Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$112,124,933
+$44,385,346 QoQ
Shares Held
729,885
-11.9% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
5.04%
of 13F equity value
Holder Rank
#88
of 1,560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AMERICAN CAPITAL MANAGEMENT INC holds $475,589,735 across 8 Software - Infrastructure names. FTNT ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
|
572,934 | $195,381,952 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
729,885 | $112,124,933 | |
| 3 | VRNS |
Varonis Systems Inc
|
2,241,704 | $94,061,899 | |
| 4 | CGNT |
Cognyte Software Ltd.
|
6,183,567 | $54,291,718 | |
| 5 | RAMP |
LiveRamp Holdings, Inc.
|
246,042 | $9,261,020 | |
| 6 | SNPS |
Synopsys Inc
|
19,196 | $8,562,759 | |
| 7 | QLYS |
Qualys, Inc.
|
7,125 | $979,616 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
18,410 | $925,838 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,124,933 | 729,885 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $67,739,587 | 828,923 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $73,514,045 | 925,753 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $80,999,140 | 963,358 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $106,932,714 | 1,011,471 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $123,859,667 | 1,286,720 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $140,882,718 | 1,491,138 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $143,301,930 | 1,847,865 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $141,199,471 | 2,342,782 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $160,989,934 | 2,356,755 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $139,421,913 | 2,382,059 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $141,604,170 | 2,413,159 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $204,562,565 | 2,706,212 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $226,487,372 | 3,407,875 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $174,304,583 | 3,565,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $176,831,250 | 3,599,252 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $209,597,271 | 3,704,441 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $266,839,818 | 780,827 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $306,315,901 | 852,298 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $254,511,983 | 871,497 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $221,029,363 | 927,954 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $173,109,336 | 938,669 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $141,876,450 | 955,204 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $112,784,814 | 957,345 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $136,909,666 | 997,375 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $104,484,329 | 1,032,760 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||