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MRCY · Mercury Systems Inc

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TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475TEAM-2.62% 13F +440META+1.00% 13F +2,694RCG+0.35% CLUSTERUTHR-0.54% 13F +425CRWV+5.68% 13F +694CRM-1.97% 13F +1,019CVNA+1.58% 13F +795TPL-1.11% 13F +444NET-1.96% 13F +711MSTR-1.39% 13F +527DELL+1.50% 13F +1,204CRWD-0.87% 13F +1,383ANET+1.22% 13F +1,324COIN-4.18% 13F +475

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MRCY

Name: MERCURY SYSTEMS INC (MRCY) insider trading and ownership data
Creator: WaveMan
License: https://wave-man.com/terms

MERCURY SYSTEMS INC

SEMICONDUCTORS & ELECTRONICS · ELECTRONIC COMPONENTS & ACCESSORIES · CIK 0001049521

FORM 144 · 26☆ WATCH

INSIDER NET · 180D

-$43.5M

open-market buys minus sells, Form 4 codes P and S

INSIDER BUYERS · 180D

CONGRESS BUYERS · 1Y

FUNDS ADDED · QTR

217

13F, latest reported quarter

REVENUE GROWTH

+7.9%

XBRL, annual

NET MARGIN

-3.0%

CONVERSIONS · 180D

codes C/M, not in net · $19.8M priced

COMPLAINTS · 90D

- YoY · CFPB

SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST

INSIDERS

net -$43.5M over 180 days

-$41.4M over 90 days

below 79% of Semiconductors & Electronics

CONGRESS

no member of Congress has reported trading it

FUNDS

217 funds added or opened last quarter

more than 65% of Semiconductors & Electronics

REVENUE

+7.9% year over year

below 52% of Semiconductors & Electronics

MARGIN

-3.0% net margin

below 51% of Semiconductors & Electronics

BUYBACKS

$15.0M repurchased, FY to 2026-07-03

below 63% of Semiconductors & Electronics

SHORT

8.2% of shares outstanding short · 7.9 days to cover · settled 2026-07-31

more than 73% of Semiconductors & Electronics

THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET

Insiders are net sellers: -$43.5M across 7 people in 180 days.

217 funds added or opened positions in the latest 13F quarter, of 395 holders.

The year, with the filings on it

Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail

TOTAL 12M RETURN +21.8%

+21.8%12M

INSIDER SELLFORM 144

INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY

Live price

Daily candles from TradingView, on their licence — no filings are marked on this one

WHY THIS NAME IS ON THE DESK

Insiders have filed to sell — before selling.

The record shows a net $43.5M sold by insiders over 180 days, 217 funds added last quarter, $41.7M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.

Backtest this pattern Open the screener

Same sector, ranked by filing activity

Sector from the SEC's own SIC classification

NVDA CRDO VICR MPWR VPLM ALAB PI MTSI MU AIP AVGO MSI

Insider transactions

Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, MERCURY SYSTEMS INC insiders sold a net $43.5M of stock across 175 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-06.

INSIDER

FILED

VALUE

Ballhaus William L

Chairman, President & CEO

SELL

2026-08-26

38,276.0

$3.4M

Ballhaus William L

Chairman, President & CEO

SELL

2026-08-26

10,814.0

$970.5K

Ballhaus William L

Chairman, President & CEO

SELL

2026-08-25

107,628.0

$9.4M

Ballhaus William L

Chairman, President & CEO

SELL

2026-08-25

3,448.0

$303.4K

Ballhaus William L

Chairman, President & CEO

SELL

2026-08-24

105,471.0

$9.4M

175 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 170 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders

13F · holdings as of the latest quarter funds have reported

BlackRock, Inc.

9,370,902.0 sh

$1.1B

JANA Partners Management, LP

3,958,849.0 sh

$484.3M

STATE STREET CORP

3,418,290.0 sh

$418.0M

VANGUARD PORTFOLIO MANAGEMENT LLC

3,031,459.0 sh

$370.8M

Invesco Ltd.

2,669,450.0 sh

$326.6M

SCHEDULE 13D/G

No 5%+ ownership filings

Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.

Planned sales · Form 144

Filed before the sale — intent, not a trade

Ratner Steven

FILED 2026-09-03

$338.0K

Ballhaus William L

FILED 2026-08-26

$4.4M

Ballhaus William L

FILED 2026-08-25

$9.7M

Ballhaus William L

FILED 2026-08-24

$9.0M

Ballhaus William L

FILED 2026-08-24

$730.0K

Fund concentration

N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show

13D Activist Fund

$4.4M POSITION · AS OF 2026-03-31

4.8%

SBH SMALL CAP VALUE FUND

$12.3M POSITION · AS OF 2026-03-31

3.2%

CONESTOGA SMID CAP FUND

$14.5M POSITION · AS OF 2026-03-31

2.9%

Gabelli Commercial Aerospace and Defense Fund

$770.5K POSITION · AS OF 2026-03-31

2.9%

CONESTOGA SMALL CAP FUND

$63.7M POSITION · AS OF 2026-03-31

2.8%

Aztlan North America Nearshoring Stock Selection ETF

$755.6K POSITION · AS OF 2026-04-30

2.7%

SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK

Fundamentals

Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all

	2026-07	2025-06	2024-06	2023-06
REVENUE	$983.6M	$912.0M	$835.3M	$973.9M
GROSS PROFIT	$281.2M	$254.5M	$195.9M	$316.7M
OPERATING INCOME	$280.0K	$-19.6M	$-147.8M	$-21.7M
NET INCOME	$-29.7M	$-37.9M	$-137.6M	$-28.3M
EPS (DILUTED)	-0.50	-0.65	-2.38	-0.50
OPERATING CASH FLOW	$102.4M	$138.9M	$60.4M	$-21.3M
CASH	$214.3M	$309.1M	$180.5M	$71.6M
BUYBACKS	$15.0M	$0	$31.0K	$63.0K

SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-06 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE