Thomas Dean Fountain sold 1,208 shares at an average price of $414.63, totaling about $500,873. CEO Francois Locoh Donou sold 3,782 shares on the same day, valued at approximately $1.56 million. Additionally, Officer John Anthony Maddison sold 204 shares on September 14, 2026, for about $82,873.

Analysts Set New Price Targets

On July 28, 2026, Morgan Stanley maintained an Equal-Weight rating with a target of $415. Piper Sandler reiterated an Overweight rating with a target of $461. JP Morgan also maintained an Overweight rating with a target of $515. The consensus from analysts shows a mean price target of $437.80, with ten opinions suggesting a hold recommendation.

About F5, Inc.

F5, Inc. provides multicloud application security and delivery solutions. The company helps customers deploy, secure, and operate applications across various environments, from on-premises to the public cloud. This recent increase in Lanark Financial's stake reflects ongoing interest in F5's growth within the technology sector.

Bottom Line

Investors should keep an eye on F5, Inc. as it approaches its earnings report on October 27, 2026. The company's performance in the upcoming report may influence further institutional decisions and share price movements.