SCHEDULE: Hotchkis & Wiley Reports 3.65% Stake in F5, Inc.

Hotchkis and Wiley Capital Management, LLC has disclosed a beneficial ownership of 2,061,574 shares, representing 3.65% of F5, Inc.'s common stock as of June 30, 2026.

Summary

• Hotchkis and Wiley Capital Management, LLC (HWCM) has filed a Schedule 13G, indicating their beneficial ownership of F5, Inc. common stock.
• As of June 30, 2026, HWCM beneficially owns 2,061,574 shares of F5, Inc. common stock.
• This ownership stake represents 3.65% of the total class of securities.
• HWCM has sole voting power over 1,903,804 shares and sole dispositive power over 2,061,574 shares.
• The filing confirms that the securities were acquired and are held in the ordinary course of business and not for the purpose of influencing control of the issuer.

Sentiment

Score: 6

Explanation: StockSavvy.ai views this as a neutral to slightly positive filing, indicating a significant but not dominant ownership stake by a major investment firm, with no immediate red flags.

Positives

• Significant investment by a reputable investment management firm (Hotchkis and Wiley Capital Management, LLC).
• Ownership stake of 3.65% indicates a notable position in F5, Inc.
• Confirmation that the shares are held in the ordinary course of business, suggesting a standard investment strategy rather than a hostile takeover attempt.

Negatives

• No specific negative financial or operational information is presented in this filing, as it is a disclosure of ownership.

Risks

• While not explicitly stated as a risk in this filing, a significant ownership stake by an institutional investor could lead to increased scrutiny or potential influence on corporate strategy, which may or may not align with all shareholder interests.

Future Outlook

This filing does not contain forward-looking statements or guidance regarding F5, Inc.'s future performance. It is a disclosure of beneficial ownership.

Management Comments

• "Hotchkis and Wiley Capital Management, LLC Signature: Tina H. Kodama Name/Title: Tina H. Kodama | Chief Compliance Officer"
• "By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under 240.14a-11."

Industry Context

StockSavvy.ai notes that the filing of a Schedule 13G by a significant investment manager like Hotchkis and Wiley Capital Management, LLC is common in the technology sector, reflecting active institutional investment in companies like F5, Inc. which operates in the application services and security space.

Comparison to Industry Standards

• Ownership stakes of 3-5% are typical for institutional investors in publicly traded technology companies, indicating a substantial but not controlling interest.
• The nature of this filing (Schedule 13G) suggests passive investment, which is a standard approach for many investment advisors managing client portfolios.

Stakeholder Impact

• Shareholders: The increased institutional ownership may lead to greater market liquidity and potentially more analyst coverage. The passive nature of the investment suggests no immediate intent to influence corporate control.
• Management: The filing confirms that the investment is in the ordinary course of business, implying no immediate pressure for strategic changes from this specific investor.

Next Steps

• No specific next steps are outlined in this filing beyond the standard reporting requirements for beneficial ownership.

Key Dates

Keywords

F5, Inc., Hotchkis and Wiley Capital Management, Schedule 13G, Beneficial Ownership, Common Stock, Investment Management, Institutional Investor