FIRST FOUNDATION ADVISORS

Endowment

Position in FTNT — Fortinet, Inc.

CIK 1086763 Irvine, CA

Position in FTNT

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$9,168,962

+$4,044,302 QoQ

Shares Held

59,686

-4.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#340

of 1,560 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Technology · as of Jun 30, 2026

FIRST FOUNDATION ADVISORS holds $383,326,888 across 5 Software - Infrastructure names. FTNT ranks #2 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	992,430	$370,196,238
2	FTNT	Fortinet, Inc. This page	59,686	$9,168,962
3	ORCL	Oracle Corp	13,758	$2,016,234
4	CRWD	CrowdStrike Holdings, Inc.	5,448	$1,039,396
5	PLTR	Palantir Technologies Inc.	7,766	$906,058

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,168,962	59,686	-4.8%	Shares	Defined	2026-08-14
2026-03-31	$5,124,660	62,710	-1.2%	Shares	Defined	2026-05-04
2025-12-31	$5,038,246	63,446	-9.4%	Shares	Defined	2026-02-04
2025-09-30	$5,885,095	69,994	-13.3%	Shares	Defined	2025-11-17
2025-06-30	$8,536,889	80,750	-0.3%	Shares	Defined	2025-08-14
2025-03-31	$7,794,749	80,976	+6.5%	Shares	Defined	2025-05-08
2024-12-31	$7,184,352	76,041	+12.3%	Shares	Sole	2025-02-13
2024-09-30	$5,252,771	67,734	+35.0%	Shares	Sole	2024-11-14
2024-06-30	$3,023,866	50,172	+15.8%	Shares	Sole	2024-08-06
2024-03-31	$2,958,437	43,309	+18.9%	Shares	Sole	2024-05-10
2023-12-31	$2,132,657	36,437	-9.1%	Shares	Sole	2024-02-14
2023-09-30	$2,352,598	40,092	+0.6%	Shares	Sole	2023-11-15
2023-06-30	$3,013,697	39,869	+1.4%	Shares	Sole	2023-08-14
2023-03-31	$2,612,542	39,310	+6.7%	Shares	Sole	2023-05-12
2022-12-31	$1,801,547	36,849	-1.8%	Shares	Sole	2023-02-14
2022-09-30	$1,843,947	37,532	-30.4%	Shares	Sole	2022-11-14
2022-06-30	$3,050,510	53,915	+396.0%	Shares	Sole	2022-08-12
2022-03-31	$3,715,055	10,871	+18.0%	Shares	Sole	2022-05-05
2021-12-31	$3,311,511	9,214	+17.9%	Shares	Sole	2022-02-14
2021-09-30	$2,282,584	7,816	+5.9%	Shares	Sole	2021-11-15
2021-06-30	$1,757,365	7,378	+8.3%	Shares	Sole	2021-08-13
2021-03-31	$1,256,453	6,813	+37.9%	Shares	Sole	2021-05-18
2020-12-31	$733,589	4,939	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.