13F-HR: Cisco Systems' Q1 2026 13F Holdings Revealed

Cisco Systems, Inc. disclosed its Q1 2026 13F holdings, revealing significant investments in iShares ETFs and Coreweave Inc.

Summary

• Cisco Systems, Inc. has filed its Form 13F for the quarter ended March 31, 2026.
• The filing reports a total of 3 holdings with a total value of $317,104,306.
• Key holdings include iShares Core S&P Total Stock Market ETF (464287150) valued at $195,485,175 and iShares Core S&P Total Stock Market ETF (464287200) valued at $39,192,600.
• Cisco also holds 1,063,980 shares of Coreweave Inc. Class A common stock, valued at $82,426,531.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting existing investment positions without new strategic announcements or significant shifts.

Positives

• Significant investment in iShares Core S&P Total Stock Market ETFs, indicating a broad market exposure strategy.
• Substantial investment in Coreweave Inc., a company in the growing cloud infrastructure and AI sector.

Risks

• Concentration risk in iShares ETFs could be affected by broad market downturns.
• The investment in Coreweave Inc. carries the typical risks associated with a single company investment, including market competition, technological obsolescence, and execution risk.

Future Outlook

This filing is a snapshot of holdings as of March 31, 2026, and does not contain forward-looking statements or guidance from Cisco Systems regarding its future investment strategy or financial performance.

Industry Context

StockSavvy.ai notes that Cisco's investment in Coreweave Inc. aligns with a broader trend of technology companies increasing their exposure to AI infrastructure and cloud computing providers, which are critical for future growth and innovation.

Stakeholder Impact

• Shareholders: The disclosed holdings provide transparency into Cisco's investment portfolio, which can influence investor perception of the company's asset allocation and strategic financial decisions.
• Coreweave Inc. Stakeholders: Cisco's significant investment may provide Coreweave with financial stability and strategic partnership opportunities, potentially impacting its growth trajectory and market position.

Key Dates

Keywords

13F, Cisco Systems, Holdings, Investment, iShares, ETF, Coreweave Inc., SEC Filing, Portfolio