CSCO
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 33.3 | P/B | 8.98 |
| EPS (TTM) | 3.33 | Dividend | 3.23% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock | 365.1M | 0.5% | −4% |
| VANGUARD CAPITAL MANAGEMENT LLC | 243.8M | n/a | n/a |
| State Street | 193.6M | 0.5% | −1% |
| Invesco Ltd | 139.7M | n/a | −6% |
| Vanguard Portfolio Management | 117.8M | n/a | n/a |
| Geode Capital Management | 102.1M | 0.5% | +3% |
Top institutional owners for CSCO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 14 | Subaiya Thimaya K. | SELL | 312 | −$34K |
| SEP 14 | Tuszik Oliver | SELL | 680 | −$75K |
| SEP 14 | Patterson Mark | SELL | 2K | −$195K |
| SEP 09 | Fink Nichlas A | SELL | 2K | −$249K |
| JUN 11 | Patterson Mark | SELL | 200 | −$24K |
| JUN 11 | Tuszik Oliver | SELL | 100 | −$12K |
0 insider buys, 11 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CSCO yet.