Position in FTNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$11,031,759
+$6,183,884 QoQ
Shares Held
71,812
+21.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#319
of 1,560 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026UNIVEST FINANCIAL Corp holds $95,778,209 across 6 Software - Infrastructure names. FTNT ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
183,288 | $68,370,087 | |
| 2 | SNPS |
Synopsys Inc
|
32,936 | $14,691,761 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
71,812 | $11,031,759 | |
| 4 | ORCL |
Oracle Corp
|
6,625 | $970,893 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,228 | $425,068 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,474 | $288,641 |
All Filings in FTNT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,031,759 | 71,812 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $4,847,875 | 59,323 | Shares | Other | 2026-05-01 | |
| 2025-12-31 | $4,301,083 | 54,163 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $4,503,156 | 53,558 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $4,993,049 | 47,229 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $5,273,026 | 54,779 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $6,929,068 | 73,339 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $5,675,108 | 73,180 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $660,980 | 10,967 | Shares | Other | 2024-08-05 | |
| 2024-03-31 | $491,899 | 7,201 | Shares | Other | 2024-05-08 | |
| 2023-09-30 | $364,930 | 6,219 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $200,313 | 2,650 | Shares | Other | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||