Position in FTNT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,343,647
+$32,658 QoQ
Shares Held
28,679
-1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Choate Investment Advisors holds $135,304,580 across 13 Software - Infrastructure names. FTNT ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
324,686 | $120,189,016 | |
| 2 | ORCL |
Oracle Corp
|
30,332 | $4,462,140 | |
| 3 | PANW |
Palo Alto Networks Inc
|
16,235 | $2,602,795 | |
| 4 | FTNT |
Fortinet, Inc.
This page
|
28,679 | $2,343,647 | |
| 5 | PRGS |
Progress Software Corp /Ma
|
61,948 | $1,588,966 | |
| 6 | CPAY |
Corpay, Inc.
|
4,511 | $1,312,655 | |
| 7 | IOT |
Samsara Inc.
|
25,946 | $822,228 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
3,249 | $475,263 |
All Filings in FTNT
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,343,647 | 28,679 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,310,989 | 29,102 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $606,384 | 7,212 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $437,892 | 4,142 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $397,072 | 4,125 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $389,730 | 4,125 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $292,828 | 3,776 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $222,094 | 3,685 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $261,422 | 3,827 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $242,431 | 4,142 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||