2 tracked superinvestors hold Cisco Systems Inc (CSCO), worth $530M combined, led by PRIMECAP team. Smart money is trimming CSCO as of the latest 13F filings.
Current price
$109.20
+63.9%
1Y
Cisco Systems, Inc. is a leading global technology company focused on designing, producing, and marketing Internet Protocol (IP)-based networking equipment, software, and associated products within the communications and information technology industries. The company operates extensively across major regions including the Americas, Europe, the Middle East, Africa, and the Asia Pacific,…
Market cap
$362.8B
P/E
33.04
Div yield
1.5%
Revenue YoY
11.8%
Analyst target
$132
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$530M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing CSCO: 1 funds trimmed versus 0 adding.
Cisco Systems Inc (CSCO) appears mainly in diversified and quant books here (2 funds, $530M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to PRIMECAP team at 0.5% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 0.5% | $450M | |
| Trimmed | 0.2% | $80M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
1 insider filed SEC Form 144 for $651K of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Thimaya Subaiya | Officer | 5,832 | $651K | 2026-08-19 |
Which superinvestors own CSCO?
2 tracked funds hold Cisco Systems Inc (CSCO), the largest being PRIMECAP team (Vanguard PRIMECAP) at 0.5% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling CSCO?
In the most recent 13F quarter, 0 tracked funds added or opened CSCO and 1 trimmed it.
How much CSCO do tracked funds hold?
Combined disclosed long exposure to CSCO across tracked superinvestors is $530M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.