Position in FTNT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$67,162,202
+$34,452,465 QoQ
Shares Held
437,197
+9.2% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#130
of 1,560 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)
Derivatives in FTNT
reported options exposure · as of Mar 31, 2021CallValue
$55,326
CallShares
1,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. FTNT ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in FTNT
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,162,202 | 437,197 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $32,709,737 | 400,266 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $30,739,849 | 387,103 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $30,134,271 | 358,400 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $30,161,598 | 285,297 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $28,183,483 | 292,785 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $22,807,376 | 241,399 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,086,758 | 104,278 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $9,846,126 | 163,367 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $10,451,566 | 153,002 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,701,420 | 148,666 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,764,629 | 115,280 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,724,354 | 75,729 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,702,552 | 55,711 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,576,551 | 52,701 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,242,538 | 45,645 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,796,523 | 49,426 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,126,579 | 9,149 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,374,047 | 9,388 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,705,750 | 9,265 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,242,797 | 9,416 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $55,326 | 300 | Call | Sole | 2021-04-30 | |
| 2021-03-31 | $2,194,966 | 11,902 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,989,113 | 13,392 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $877,213 | 7,446 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,745,799 | 12,718 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $589,517 | 5,827 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||