Position in FTNT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,437,180
+$1,235,979 QoQ
Shares Held
15,865
+7.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#587
of 1,557 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 11%
Shared 89%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $163,425,007 across 35 Software - Infrastructure names. FTNT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,967 | $100,703,089 | |
| 2 | PANW |
Palo Alto Networks Inc
|
59,279 | $20,215,323 | |
| 3 | ORCL |
Oracle Corp
|
95,018 | $13,924,887 | |
| 4 | NTAP |
NetApp, Inc.
|
29,337 | $4,540,193 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
35,526 | $4,144,817 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
15,865 | $2,437,180 | |
| 7 | TWLO |
Twilio Inc
|
10,546 | $2,175,955 | |
| 8 | FFIV |
F5, Inc.
|
3,147 | $1,309,025 |
All Filings in FTNT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,437,180 | 15,865 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,201,201 | 14,699 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $560,554 | 7,059 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $586,794 | 6,979 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $739,087 | 6,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $691,434 | 7,183 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $589,555 | 6,240 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $474,295 | 6,116 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $396,034 | 6,571 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $424,273 | 6,211 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $352,760 | 6,027 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $463,160 | 7,893 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $612,732 | 8,106 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $511,408 | 7,695 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $319,397 | 6,533 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $248,892 | 5,066 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $244,707 | 4,325 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $294,921 | 863 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $294,708 | 820 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $234,800 | 804 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||