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$MRCY:NASDAQ · Mercury Systems Inc - US

Mercury Systems, Inc., a technology company, manufactures and sells components, products, modules, and subsystems for defense prime contractors, original equipment manufacturers, government, and commercial aerospace companies.

More about this company

Mercury Systems, Inc., a technology company, manufactures and sells components, products, modules, and subsystems for defense prime contractors, original equipment manufacturers, government, and commercial aerospace companies. The company offers components, including power amplifiers and limiters, switches, oscillators, filters, equalizers, digital and analog converters, chips, monolithic microwave integrated circuits, and memory and storage devices; modules and sub-assemblies, such as embedded processing boards, switched fabrics and boards, digital receivers, multi-chip modules, integrated radio frequency and microwave multi-function assemblies, tuners, and transceivers, as well as graphics and video; and integrated subsystems. It also designs, develops, and manufactures digital radio frequency memory units for various modern electronic warfare applications; radar environment simulation and test systems for defense and intelligence applications; and signals intelligence payloads and EO/IR technologies for small UAV platforms, as well as onboard UAV processor systems for real-time wide area motion imagery. It operates in the United States, Europe, and the Asia Pacific. The company was formerly known as Mercury Computer Systems, Inc. and changed its name to Mercury Systems, Inc. in November 2012. Mercury Systems, Inc. was incorporated in 1981 and is headquartered in Andover, Massachusetts.

Sector: defensecomponents

Conviction from: NASDAQCitrini

52-week range: 62.78128.45

2 tracked filer(s) hold this · 1 opened, 0 added, 1 trimmed in 30-JUN-2026

Aggregate 13FScore 56 — mean of 2 scored holder(s) · buyers (new/add) avg 63. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Paul Tudor Jones / Tudor63New buy50,800$6,214,3640.0%
Barry Rosenstein / JANA Partners50Trimmed -4%3,958,849$484,285,99825.5%

Beyond 13F — activists, insiders, politicians & research

Activist 13D filings daily digest →

FiledFormActivist% of classConviction
2026-03-04SCHEDULE 13D/ABarry Rosenstein / JANA Partners6.9%Highfiling

Citrini Research coverage report library →

ReportDateStance
#100 — The New WFH (War From Home): Missile Defense, Counter-UAS, Electronic Warfare, and Surveillance2025-06-23LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-08-16.