TWO SIGMA INVESTMENTS, LP

Position in FTNT — Fortinet, Inc.

CIK 1179392 NEW YORK, NY

Back to FTNT Full portfolio

Position in FTNT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$91,885,886

+$1,201,255 QoQ

Shares Held

1,124,399

-1.5% QoQ

Ownership

0.153%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 98.06118646494704.ToString("F0")% Shared 0.ToString("F0")% None 1.938813535052948.ToString("F0")%

Common Shares in FTNT Over Time

Shares Held

Position Value (USD)

Derivatives in FTNT

reported options exposure · as of Mar 31, 2026

CallValue

$1,479,132

CallShares

18,100

PutValue

$2,198,268

PutShares

26,900

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Mar 31, 2026

TWO SIGMA INVESTMENTS, LP holds $4,288,050,601 across 90 Software - Infrastructure names. FTNT ranks #11 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	6,430,502	$940,653,832
2	NET	Cloudflare, Inc.	2,819,837	$581,845,166
3	MSFT	Microsoft Corp	1,380,837	$511,144,432
4	GDDY	GoDaddy Inc.	3,519,847	$290,985,751
5	AKAM	Akamai Technologies Inc	1,811,599	$208,062,145
6	ZS	Zscaler, Inc.	1,176,095	$164,994,367
7	WIX	Wix.com Ltd.	1,815,032	$163,479,932
8	VRSN	Verisign Inc/Ca	458,482	$113,868,589

All Filings in FTNT

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39 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,198,268	26,900	-97.6%	Put	Sole	2026-05-15
2026-03-31	$91,885,886	1,124,399	+6112.1%	Shares	Sole	2026-05-15
2026-03-31	$1,479,132	18,100	-35.4%	Call	Sole	2026-05-15
2025-12-31	$2,223,480	28,000	-97.5%	Call	Sole	2026-02-17
2025-12-31	$90,684,631	1,141,980	+3248.9%	Shares	Sole	2026-02-17
2025-12-31	$2,707,881	34,100	-97.4%	Put	Sole	2026-02-17
2025-09-30	$111,272,396	1,323,411	+229.3%	Shares	Sole	2025-11-14
2025-06-30	$42,492,145	401,931	-80.8%	Shares	Sole	2025-08-14
2025-03-31	$201,964,934	2,098,119	-3.0%	Shares	Sole	2025-05-15
2024-12-31	$204,436,485	2,163,807	-31.7%	Shares	Sole	2025-02-14
2024-09-30	$245,668,318	3,167,870	-15.6%	Shares	Sole	2024-11-14
2024-06-30	$226,316,923	3,755,051	+213.1%	Shares	Sole	2024-08-14
2024-03-31	$81,912,160	1,199,124	-64.7%	Shares	Sole	2024-05-15
2023-12-31	$198,569,170	3,392,605	+10568.6%	Shares	Sole	2024-02-14
2023-09-30	$1,866,024	31,800	-92.2%	Shares	Sole	2023-11-14
2023-06-30	$30,747,744	406,770	+22.3%	Shares	Sole	2023-08-14
2023-03-31	$22,110,976	332,696	-51.0%	Shares	Sole	2023-05-15
2022-12-31	$33,196,456	679,003	-11.6%	Shares	Sole	2023-02-14
2022-06-30	$43,467,358	768,246	+7287.0%	Shares	Sole	2022-08-15
2022-03-31	$710,819	10,400	-97.7%	Shares	Sole	2022-05-16
2021-12-31	$32,150,127	447,275	+6781.2%	Shares	Sole	2022-02-14
2021-12-31	$467,220	6,500	-5.8%	Call	Sole	2022-02-14
2021-12-31	$495,972	6,900	+72.5%	Put	Sole	2022-02-14
2021-09-30	$233,632	4,000	-99.4%	Call	Sole	2021-11-15
2021-09-30	$36,988,209	633,273	+6636.9%	Shares	Sole	2021-11-15
2021-09-30	$549,035	9,400	+840.0%	Put	Sole	2021-11-15
2021-06-30	$47,638	1,000	-95.1%	Put	Sole	2021-08-16
2021-06-30	$981,342	20,600	+930.0%	Shares	Sole	2021-08-16
2021-06-30	$95,276	2,000	0.0%	Call	Sole	2021-08-16
2021-03-31	$73,768	2,000	-47.4%	Call	Sole	2021-05-17
2021-03-31	$140,159	3,800	+90.0%	Put	Sole	2021-05-17
2020-12-31	$59,412	2,000	-50.0%	Call	Sole	2021-02-16
2020-12-31	$118,824	4,000	-98.1%	Put	Sole	2021-02-16
2020-12-31	$6,382,631	214,860	-51.0%	Shares	Sole	2021-02-16
2020-09-30	$10,323,619	438,147	+2375.4%	Shares	Sole	2020-11-16
2020-09-30	$417,047	17,700	-5.9%	Call	Sole	2020-11-16
2020-09-30	$442,965	18,800	-97.0%	Put	Sole	2020-11-16
2020-06-30	$17,296,102	630,003	+700.3%	Shares	Sole	2020-08-14
2020-03-31	$1,592,860	78,722	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.