Stocklore

Cisco Systems, Inc. (CSCO)

IT Hardware · US stock

What changed in recent filings

  • Institutions — 3 new · 2 added · 4 reduced13F · as of end of 2026 Q2
  • Risk factors — 1 removed · removed: Sales to the service provider and cloud mar…10-K Jul 26, 2025 → Jul 25, 2026 · filed 1 month ago

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Cisco Systems, Inc. recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 12, 2026
    Revenue +17.6% YoY · EPS $0.97
    Released after the close: Aug 12 close → Aug 13 close, the stock moved -8.4% · over the same window, market +0.7% · sector +1.3%
  • 26Q1Released May 13, 2026
    Revenue +12.0% YoY · EPS $0.85
    Released after the close: May 13 close → May 14 close, the stock moved +13.4% · over the same window, market +0.8% · sector +2.0%
  • 25Q4Released Feb 11, 2026
    Revenue +9.7% YoY · EPS $0.80
    Released after the close: Feb 11 close → Feb 12 close, the stock moved -12.3% · over the same window, market -1.5% · sector -4.8%
  • 25Q3Released Nov 12, 2025
    Revenue +7.5% YoY · EPS $0.72
    Released after the close: Nov 12 close → Nov 13 close, the stock moved +4.6% · over the same window, market -1.7% · sector -2.9%

The next earnings release is estimated around Nov 11, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Institutions holding Cisco Systems, Inc.

How many of the institutions we track reported holding this stock, quarter by quarter.

max 11
2019 Q1 · 52019 Q2 · 82019 Q3 · 72019 Q4 · 62020 Q1 · 72020 Q2 · 72020 Q3 · 72020 Q4 · 82021 Q1 · 102021 Q2 · 112021 Q3 · 92021 Q4 · 102022 Q1 · 102022 Q2 · 102022 Q3 · 102022 Q4 · 102023 Q1 · 92023 Q2 · 102023 Q3 · 112023 Q4 · 82024 Q1 · 102024 Q2 · 92024 Q3 · 92024 Q4 · 92025 Q1 · 92025 Q2 · 82025 Q3 · 82025 Q4 · 82026 Q1 · 92026 Q2 · 11
19 Q122 Q326 Q2

2019 Q1: 5 → 2026 Q2: 11 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Cisco Systems, Inc.

Institutions we track that reported holding this stock in their most recent 13F.

  • Pzena Investment Management0.44% of portfolio · held as of 2019 Q1 or earlier
  • National Pension Service (Korea)0.74% of portfolio · held as of 2019 Q1 or earlier
  • Dodge & Cox0.01% of portfolio · held as of 2019 Q1 or earlier
  • PRIMECAP Management0.34% of portfolio · held as of 2019 Q1 or earlier
  • Caisse de depot (Quebec)0.79% of portfolio · held as of 2019 Q1 or earlier
  • Baillie Gifford & Co0.09% of portfolio · since 2020 Q2
  • Tudor Investment Corp0.05% of portfolio · since 2026 Q1
  • Glenview Capital Management0.88% of portfolio · since 2026 Q1
  • Point72 Asset ManagementNew this quarter0.02% of portfolio · since 2026 Q2
  • Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
  • Temasek Holdings (Singapore)New this quarter0.02% of portfolio · since 2026 Q2

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Q2 2026 13F recap — stocks several institutions bought and sold together →

Company overview

Cisco Systems, Inc. is a global technology company that designs, develops, manufactures, and sells networking hardware, software, and related services used to connect and secure digital communications. Its product portfolio spans data center switching, routers, wireless and campus networking, cybersecurity, identity and access management, collaboration tools, and observability software. Cisco also provides solutions for secure access service edge, contact center operations, and communications platform services, supporting enterprise and service-provider infrastructure across a wide range of industries. The company plays a central role in the information technology market by helping organizations build, manage, and protect the networks that support cloud computing, remote work, and large-scale data traffic. Cisco Systems, Inc. is headquartered in San Jose, California.

What is the IT Hardware sector?

PCs, servers, and storage. Benefits from data centers alongside chips.

Cisco Systems, Inc. is classified under the IT Hardware sector. See peers below.

Cisco Systems, Inc. key financials

Based on SEC filings · as of Jul 25, 2026

26.4%
0.45x
as of Jul 25, 2026

Tap a metric name to see its meaning in the glossary.

Cisco Systems, Inc. vs IT Hardware sector benchmark

Median of 16 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
11.8%vs benchmark 20.6%↓ below
Operating margin
24.7%vs benchmark 25.8%↓ below
Net margin
21.0%vs benchmark 21.8%↓ below
ROE
26.4%vs benchmark 27.4%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

CSCO segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jul '24Jan '25Jul '25Jan '26Jul '26
Americas 60%Europe, Middle East, And Africa 26%Asia Pacific, Japan, And China 14%

ETFs holding Cisco Systems, Inc.

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
2.58%
QQQMInvesco NASDAQ 100 ETF
2.08%
QQQInvesco QQQ Trust, Series 1
2.01%
VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND
1.86%
VTVVANGUARD VALUE INDEX FUND
1.56%
JEPQJPMorgan Nasdaq Equity Premium Income ETF
1.32%
DIA
1.31%
VOOVANGUARD 500 INDEX FUND
0.72%
SPY
0.72%
IVViShares Core S&P 500 ETF
0.72%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.63%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.58%
RSPInvesco S&P 500 Equal Weight ETF
0.19%

CSCO on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the IT Hardware average
See full CSCO analysis →

Peers · IT Hardware

CSCO FAQ

What is Cisco Systems, Inc. (CSCO)?

Cisco Systems, Inc. is a global technology company that designs, develops, manufactures, and sells networking hardware, software, and related services used to connect and secure digital communications. Its product portfolio spans data center switching, routers, wireless and campus networking, cybersecurity, identity and access management, collaboration tools, and observability software. Cisco also provides solutions for secure access service edge, contact center operations, and communications platform services, supporting enterprise and service-provider infrastructure across a wide range of industries. The company plays a central role in the information technology market by helping organizations build, manage, and protect the networks that support cloud computing, remote work, and large-scale data traffic. Cisco Systems, Inc. is headquartered in San Jose, California.

What sector is Cisco Systems, Inc. in?

Cisco Systems, Inc. is classified under IT Hardware. PCs, servers, and storage. Benefits from data centers alongside chips.

What are Cisco Systems, Inc.'s key financials?

As of Jul 25, 2026 in SEC filings: Revenue growth (YoY) 11.8%, Operating margin 24.7%, Net margin 21.0%, ROE 26.4%, Debt-to-equity 0.45x. Definitions and interpretation are available on Stocklore.

Where can I analyze Cisco Systems, Inc. (CSCO) stock?

On Stocklore you can see CSCO's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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