13F-HR: Cisco Discloses Q3 2025 Investment Holdings

Cisco Systems, Inc. disclosed its Q3 2025 investment portfolio, totaling over $403 million, including significant stakes in iShares ETFs and CoreWeave Inc.

Summary

• Cisco Systems, Inc. filed its 13F Holdings Report for the calendar quarter ended September 30, 2025.
• The total market value of the reported holdings is $403,874,538.
• The portfolio includes 3 distinct holdings.
• Significant holdings include iShares TR Core S&P TTL STK valued at $218,110,875, representing 1,497,500 shares.
• Another notable holding is iShares TR Core S&P 500 ETF, valued at $40,158,000, comprising 60,000 shares.
• The company also holds CoreWeave Inc. COM CL A, valued at $145,605,663, corresponding to 1,063,980 shares.
• Cisco Systems International B.V. is listed as an included manager in this report.

Sentiment

Score: 5

Explanation: A 13F filing is a routine disclosure of investment holdings and does not inherently convey positive or negative sentiment about the reporting company's operational performance or future prospects. It provides transparency into investment activities.

Positives

• Provides transparency into Cisco Systems, Inc.'s institutional investment holdings as of September 30, 2025.

Negatives

• The filing includes a disclaimer stating that the SEC has not necessarily reviewed the information and has not determined if it is accurate and complete, advising readers not to assume accuracy and completeness.

Risks

• The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. Readers should not assume that the information is accurate and complete.

Future Outlook

NA

Industry Context

This filing provides a snapshot of Cisco's public equity and certain other holdings, reflecting its investment strategy, potentially for cash management or strategic investments. It does not directly relate to broader industry trends for Cisco's primary business (networking hardware/software) but rather its investment activities.

Comparison to Industry Standards

• Institutional investors, including large corporations like Cisco, commonly utilize exchange-traded funds (ETFs) such as iShares Core S&P Total Stock and iShares Core S&P 500 ETF for broad market exposure and efficient portfolio diversification.
• The inclusion of a significant stake in CoreWeave Inc., a private company, suggests a strategic or venture capital-like investment, which is also a common practice for large tech companies seeking exposure to emerging technologies or partnerships, though specific comparable companies or projects are not detailed within this filing.

Stakeholder Impact

• Shareholders gain transparency into a portion of the company's investment portfolio, which can inform their understanding of capital allocation and investment strategy.

Key Dates

Keywords

Cisco Systems, 13F filing, institutional holdings, investment portfolio, iShares, CoreWeave, equity investments, SEC disclosure, Q3 2025