Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,145,983
+$1,352,394 QoQ
Shares Held
20,479
-6.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#536
of 1,560 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $251,787,129 across 32 Software - Infrastructure names. FTNT ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
402,976 | $150,318,107 | |
| 2 | ORCL |
Oracle Corp
|
145,669 | $21,347,791 | |
| 3 | PANW |
Palo Alto Networks Inc
|
45,648 | $15,566,880 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
89,468 | $10,438,231 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
46,952 | $8,957,737 | |
| 6 | NET |
Cloudflare, Inc.
|
26,663 | $6,539,900 | |
| 7 | SNPS |
Synopsys Inc
|
11,210 | $5,000,444 | |
| 8 | VRSN |
Verisign Inc/Ca
|
18,538 | $4,663,419 |
All Filings in FTNT
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,145,983 | 20,479 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,793,589 | 21,948 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,715,097 | 21,598 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,136,015 | 37,298 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $2,211,284 | 22,972 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,152,939 | 12,203 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $964,877 | 12,442 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $724,807 | 12,026 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,562,796 | 22,878 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,034,034 | 34,752 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $2,381,879 | 40,591 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,016,494 | 39,906 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $4,362,567 | 65,642 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $3,989,521 | 81,602 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,114,686 | 83,751 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,788,982 | 102,315 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $7,170,388 | 20,982 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,926,567 | 22,055 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,258,362 | 24,854 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,919,974 | 24,854 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,189,618 | 11,873 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,499,663 | 23,562 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,465,674 | 12,441 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||