CSCO at a glance
Cisco (CSCO, SEC CIK 858877) filed its latest 10-K annual report on September 2, 2026, a 10-Q quarterly report on May 19, 2026, an 8-K current report on August 12, 2026 and Form 4 insider filings as recently as September 18, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended July 25, 2026 (FY2026), Cisco (CSCO) reported revenue of $63.3 billion (up 11.8% from FY2025) and net income of $13.3 billion. Diluted EPS was $3.33.
- As of June 30, 2026, 72 institutional investment managers tracked by SignalX reported holding Cisco (CSCO) shares worth $198.7 billion in 13F-HR filings.
- Cisco reported 5 positions worth $405.2 million in its 13F-HR for Q2 2026, filed July 13, 2026. Its largest holdings were Ishares Tr at 63.7%, Coreweave Inc. (CRWV) at 26.1% and Space Exploration Techn Corp (SPCX) at 10.0%.
- In the last 90 days, CSCO insiders reported 0 open-market purchases ($0) and 21 open-market sales ($6.0M) on Form 4, a net sale of $6.0M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $63.3B
- +11.8% vs prior year
- Insiders · 90 days
- 0 buys · 21 sells
- Net −$6.0M
- 13F holders
- 72 funds
- $198.7B · +1 vs prior quarter
- Latest 8-K
- Aug 12, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jul 25, 2026
Business Overview
- Core business model: Global provider of integrated hardware, software, and AI-powered digital infrastructure across Networking, Security, Collaboration, and Observability
- New emphasized products: Cisco 9550 AI-ready Smart Switch, Cisco 800G optics, Cisco N9300 Series with embedded Data Processing Units, Cisco Hypershield AI-powered distributed security
- Strategic shift: Strong AI integration across portfolios, converging networking and security into unified platforms, focus on AI-ready data centers and future-proofed workplaces
- Employee count increased to approximately 82,400 as of July 25, 2026, with 25,400 in worldwide sales and marketing functions
- Noteworthy fact: Recognized #3 on Fortune 100 Best Companies to Work For® 2026, top three workplace ranking in 24 countries with 8 #1 country wins
Management Discussion & Analysis
- Revenue $63.3B, up 12% YoY ($6.7B increase); product revenue +16%, services flat
- Operating margin 24.3% vs 20.8%, gross margin slightly down 64.5% vs 64.9%, net income margin 21.0% vs 18.0%
- Best performing segment: Americas revenue $37.8B (+$4.1B, 12%+ YoY), worst: Services revenue flat/down slightly
- Cash provided by operations $14.2B, free cash flow $12.8B; capital allocation: stock repurchases $6.1B, dividends $6.6B, capex $1.4B
- Forward outlook highlights growth driven by AI infrastructure demand, supply chain risks from inventory commitments and memory costs, and restructuring plan with up to $1B charges through FY27
Risk Factors
- Regulatory risk: EU AI Act and evolving data protection regulations (GDPR, California Privacy Rights Act) increasing compliance cost and limiting AI solution deployment
- Geopolitical threat: Ongoing Russia-Ukraine war, Middle East conflicts, and China-Taiwan tensions disrupting supply chains and customer demand
- Operational risk: Fiscal 2026 memory component shortages and rising costs impairing gross margins, with increased purchase commitments and inventory exposure planned into fiscal 2027
- Competitive risk: Price-focused competition from Asian companies, especially China, plus cloud providers and hyperscalers designing own networking equipment
- Financial risk: $23B senior unsecured notes maturing through 2064 plus $6.7B commercial paper outstanding increasing leverage and interest expense pressures
AI summary of the CSCO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Apr 25, 2026
Management Discussion & Analysis
- Q3 revenue $15.841B, up 12% YoY from $14.149B
- Operating margin 25.0% vs 22.6%; net margin 21.3% vs 17.6% YoY
- Best product category Networking, up 25%; weakest Collaboration, down 1%
- Product gross margin down 2.5 points from product mix and higher memory costs
- Product revenue up 17%; services revenue down 1%; total subscription revenue down 2%
- Management cited memory constraints, higher costs, and trade policy as headwinds
Risk Factors
- New supply-chain risk triggered by memory constraints in the first nine months of fiscal 2026, increasing component costs and purchase commitments
- Most materially updated risk: additional fiscal 2025 and fiscal 2026 commitments for Cisco Silicon One and memory, increasing excess-inventory exposure
- Legal risk: August 26, 2025 supplier dispute settlement produced a fiscal 2025 product cost-of-sales charge
- Near-term market risk: volatile service-provider and cloud orders, including large sporadic purchases and customer concentration
- Financial risk: higher supply-chain commitments could reduce gross margins through excess or obsolete inventory charges
AI summary of the CSCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- FY2026 fourth-quarter and full-year results ended July 25, 2026, reported August 12, 2026
- Exhibit 99.1 contains Cisco’s detailed results and forward guidance ranges
Item EX-99.1: Item EX-99.1
- Q4 revenue $17.3B, up 18%, with GAAP EPS $0.97, up 52%, exceeding the high end of guidance
- Networking product revenue up 28%; total product orders up 35%, signaling broad-based demand and an AI-driven networking cycle
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 2026 results ended April 25, 2026, reported May 13, 2026
- Exhibit 99.1 contains Cisco’s detailed financial results and outlook
Item 2.05: Costs Associated with Exit or Disposal Activities
- Restructuring plan targets silicon, optics, security and AI investment priorities
- Up to $1 billion in pre-tax GAAP charges, primarily cash-based
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Chief Accounting Officer M. Victoria Wong retiring effective May 19, 2026
- Wong remaining as Executive Advisor through July 25, 2026, supporting transition continuity
AI summaries of CSCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CSCO
Don't miss the next CSCO filing
- Alerts as it files. A push when CSCO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CSCO, by share count.
- Ask anything. An AI agent that reads every CSCO filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Patel Jeetendra I | A | Sep 16, 2026 | 139,225 | - |
| Fink Nichlas A | A | Sep 16, 2026 | 7,826 | - |
| Subaiya Thimaya K. | A | Sep 16, 2026 | 55,690 | - |
| Patterson Mark | A | Sep 16, 2026 | 92,817 | - |
| Robbins Charles | A | Sep 16, 2026 | 167,069 | - |
| Stahlkopf Deborah L | A | Sep 16, 2026 | 55,690 | - |
| Tuszik Oliver | A | Sep 16, 2026 | 69,613 | - |
| Weil Kevin | A | Sep 15, 2026 | 274 | $110.07 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $56.7B | $63.3B |
| Gross Profit | - | $36.8B | $40.9B |
| Operating Income | - | $11.8B | $15.4B |
| Net Income | - | $10.2B | $13.3B |
| Gross Margin | - | 64.9% | 64.5% |
| Op. Margin | - | 20.8% | 24.3% |
| Net Margin | - | 18.0% | 21.0% |
| Balance Sheet | |||
| Total Assets | $124.4B | $122.3B | $129.6B |
| Equity | - | $46.8B | $50.3B |
| ROE | - | 21.7% | 26.4% |
| Per Share | |||
| EPS | - | $2.55 | $3.33 |
| Cash Flow | |||
| Operating CF | - | $14.2B | $14.2B |
| CapEx | $670.0M | $905.0M | $1.4B |
Source: XBRL data in Cisco (CSCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CSCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 72 | $198.74B |
| Q1 2026 | 71 | $131.36B |
| Q4 2025 | 70 | $130.78B |
| Q3 2025 | 72 | $114.80B |
| Q2 2025 | 72 | $114.31B |
| Q1 2025 | 70 | $76.56B |
| Q4 2024 | 65 | $60.63B |
| Q3 2024 | 57 | $29.50B |
- JPMorgan Chase & Co+13.14M (+37%)
- FMR LLC (Fidelity)+8.68M (+13%)
- Goldman Sachs Group+5.88M (+16%)
- State Street Corp+3.56M (+2%)
- D.E. Shaw & Co+3.51M (+604%)
- Franklin Resources−14.82M (-25%)
- BlackRock−6.39M (-2%)
- BNY Mellon−5.12M (-11%)
- Ameriprise Financial−3.82M (-11%)
- Millennium Management−3.42M (-81%)
- Marex Group plc+3.0K
- Finward Bancorp+2.2K
- Bridgewater Associates LP−822.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 549 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
Cisco top 13F holdings, Q2 2026
Largest reported positions by market value, from the 13F-HR filed Jul 13, 2026
| # | Company | Weight | Value | Shares | vs Q1 2026 |
|---|---|---|---|---|---|
| 1 | Ishares Tr | 63.69% | $258.1M | 1,357,500 | Trimmed |
| 2 | Coreweave Inc.CRWV | 26.14% | $105.9M | 1,063,980 | Held |
| 3 | Space Exploration Techn CorpSPCX | 10.01% | $40.6M | 237,375 | New |
| 4 | Navan IncNAVN | 0.12% | $489K | 21,398 | New |
| 5 | Rubrik IncRBRK | 0.05% | $186K | 2,319 | New |
Source: Cisco 13F-HR on SEC EDGAR. Long equity positions only (put and call options excluded); weights are shares of the reported 13F portfolio, not total assets. How 13F filings work
Cisco biggest buys and sells, Q2 2026
Largest estimated position changes versus Q1 2026
| Company | Move | Est. flow | Shares now | Weight now |
|---|---|---|---|---|
| Space Exploration Techn CorpSPCX | New | +$40.6M | 237,375 | 10.01% |
| Ishares Tr | Trimmed | −$14.3M | 1,357,500 | 63.69% |
| Navan IncNAVN | New | +$489K | 21,398 | 0.12% |
| Rubrik IncRBRK | New | +$186K | 2,319 | 0.05% |
Estimated flow = change in share count × quarter-end price (3 new, 0 added, 1 trimmed, 0 sold out). 13F reports show holdings on the last day of the quarter, not the trade dates.
CSCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 14, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 10-K | Sep 2, 2026 | Jul 25, 2026 | Analysis | |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 17, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 12, 2026 | - | - | - |
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CSCO SEC filings: frequently asked questions
Are CSCO insiders buying or selling?
In the last 90 days, Cisco (CSCO) officers, directors and 10% owners reported no open-market purchases and 21 open-market sales worth $6.0 million by 7 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold CSCO stock?
As of June 30, 2026, the largest Cisco (CSCO) holders among the 13F filers tracked by SignalX were BlackRock ($42.1 billion), Vanguard Capital Management LLC ($28.8 billion), State Street Corp ($23.2 billion), Invesco Ltd ($16.2 billion), Vanguard Portfolio Management LLC ($14.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CSCO's revenue in fiscal year 2026?
For the fiscal year ended July 25, 2026 (FY2026), Cisco (CSCO) reported revenue of $63.3 billion (up 11.8% from FY2025) and net income of $13.3 billion. Diluted EPS was $3.33. The figures come from the XBRL data in the 10-K.
What are the main risks in CSCO's latest 10-K?
In the 10-K filed September 2, 2026, Cisco (CSCO) flagged: Regulatory risk: EU AI Act and evolving data protection regulations (GDPR, California Privacy Rights Act) increasing compliance cost and limiting AI solution deployment. Geopolitical threat: Ongoing Russia-Ukraine war, Middle East conflicts, and China-Taiwan tensions disrupting supply chains and customer demand. (AI summary of the Risk Factors section.)
What did CSCO report in its latest 8-K?
Cisco (CSCO) filed an 8-K on August 12, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). FY2026 fourth-quarter and full-year results ended July 25, 2026, reported August 12, 2026.
What stocks does Cisco own?
In its 13F-HR for Q2 2026 (filed July 13, 2026), Cisco reported 5 positions worth $405.2 million. The largest were Ishares Tr, 63.7%; Coreweave Inc. (CRWV), 26.1%; Space Exploration Techn Corp (SPCX), 10.0%; Navan Inc (NAVN), 0.1%; Rubrik Inc (RBRK), 0.0%. The top 10 positions were 100.0% of the portfolio.
What did Cisco buy in Q2 2026?
Compared with Q1 2026, Cisco's largest estimated purchases were Space Exploration Techn Corp (SPCX) (new position, about $40.6 million), Navan Inc (NAVN) (new position, about $489,000) and Rubrik Inc (RBRK) (new position, about $186,000). In total it opened 3 new positions and added to 0. Amounts are estimated from share-count changes at quarter-end prices.
What did Cisco sell in Q2 2026?
Compared with Q1 2026, Cisco's largest estimated sales were Ishares Tr (trimmed, about $14.3 million). In total it sold out of 0 positions and trimmed 1.
When does Cisco file 13F reports?
Cisco's latest 13F-HR was filed July 13, 2026 and covers the quarter ended June 30, 2026. 13F-HR reports are due within 45 days of each quarter-end, so the Q3 2026 report is due by November 14, 2026.
What are the latest CSCO SEC filings?
Cisco (CSCO) filed its latest 10-K annual report on September 2, 2026, a 10-Q quarterly report on May 19, 2026, an 8-K current report on August 12, 2026 and a Form 4 insider filing on September 18, 2026.
What is CSCO's SEC CIK number?
Cisco (CSCO)'s SEC Central Index Key (CIK) is 858877. EDGAR lists every CSCO filing under that number.
Ask anything about CSCO
The research agent reads CSCO's filings, financials, insider trades and 13F holders, then answers with sources.