Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$373,296
+$139,087 QoQ
Shares Held
2,430
-15.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,059
of 1,557 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $6,816,700 across 36 Software - Infrastructure names. FTNT ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,690 | $5,106,643 | |
| 2 | ORCL |
Oracle Corp
|
4,318 | $632,802 | |
| 3 | FTNT |
Fortinet, Inc.
This page
|
2,430 | $373,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,792 | $341,886 | |
| 5 | PANW |
Palo Alto Networks Inc
|
671 | $228,824 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
397 | $46,317 | |
| 7 | WEX |
WEX Inc.
|
251 | $35,413 | |
| 8 | SNPS |
Synopsys Inc
|
45 | $20,073 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,296 | 2,430 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $234,209 | 2,866 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $227,589 | 2,866 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $240,973 | 2,866 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $302,993 | 2,866 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $275,881 | 2,866 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $280,511 | 2,969 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $230,788 | 2,976 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $193,165 | 3,205 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $218,933 | 3,205 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $187,588 | 3,205 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $188,069 | 3,205 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $242,265 | 3,205 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $213,004 | 3,205 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $158,794 | 3,248 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $158,689 | 3,230 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $182,753 | 3,230 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $219,055 | 641 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $239,719 | 667 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $245,605 | 841 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $200,317 | 841 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $143,663 | 779 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $85,998 | 579 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $68,211 | 579 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $67,399 | 491 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $49,674 | 491 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||