Hotchkis & Wiley (FFIV) trims F5, Inc. ownership to 3.65% of common stock
Rhea-AI Filing Summary
Hotchkis and Wiley Capital Management, LLC reported its holdings of F5, Inc. common stock on an amended Schedule 13G. The firm disclosed beneficial ownership of 2,061,574 shares, representing 3.65% of the outstanding common stock.
Hotchkis and Wiley Capital Management, LLC reported sole voting power over 1,903,804 shares and sole dispositive power over 2,061,574 shares, with no shared voting or dispositive power. The filing notes that some of its clients retain voting power over certain shares, so the firm can dispose of more shares than it can vote. The filer confirms that it now owns 5 percent or less of this class of F5, Inc. stock.
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Key Figures
Beneficial ownership: 2,061,574 shares
Percent of class: 3.65%
Sole voting power: 1,903,804 shares
+3 more
6 metrics
Beneficial ownership
2,061,574 shares
Shares of F5, Inc. common stock beneficially owned by Hotchkis and Wiley Capital Management, LLC
Percent of class
3.65%
Percentage of F5, Inc. common stock class beneficially owned
Sole voting power
1,903,804 shares
Shares over which the filer has sole power to vote or direct the vote
Shared voting power
0 shares
Shares over which the filer has shared power to vote
Sole dispositive power
2,061,574 shares
Shares over which the filer has sole power to dispose or direct disposition
Shared dispositive power
0 shares
Shares over which the filer has shared power to dispose
Key Terms
beneficially owned, sole voting power, sole dispositive power, percent of class, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: 2,061,574"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole power to vote or to direct the vote: 1,903,804"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole power to dispose or to direct the disposition of: 2,061,574"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 3.65%"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G/A regulatory
"Hotchkis and Wiley Capital Management, LLC reported its holdings on an amended Schedule 13G/A"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.
FAQ
What stake in F5, Inc. (FFIV) does Hotchkis and Wiley Capital Management report?
Hotchkis and Wiley Capital Management, LLC reports beneficial ownership of 2,061,574 shares of F5, Inc. common stock, representing 3.65% of the class according to its Schedule 13G/A filing.
Does Hotchkis and Wiley Capital Management still own 5% or more of FFIV stock?
No. Hotchkis and Wiley Capital Management, LLC states that it holds 5 percent or less of F5, Inc.’s common stock, with a reported stake of 3.65% of the class.
Why does Hotchkis and Wiley have more dispositive power than voting power in FFIV?
The filing explains that some clients retain voting power over their F5, Inc. shares. As a result, Hotchkis and Wiley can dispose of more shares than it can vote on shareholder matters.
Who signed the amended Schedule 13G/A for FFIV on behalf of Hotchkis and Wiley?
The amended Schedule 13G/A for F5, Inc. was signed by Tina H. Kodama, Chief Compliance Officer of Hotchkis and Wiley Capital Management, LLC, on 08/12/2026.
AI-generated analysis. How Rhea-AI works. Not financial advice.