Investigate / reported ownership
CSCO
Cisco Systems Inc
9 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning CSCO?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 39q | $341M | 2,902,170 |
| 2 | AKO Capital | 5.4% | 3q | $232M | 1,971,628 |
| 3 | Richard Pzena | 0.4% | 40q | $151M | 1,281,329 |
| 4 | Thomas Gayner | 0.3% | 40q | $42M | 355,500 |
| 5 | Dodge & Cox Funds | <0.1% | 40q | $10M | 88,409 |
Go beyond ownership.
Cisco designs and sells hardware, software and AI-powered digital infrastructure to connect networks, help secure them and draw insights across networking, security, collaboration and observability.
Question to investigate: Can demand for AI infrastructure from hyperscalers broaden and persist enough to offset concentration, memory-cost and mix pressures?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
- Joel Greenblatt · 2026Q2 · filed 2026-09-02 ↗
- AKO Capital · 2026Q2 · filed 2026-08-12 ↗
- Richard Pzena · 2026Q2 · filed 2026-08-07 ↗
- Thomas Gayner · 2026Q2 · filed 2026-07-31 ↗
- Dodge & Cox Funds · 2026Q2 · filed 2026-08-13 ↗
- Robert Olstein · 2026Q1 · filed 2026-04-21 ↗
- Tweedy Browne · 2026Q2 · filed 2026-08-07 ↗
- Mairs & Power Funds · 2026Q2 · filed 2026-08-14 ↗
- Lee Ainslie · 2026Q2 · filed 2026-08-14 ↗
A material reported change · Q3 2024
Bill Nygren reported no remaining CSCO position.
Holdings as of Sep 30, 2024 · filed Nov 14, 2024. Previously 0.8% of the reported portfolio. The filing does not reveal the trade date, price, or reason.
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | TRIM | 5.4% | -35% | $232M | Aug 12, 2026 |
Explore earlier changes and contrasting evidence
Selected historical records. Retrospective outcomes do not establish predictive skill.
Compare the reported increases and reductions →Q3 2024
filed Nov 14, 2024
45d lag
+8.6% vs SPY
63 sessions after disclosure
direction not supported so far
Q3 2024
filed Nov 14, 2024
45d lag
+8.6% vs SPY
63 sessions after disclosure
direction supported so far
Q3 2024
filed Nov 8, 2024
39d lag
+6.3% vs SPY
63 sessions after disclosure
direction supported so far
Keep your next step small.
Save the company and inspect its evidence. Recording a private view is optional and requires a separate, explicit save.
Record my own view →Optional email follow
Latticework Follow
Follow CSCO
Email me only when a reviewed weekly edition contains a material new decision about CSCO: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.
Confirm by email. Manage or stop follows in one click. See our privacy notice.
Long US 13F disclosures omit shorts and can be amended. CUSIP 17275R102. No current price, valuation or manager motive is inferred.