FFIVF5 Networks Inc.

CUSIP: 315616102

Guru Owners

$3.8M

Total Value Held

14,972

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Jensen Investment Management	Jensen Investment Management	14100	$3.6M	0.06%	$255.26	Q4 2025
Ray Dalio	Bridgewater Associates	872	$223K	0.00%	$255.26	Q4 2025

Jensen Investment Management

$3.6M

0.06%

Ray Dalio

$223K

0.00%

📊 Fundamentals

Market Cap$18.1B

P/E Ratio26.4x

Above market avg

Forward P/E19.0x

P/FCF26.6x

EPS (TTM)$12.09

Revenue (TTM)$3.1B

Profit Margin22.45%

Beta0.93

52-Week Range

$223.76

$346.00

Current: $319.17

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 26.4x trailing earnings → 19.0x forward · 22.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '252 owners · $3.8M

REDUCEDJensen Investment Management$3.6M

INCREASEDRay Dalio$223K

Q3 '252 owners · $19.8M

INCREASEDRay Dalio$15.1M

REDUCEDJensen Investment Management$4.7M

Q2 '252 owners · $11.2M

REDUCEDRay Dalio$6.8M

SOLDLee Ainslie

Q1 '253 owners · $13.2M

REDUCEDRay Dalio$8.6M

NEWJensen Investment Management$4.0M

INCREASEDLee Ainslie$567K

Q4 '242 owners · $4.5M

REDUCEDLee Ainslie$2.7M

REDUCEDRay Dalio$1.7M

Q3 '242 owners · $18.3M

INCREASEDRay Dalio$15.3M

NEWLee Ainslie$3.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

3%analyst est. 3.3%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

21.7%current: 21.7%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

FFIV: Held by 2 superinvestors · 1 congress member trade

SELLJulie JohnsonD

$1,001 - $15,0002025-10-22