Roundview Capital LLC

Position in FTNT — Fortinet, Inc.

CIK 1476804 PRINCETON, NJ

Position in FTNT

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

Position Value

$4,803,543

+$3,514,329 QoQ

Shares Held

31,269

+98.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#449

of 1,560 holders

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Roundview Capital LLC holds $63,916,459 across 5 Software - Infrastructure names. FTNT ranks #2 (7.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	147,038	$54,848,114
2	FTNT	Fortinet, Inc. This page	31,269	$4,803,543
3	ORCL	Oracle Corp	19,993	$2,929,974
4	PLTR	Palantir Technologies Inc.	7,523	$877,708
5	CRWD	CrowdStrike Holdings, Inc.	2,396	$457,120

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,803,543	31,269	+98.2%	Shares	Sole	2026-07-30
2026-03-31	$1,289,214	15,776	-61.7%	Shares	Sole	2026-05-08
2025-12-31	$3,273,597	41,224	-2.1%	Shares	Sole	2026-02-09
2025-09-30	$3,540,861	42,113	+4.3%	Shares	Sole	2025-11-12
2025-06-30	$4,267,916	40,370	+9.3%	Shares	Sole	2025-07-23
2025-03-31	$3,556,325	36,945	+4.1%	Shares	Sole	2025-05-06
2024-12-31	$3,354,228	35,502	-0.8%	Shares	Sole	2025-02-12
2024-09-30	$2,775,747	35,793	+8.9%	Shares	Sole	2024-11-14
2024-06-30	$1,981,014	32,869	+0.5%	Shares	Sole	2024-08-09
2024-03-31	$2,234,351	32,709	+9.9%	Shares	Sole	2024-05-06
2023-12-31	$1,742,086	29,764	+246.0%	Shares	Sole	2024-02-12
2023-06-30	$650,300	8,603	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.