MERCURY SYSTEMS INC
Total Trades
83
Buys
15
Sells
64
Largest Trade
N/A
Insiders
21
Institutional Funds
287
Inst. Value
$1M+
Activist Filings
32
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| JANA Partners Management, LP | Director | SELL | $1M+ | 452K | $91.61 | Mar 5, 2026 |
| LANCE HOWARD L | Director | SELL | $100K–$500K | 5K | $88.98 | Feb 27, 2026 |
| JANA Partners Management, LP | Director | SELL | $1M+ | 400K | $81.00 | Feb 12, 2026 |
| Munro Douglas | SVP, CAO | SELL | $50K–$100K | 1K | $73.42 | Nov 13, 2025 |
| JANA Partners Management, LP | Director | SELL | $1M+ | 1.0M | $75.45 | Nov 10, 2025 |
| Plunkett Debora A | Director | SELL | $100K–$500K | 2K | $73.99 | Nov 10, 2025 |
| Munro Douglas | VP, CAO | SELL | $1K–$15K | 67 | $73.40 | Sep 17, 2025 |
| Ratner Steven | EVP, CHRO | SELL | $100K–$500K | 7K | $63.76 | Aug 25, 2025 |
| Ratner Steven | EVP, CHRO | SELL | $50K–$100K | 2K | $53.48 | Jun 18, 2025 |
| Munro Douglas | VP, CAO | SELL | $100K–$500K | 2K | $45.39 | May 16, 2025 |
| Ratner Steven | EVP, CHRO | SELL | $100K–$500K | 4K | $47.57 | May 12, 2025 |
| JANA Partners Management, LP | Director | SELL | $1M+ | 188K | $46.06 | May 10, 2025 |
| Wells Charles Roger IV | EVP, COO | SELL | $50K–$100K | 2K | $38.80 | Nov 19, 2024 |
| JANA Partners Management, LP | Director | BUY | $500K+ | 14K | $37.25 | Aug 29, 2024 |
| Ratner Steven | EVP, CHRO | SELL | $15K–$50K | 430 | $36.90 | Aug 26, 2024 |
| Ratner Steven | EVP, CHRO | SELL | $100K–$500K | 4K | $38.41 | Aug 23, 2024 |
| Georges Stephanie | EVP, CCO | SELL | $50K–$100K | 1K | $39.49 | Aug 22, 2024 |
| Munro Douglas | VP, CAO | SELL | $1K–$15K | 345 | $39.49 | Aug 22, 2024 |
| Ratner Steven | EVP, CHRO | SELL | $15K–$50K | 974 | $39.49 | Aug 22, 2024 |
| Wells Charles Roger IV | EVP, COO | SELL | $50K–$100K | 1K | $39.49 | Aug 22, 2024 |
| Farnsworth David E. | EVP, CFO | SELL | $100K–$500K | 7K | $39.49 | Aug 22, 2024 |
| Ballhaus William L | Chairman | SELL | $100K–$500K | 7K | $39.49 | Aug 22, 2024 |
| Ratner Steven | EVP, CHRO | SELL | $50K–$100K | 2K | $27.76 | Jun 20, 2024 |
| JANA Partners Management, LP | Director | BUY | $1M+ | 378K | $29.26 | Feb 28, 2024 |
| Ratner Steven | EVP, CHRO | SELL | $50K–$100K | 2K | $29.49 | Feb 21, 2024 |
| Georges Stephanie | EVP, CCO | SELL | $15K–$50K | 1K | $29.57 | Feb 20, 2024 |
| Munro Douglas | VP, CAO | GRANT | N/A | 3K | — | Feb 20, 2024 |
| Munro Douglas | VP, CAO | SELL | $1K–$15K | 276 | $29.57 | Feb 20, 2024 |
| Wells Charles Roger IV | EVP, COO | SELL | $50K–$100K | 2K | $29.57 | Feb 20, 2024 |
| Wells Charles Roger IV | EVP, COO | GRANT | N/A | 17K | — | Feb 20, 2024 |
| Ballhaus William L | Chairman | BUY | $100K–$500K | 7K | $28.74 | Feb 13, 2024 |
| JANA Partners Management, LP | Director | BUY | $1M+ | 1.3M | $27.90 | Feb 13, 2024 |
| Farnsworth David E. | EVP, CFO & Treasurer | BUY | $100K–$500K | 4K | $28.09 | Feb 13, 2024 |
| Nearhos Barry R | Director | BUY | $50K–$100K | 4K | $27.15 | Feb 13, 2024 |
| LANCE HOWARD L | Director | BUY | $100K–$500K | 7K | $26.77 | Feb 13, 2024 |
| JANA Partners Management, LP | Director | BUY | $1M+ | 246K | $33.46 | Nov 30, 2023 |
| JANA Partners Management, LP | Director | BUY | $1M+ | 260K | $33.42 | Nov 20, 2023 |
| Wells Charles Roger IV | EVP President Micr… | SELL | $50K–$100K | 2K | $33.72 | Nov 17, 2023 |
| Carvalho Orlando D | Director | BUY | $1M+ | 35K | $33.83 | Nov 14, 2023 |
| Couture Allen | EVP | SELL | $50K–$100K | 3K | $38.59 | Oct 19, 2023 |
| Stevison James Mitch | EVP | SELL | $50K–$100K | 2K | $38.81 | Oct 17, 2023 |
| CAMBRIA CHRISTOPHER C | EVP | SELL | $50K–$100K | 2K | $36.65 | Sep 8, 2023 |
| KRONE ROGER A | Director | BUY | $500K+ | 15K | $38.50 | Aug 23, 2023 |
| LANCE HOWARD L | Director | BUY | $100K–$500K | 9K | $37.83 | Aug 23, 2023 |
| Ballhaus William L | President & CEO | BUY | $1M+ | 40K | $37.57 | Aug 23, 2023 |
| JANA PARTNERS LLC | Director | BUY | $1M+ | 50K | $38.05 | Aug 22, 2023 |
| CAMBRIA CHRISTOPHER C | EVP | SELL | $15K–$50K | 493 | $37.45 | Aug 21, 2023 |
| CAMBRIA CHRISTOPHER C | EVP | GRANT | N/A | 22K | — | Aug 21, 2023 |
| McCarthy Michelle M | SVP, CAO | SELL | $1K–$15K | 292 | $37.45 | Aug 21, 2023 |
| McCarthy Michelle M | SVP, CAO | GRANT | N/A | 10K | — | Aug 21, 2023 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 287 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| JANA Partners Management, LP | 5.0M | $1M+ | SH |
| STATE STREET CORP | 3.4M | $1M+ | SH |
| Conestoga Capital Advisors, LLC | 2.2M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 1.4M | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 1.3M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 1.2M | $1M+ | SH |
| Neuberger Berman Group LLC | 998K | $1M+ | SH |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 984K | $1M+ | SH |
| Fisher Asset Management, LLC | 860K | $1M+ | SH |
| SNYDER CAPITAL MANAGEMENT L P | 749K | $1M+ | SH |
| VAN ECK ASSOCIATES CORP | 725K | $1M+ | SH |
| LOOMIS SAYLES & CO L P | 705K | $1M+ | SH |
| KENNEDY CAPITAL MANAGEMENT LLC | 670K | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 637K | $1M+ | SH |
| SEGALL BRYANT & HAMILL, LLC | 637K | $1M+ | SH |
| LORD, ABBETT & CO. LLC | 601K | $1M+ | SH |
| EMERALD ADVISERS, LLC | 531K | $1M+ | SH |
| JENNISON ASSOCIATES LLC | 349K | $1M+ | SH |
| EMERALD MUTUAL FUND ADVISERS TRUST | 336K | $1M+ | SH |
| MetLife Investment Management, LLC | 268K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
SC 13D/A · Mar 5, 2026
6.9%
4.1M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G/A · Nov 12, 2025
4.2%
2.5M shares
SC 13D/A · Nov 10, 2025
8.3%
5.0M shares
SC 13D/A · Aug 16, 2025
10.0%
6.0M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G/A · Jul 30, 2025
7.9%
4.7M shares
SC 13G/A · Jul 18, 2025
13.3%
8.0M shares
SC 13G · May 13, 2025
5.0%
3.0M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G/A · May 9, 2025
9.0%
5.4M shares
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
SC 13G/A · Feb 12, 2025
10.8%
6.4M shares
SC 13G · Feb 5, 2025
4.9%
2.9M shares
William Blair Investment Management, LLC
SC 13G/A · Nov 14, 2024
12.3%
7.3M shares
SC 13G/A · Nov 8, 2024
14.6%
8.7M shares
SC 13G/A · Oct 23, 2024
14.6%
8.7M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
9.6%
5.7M shares
SC 13D/A · Feb 13, 2024
511.0%
6.6M shares
William Blair Investment Management, LLC
SC 13G/A · Feb 12, 2024
11.1%
6.6M shares
STATE STREET CORPORATION I.R.S. IDENTIFICATION NO. OF THE ABOVE PERSON 04-2456637
SC 13G · Jan 24, 2024
6.0%
0 shares
SC 13G/A · Jan 23, 2024
12.6%
7.5M shares
William Blair Investment Management, LLC
SC 13G/A · Sep 6, 2023
11.6%
6.7M shares
SC 13G/A · Aug 8, 2023
10.1%
5.9M shares
SC 13D · Jul 6, 2023
58.0%
4.7M shares
SC 13D/A · Jun 15, 2023
4.6%
2.7M shares
BANK OF AMERICA CORPORATION 56-0906609
SC 13G/A · Feb 14, 2023
0.1%
63K shares
William Blair Investment Management, LLC
SC 13G/A · Feb 9, 2023
9.0%
5.2M shares
SC 13D/A · Feb 3, 2023
54.6%
2.7M shares
SC 13G/A · Jan 24, 2023
9.8%
5.7M shares
SC 13D/A · Jun 27, 2022
55.6%
3.2M shares
SC 13D/A · Jun 24, 2022
7.2%
4.2M shares
SC 13G/A · Feb 1, 2022
9.6%
5.5M shares
BANK OF AMERICA CORPORATION 560906609
SC 13G · Jan 31, 2022
5.2%
2.9M shares
SC 13D/A · Jan 13, 2022
7.3%
4.2M shares
Conestoga Capital Advisors LLC 23-3072906
SC 13G · Jan 10, 2022
6.5%
3.7M shares