CS

CSCO CISCO SYSTEMS INC

2026Q2 · CUSIP 17275R102 · Networking · Sector: Technology

Piling in

Net holder growth ranks near the top of the market

Funds that own it
4,067
Institutions that reported holding it to the SEC
Net increase in holders
+343
Last quarter 3,724 → now 4,067
How unusual is that
Top 1% in the market
Stronger buying than 99.6% of US stocks
What the filings say, in one paragraph

4,067 funds held CSCO at the end of 2026Q2, up 343 from the quarter before. That is stronger buying than 99.6% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $63.3B(YoY +11.8%), the P/E is 33.1x, return on equity is 26.4%. CSCO has had 34 buying rushes in its history, and the price moved +6.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Technology sector, tagged Networking.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=1408 2013Q4: holders=1436 2014Q1: holders=1434 2014Q2: holders=1468 2014Q3: holders=1462 2014Q4: holders=1564 2015Q1: holders=1594 2015Q2: holders=1594 2015Q3: holders=1567 2015Q4: holders=1647 2016Q1: holders=1665 2016Q2: holders=1692 2016Q3: holders=1740 2016Q4: holders=1790 2017Q1: holders=1847 2017Q2: holders=1818 2017Q3: holders=1794 2017Q4: holders=2021 2018Q1: holders=2100 2018Q2: holders=2091 2018Q3: holders=2128 2018Q4: holders=2255 2019Q1: holders=2297 2019Q2: holders=2340 2019Q3: holders=2291 2019Q4: holders=2460 2020Q1: holders=2358 2020Q2: holders=2438 2020Q3: holders=2366 2020Q4: holders=2538 2021Q1: holders=2604 2021Q2: holders=2623 2021Q3: holders=2652 2021Q4: holders=2956 2022Q1: holders=2931 2022Q2: holders=2787 2022Q3: holders=2744 2022Q4: holders=2923 2023Q1: holders=2967 2023Q2: holders=2970 2023Q3: holders=3031 2023Q4: holders=3148 2024Q1: holders=3073 2024Q2: holders=3016 2024Q3: holders=3037 2024Q4: holders=3323 2025Q1: holders=3342 2025Q2: holders=3405 2025Q3: holders=3416 2025Q4: holders=3699 2026Q1: holders=3724 2026Q2: holders=4067 -343 -171.5 +0 +171.5 +343 126727694271 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 34 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 1% in the market — —
2026Q1 Top 20% -5.8% —
2025Q4 Top 1% in the market +46.3% +40.8%
2025Q2 Top 5% +17.2% +18.1%
2025Q1 Top 20% +5.1% +23.2%
2024Q4 Top 1% in the market -1.3% +4.5%
2024Q3 Top 20% +12.4% +12.1%
2023Q4 Top 5% +0.3% +4.9%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
407
Change in large funds
+57
Total value they hold
$396.2B
Funds buying for the first time
502
Funds that sold out entirely
159
Price change that quarter
-4.7%
Funds holding puts (bearish)
60
Funds holding calls (bullish)
65

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

Fundamentals

PE (TTM)
33.1
EPS (TTM)
$3.33
EPS YoY
+30.6%
Revenue (TTM)
$63.3B
Revenue YoY
+11.8%
Net margin
20.9%
ROE
26.4%
Debt ratio
61.2%
FCF (TTM)
$12.8B
Dividend (TTM)
$1.66
Quarterly Revenue & EPS
2021-10-30: EPS 0.70 2022-01-29: EPS 0.71 2022-04-30: EPS 0.73 2022-07-30: EPS 0.68 2022-10-29: EPS 0.65 2023-01-28: EPS 0.67 2023-04-29: EPS 0.78 2023-07-29: EPS 0.97 2023-10-28: EPS 0.89 2024-01-27: EPS 0.65 2024-04-27: EPS 0.46 2024-07-27: EPS 0.54 2024-10-26: EPS 0.68 2025-01-25: EPS 0.61 2025-04-26: EPS 0.62 2025-07-26: EPS 0.64 2025-10-25: EPS 0.72 2026-01-24: EPS 0.80 2026-04-25: EPS 0.85 2026-07-25: EPS 0.96 0B 8.6B 17.3B $B 0.00 0.53 1.07 2016201720182019202020212022202320242025202607/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 19 12 27 42 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K2.9B5.7B 20162017201820192020202120222023202420252026
Latest quarter $3.3B (2026-04-25)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-07-25 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.