KEYS

Keysight Technologies IN

6 super-investor ownerscombined $505Mlargest position 4.4%

1 NEW1 TRIM

6 of the 83 super-investors we track hold KEYS, worth a combined $505M per their latest 13F filings. The largest position: Daniel Loeb at 4.4% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Conviction score: 34 of 100 (how strongly the cohort backs it) — ranked #252 of 742 stocks. The stock is up 9.4x since a tracked investor first held it at conviction size (Q4 2014 or earlier). Conviction rising: 2 more super-investors hold it than in 2026Q1.

Held through it: Francois Rochon (29q straight), John Rogers (38q straight), Robert Olstein (27q straight) and 3 more. All multibaggers the cohort held →

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Why super-investors own KEYS

KEYS is held by 6 super-investors in our cohort, with a combined position value of $505M. The highest-conviction owner is Daniel Loeb at 4.4% of their portfolio. Cohort ownership has grown from 4 to 6 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 6

Peak: 6

Owners (6) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Daniel Loeb	4.4%	— 1q	$205M	585,000
2	Joel Greenblatt	0.1%	38q	$195M	555,953
3	John Rogers	0.5%	39q	$51M	145,711
4	Francois Rochon	1.7%	30q	$50M	143,072
5	Jensen Investment Management	0.1%	13q	$3M	9,127
6	Lee Ainslie	<0.1%	8q	$801K	2,288