Third Point LLC has opened a new $204.8M position in $KEYS, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $KEYS.
$KEYS Hedge Fund Activity
We have seen 650 institutional investors add shares of $KEYS stock to their portfolio, and 507 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BOSTON PARTNERS removed 2,484,352 shares (-88.4%) from their portfolio in Q2 2026, for an estimated $869,697,104
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,480,903 shares (-14.2%) from their portfolio in Q1 2026, for an estimated $700,532,580
- BLACKROCK, INC. added 1,473,391 shares (+7.9%) to their portfolio in Q2 2026, for an estimated $515,789,987
- FMR LLC added 1,200,533 shares (+101.9%) to their portfolio in Q2 2026, for an estimated $420,270,587
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,101,512 shares (+inf%) to their portfolio in Q2 2026, for an estimated $385,606,305
- JANE STREET GROUP, LLC added 936,079 shares (+310.8%) to their portfolio in Q1 2026, for an estimated $264,320,627
- VICTORY CAPITAL MANAGEMENT INC removed 905,372 shares (-39.3%) from their portfolio in Q2 2026, for an estimated $316,943,576
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$KEYS Insider Trading Activity
$KEYS insiders have traded $KEYS stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $KEYS stock by insiders over the last 6 months:
- RONALD S. NERSESIAN sold 30,000 shares for an estimated $8,578,920
- SATISH DHANASEKARAN (President and CEO) has made 0 purchases and 3 sales selling 3,841 shares for an estimated $1,166,719.
- INGRID A ESTRADA (SVP) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $1,157,100.
- JAMES CULLEN sold 3,000 shares for an estimated $1,039,740
- NEIL DOUGHERTY (EVP and CFO) sold 2,000 shares for an estimated $596,740
- JEFFREY K LI (SVP and Secretary) sold 2,000 shares for an estimated $594,380
- JO ANN JUSKIE (SVP) sold 1,000 shares for an estimated $304,423
- RICHARD P HAMADA sold 870 shares for an estimated $239,929
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$KEYS Government Contracts
We have seen $37,565,157 of award payments to $KEYS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THIS DO W912CH26F0140 TO CONTRACT W31P4Q23D0009, IS TO ORDER 546 CM-523/U, 546 TRAINING CDS, WITH SUPPORTIN...: $12,100,152
- PXIE VECTOR NETWORK ANALYZER LEASE WITH OPTION TO PURCHASE: $1,148,475
- RAPID ACQUISITION OF A RADIO FREQUENCY THREAT SIMULATOR 4: $900,470
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$KEYS Price Targets
Multiple analysts have issued price targets for $KEYS recently. We have seen 10 analysts offer price targets for $KEYS in the last 6 months, with a median target of $388.5.
Here are some recent targets:
- Matthew Niknam from Truist Securities set a target price of $376.0 on 05/22/2026
- Atif Malik from Citigroup set a target price of $396.0 on 05/21/2026
- Samik Chatterjee from JP Morgan set a target price of $390.0 on 05/21/2026
- Richard Eastman from Baird set a target price of $385.0 on 05/20/2026
- Tim Long from Barclays set a target price of $387.0 on 05/20/2026
- Aaron Rakers from Wells Fargo set a target price of $390.0 on 05/20/2026
- Meta Marshall from Morgan Stanley set a target price of $350.0 on 05/20/2026
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $KEYS ticker page for more data.
