Convergence Investment Partners, LLC

Position in FTNT — Fortinet, Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in FTNT

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$9,073,872

+$4,499,350 QoQ

Shares Held

59,067

+5.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#344

of 1,560 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $46,809,447 across 9 Software - Infrastructure names. FTNT ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TDC	Teradata Corp /De/	263,483	$9,129,685
2	FTNT	Fortinet, Inc. This page	59,067	$9,073,872
3	VRSN	Verisign Inc/Ca	30,870	$7,765,657
4	DBX	Dropbox, Inc.	199,056	$5,468,068
5	MSFT	Microsoft Corp	14,219	$5,303,971
6	GDDY	GoDaddy Inc.	59,366	$5,038,986
7	NTAP	NetApp, Inc.	16,445	$2,545,028
8	PATH	UiPath, Inc.	206,344	$2,242,959

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,073,872	59,067	+5.5%	Shares	Sole	2026-07-31
2026-03-31	$4,574,522	55,978	+232.8%	Shares	Sole	2026-05-07
2025-06-30	$1,778,104	16,819	+119.9%	Shares	Sole	2025-08-01
2025-03-31	$736,292	7,649	-67.3%	Shares	Sole	2025-05-06
2024-12-31	$2,208,092	23,371	+459.1%	Shares	Sole	2025-01-31
2023-09-30	$245,282	4,180	-56.1%	Shares	Sole	2023-11-02
2023-06-30	$719,692	9,521	+113.7%	Shares	Sole	2023-07-26
2023-03-31	$296,079	4,455	-59.7%	Shares	Sole	2023-05-09
2020-09-30	$1,302,389	11,055	+8.0%	Shares	Sole	2020-10-28
2020-06-30	$1,405,644	10,240	+5.9%	Shares	Sole	2020-07-30
2020-03-31	$978,212	9,669	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.