Stephens Investment Management Group LLC
Position in FTNT — Fortinet, Inc.
CIK 1314440
LITTLE ROCK, AR
Position in FTNT
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$22,344,029
+$16,479,884 QoQ
Shares Held
145,450
+102.7% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#241
of 1,560 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 87%
None 13%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Stephens Investment Management Group LLC holds $684,206,516 across 18 Software - Infrastructure names. FTNT ranks #12 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRNS |
Varonis Systems Inc
|
2,158,912 | $90,587,947 | |
| 2 | OKTA |
Okta, Inc.
|
645,472 | $88,074,654 | |
| 3 | RBRK |
Rubrik, Inc.
|
768,696 | $61,710,914 | |
| 4 | SAIL |
SailPoint, Inc.
|
4,154,901 | $60,827,750 | |
| 5 | TOST |
Toast, Inc.
|
2,170,232 | $60,375,854 | |
| 6 | MDB |
MongoDB, Inc.
|
165,640 | $55,638,476 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
2,426,427 | $47,752,083 | |
| 8 | S |
SentinelOne, Inc.
|
2,442,034 | $41,441,316 |
All Filings in FTNT
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,344,029 | 145,450 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $5,864,145 | 71,759 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $7,182,634 | 90,450 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $8,180,227 | 97,291 | Shares | Defined | 2025-10-28 | |
| 2025-06-30 | $12,246,710 | 115,841 | Shares | Defined | 2025-07-30 | |
| 2025-03-31 | $13,723,018 | 142,562 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $12,510,947 | 132,419 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $11,677,556 | 150,581 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $20,966,667 | 347,879 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $21,195,500 | 310,284 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $23,273,166 | 397,628 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $44,693,680 | 761,651 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $56,683,202 | 749,877 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $49,029,336 | 737,727 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $44,929,974 | 914,512 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $56,968,987 | 1,006,875 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $71,078,502 | 207,990 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $73,318,678 | 204,003 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $59,863,527 | 204,984 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $51,599,576 | 216,632 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $40,175,343 | 217,847 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $31,784,380 | 213,993 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $25,419,039 | 215,763 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $35,794,937 | 260,763 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $27,346,251 | 270,300 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||