Convergence Investment Partners, LLC

Position in FTNT — Fortinet, Inc.

CIK 1456133 PALM BEACH GARDENS, FL

Position in FTNT

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$4,574,522

+$2,796,418 QoQ

Shares Held

55,978

+232.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Convergence Investment Partners, LLC holds $35,048,446 across 10 Software - Infrastructure names. FTNT ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	24,127	$8,931,091
2	VRSN	Verisign Inc/Ca	21,461	$5,330,053
3	FTNT	Fortinet, Inc. This page	55,978	$4,574,522
4	PATH	UiPath, Inc.	396,363	$4,399,629
5	TDC	Teradata Corp /De/	167,347	$4,289,103
6	DBX	Dropbox, Inc.	92,775	$2,107,848
7	PANW	Palo Alto Networks Inc	12,721	$2,039,430
8	NTAP	NetApp, Inc.	16,618	$1,701,517

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$260,477	11,055	+8.0%	Shares	Sole	2020-10-28
2020-06-30	$281,128	10,240	+5.9%	Shares	Sole	2020-07-30
2020-03-31	$195,642	9,669	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.