Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,554,077
+$32,551,082 QoQ
Shares Held
257,480
+200.5% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#175
of 1,557 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SHELTON CAPITAL MANAGEMENT holds $470,313,231 across 18 Software - Infrastructure names. FTNT ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
661,962 | $246,925,065 | |
| 2 | NTAP |
NetApp, Inc.
|
286,478 | $44,335,335 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
257,480 | $39,554,077 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
298,343 | $34,807,677 | |
| 5 | PANW |
Palo Alto Networks Inc
|
92,495 | $31,542,644 | |
| 6 | AKAM |
Akamai Technologies Inc
|
216,931 | $25,643,413 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
119,028 | $22,708,756 | |
| 8 | SNPS |
Synopsys Inc
|
21,404 | $9,547,682 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,554,077 | 257,480 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,002,995 | 85,695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,930,745 | 87,278 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $28,232,046 | 335,776 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,692,825 | 261,945 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,518,697 | 171,605 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,551,006 | 217,517 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $24,658,030 | 317,963 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,196,657 | 418,063 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $25,736,680 | 376,763 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $21,835,845 | 373,071 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,209,997 | 276,244 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,032,165 | 225,323 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,374,995 | 65,829 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,012,797 | 61,624 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,183,256 | 125,855 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,191,318 | 127,100 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $8,687,030 | 25,420 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $9,135,948 | 25,420 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,323,415 | 11,380 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,710,602 | 11,380 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,098,699 | 11,380 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,110,410 | 7,476 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $880,747 | 7,476 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,026,230 | 7,476 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $773,039 | 7,641 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||