Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
Holdings Activity Buys Sells    History
Holding/activity history for  Cisco Systems, Inc. (CSCO)
← All CSCO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,308,740 0.33 Reduce 6.28% 0.02 $72.80–88.19 · VW $78.83i $101,545,137 SEC
2025   Q4 1,396,376 0.32 Reduce 9.58% 0.03 $66.81–80.82 · VW $75.06i $107,562,843 SEC
2025   Q3 1,544,377 0.34 Reduce 3.47% 0.01 $65.75–72.55 · VW $68.43i $105,666,274 SEC
2025   Q2 1,599,953 0.36 Reduce 12.54% 0.05 $52.11–69.78 · VW $61.85i $111,004,739 SEC
2025   Q1 1,829,420 0.39 Reduce 1.49% <0.01 $58.17–66.50 · VW $61.92i $112,893,508 SEC
2024   Q4 1,857,059 0.37 Reduce 16.67% 0.06 $52.13–60.23 · VW $57.27i $109,937,893 SEC
2024   Q3 2,228,564 0.38 Add 115.38% 0.20 $44.50–53.31 · VW $49.15i $118,604,176 SEC
2024   Q2 1,034,714 0.17 Reduce 0.37% <0.01 $44.95–50.20 · VW $47.43i $49,159,262 SEC
2024   Q1 1,038,547 0.18 Add 77.97% 0.08 $47.66–52.62 · VW $49.65i $51,833,881 SEC
2023   Q4 583,559 0.11 Add 0.62% <0.01 $46.20–54.59 · VW $50.32i $29,481,401 SEC
2023   Q3 579,965 0.13 Reduce 1.62% <0.01 $50.06–58.19 · VW $54.21i $31,178,918 SEC
2023   Q2 589,515 0.13 Add 0.81% <0.01 $45.56–52.56 · VW $49.37i $30,501,506 SEC
2023   Q1 584,777 0.13 Reduce 0.63% <0.01 $45.67–52.35 · VW $49.35i $30,569,218 SEC
2022   Q4 588,508 0.12 $47.64 $28,036,521 SEC
2022   Q3 588,508 0.12 Reduce 0.93% <0.01 $39.96–50.00 · VW $44.27i $23,540,000 SEC
2022   Q2 594,062 0.11 Add 3.51% <0.01 $41.02–56.19 · VW $46.55i $25,331,000 SEC
2022   Q1 573,896 0.12 Add 0.67% <0.01 $52.70–63.35 · VW $56.14i $32,000,000 SEC
2021   Q4 570,053 0.14 Reduce 0.97% <0.01 $51.08–64.29 · VW $57.16i $36,124,000 SEC
2021   Q3 575,623 0.12 Add 0.15% <0.01 $52.34–60.27 · VW $56.25i $31,331,000 SEC
2021   Q2 574,762 0.12 Add 0.49% <0.01 $50.10–55.35 · VW $52.43i $30,462,000 SEC
2021   Q1 571,949 0.12 $51.71 $29,575,000 SEC
2020   Q4 571,949 0.12 Add 0.00% $35.28–45.57 · VW $40.43i $25,595,000 SEC
2020   Q3 571,925 0.14 Reduce 0.22% <0.01 $37.60–48.45 · VW $43.16i $22,528,000 SEC
2020   Q2 573,181 0.17 Reduce 0.50% <0.01 $37.47–48.29 · VW $44.35i $26,733,000 SEC
2020   Q1 576,079 0.17 Add 0.00% $32.40–50.28 · VW $41.13i $22,646,000 SEC
2019   Q4 576,076 0.13 Reduce 0.01% $43.40–49.87 · VW $46.80i $27,629,000 SEC
2019   Q3 576,148 0.15 Reduce 0.14% <0.01 $46.00–58.26 · VW $51.15i $28,467,000 SEC
2019   Q2 576,970 0.17 Reduce 0.37% <0.01 $51.06–58.15 · VW $54.54i $31,578,000 SEC
2019   Q1 579,112 0.17 Reduce 40.16% 0.10 $40.96–54.23 · VW $49.34i $31,266,000 SEC
2018   Q4 967,707 0.25 Reduce 64.84% 0.42 $40.25–49.47 · VW $45.63i $41,931,000 SEC
2018   Q3 2,752,085 0.65 Reduce 0.29% <0.01 $40.94–49.06 · VW $45.15i $133,889,000 SEC
2018   Q2 2,760,019 0.60 Add 1.30% <0.01 $40.19–46.37 · VW $43.46i $118,764,000 SEC
2018   Q1 2,724,652 0.59 Reduce 5.03% 0.03 $37.35–46.16 · VW $42.49i $116,860,000 SEC
2017   Q4 2,868,976 0.54 Add 13.98% 0.07 $33.17–38.99 · VW $36.20i $109,882,000 SEC
2017   Q3 2,517,046 0.45 Add 0.41% <0.01 $30.36–34.10 · VW $32.07i $84,648,000 SEC
2017   Q2 2,506,781 0.43 Reduce 0.02% <0.01 $30.37–34.60 · VW $32.30i $78,462,000 SEC
2017   Q1 2,507,355 0.48 Reduce 8.80% 0.04 $29.80–34.53 · VW $32.55i $84,749,000 SEC
2016   Q4 2,749,349 0.48 Reduce 2.95% 0.02 $29.12–31.89 · VW $30.42i $83,085,000 SEC
2016   Q3 2,832,899 0.56 Add 8.84% 0.05 $28.17–31.95 · VW $30.83i $89,860,000 SEC
2016   Q2 2,602,784 0.47 Reduce 5.61% 0.03 $25.81–29.41 · VW $28.04i $74,674,000 SEC
2016   Q1 2,757,432 0.48 Reduce 9.24% 0.05 $22.46–28.68 · VW $25.50i $78,504,000 SEC
2015   Q4 3,038,190 0.52 Add 0.22% <0.01 $25.34–29.49 · VW $27.40i $82,502,000 SEC
2015   Q3 3,031,377 0.52 $26.25 $79,574,000 SEC
2015   Q2 3,031,377 0.48 Add 0.48% <0.01 $26.84–29.90 · VW $28.60i $83,242,000 SEC
2015   Q1 3,016,965 0.47 Add 0.44% <0.01 $25.92–30.31 · VW $27.90i $83,042,000 SEC
2014   Q4 3,003,808 0.45 Add 12.54% 0.05 $22.49–28.59 · VW $25.96i $83,551,000 SEC
2014   Q3 2,669,084 0.37 Add 4.93% 0.02 $24.27–26.08 · VW $25.10i $67,181,000 SEC
2014   Q2 2,543,609 0.36 Reduce 33.51% 0.17 $22.30–25.17 · VW $23.82i $63,209,000 SEC
2014   Q1 3,825,300 0.51 Reduce 0.10% <0.01 $21.27–23.00 · VW $22.11i $85,725,000 SEC
2013   Q4 3,829,275 0.52 Add 18.85% 0.08 $20.22–24.00 · VW $22.12i $85,967,000 SEC
2013   Q3 3,221,900 0.50 Add 8.05% 0.04 $23.02–26.49 · VW $24.47i $75,457,000 SEC
2013   Q2 2,981,950 0.50 Add 1.24% <0.01 $19.98–24.98 · VW $22.77i $72,491,000 SEC
2013   Q1 2,945,450 0.44 Add 1.88% <0.01 $20.01–21.98 · VW $20.90i $61,589,000 SEC
2012   Q4 2,891,175 0.48 Reduce 0.04% <0.01 $16.68–20.54 · VW $18.59i $56,812,000 SEC
2012   Q3 2,892,359 0.47 Add 11160.45% 0.46 $14.96–19.75 · VW $17.69i $55,215,000 SEC
2012   Q2 25,686 <0.01 Buy <0.01 $15.92–21.30 · VW $18.12i $441,000 SEC
Price snapshot:
Current price$119.25
Avg. buy price$45.35
+/- since buy162.94%
52-week low$64.42
52-week high$129.88