Modera Wealth Management, LLC

Position in FTNT — Fortinet, Inc.

CIK 1542143 WESTWOOD, NJ

Position in FTNT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$14,221,832

+$6,381,534 QoQ

Shares Held

92,578

-3.5% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#292

of 1,560 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Modera Wealth Management, LLC holds $173,199,316 across 11 Software - Infrastructure names. FTNT ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	371,417	$138,545,969
2	FTNT	Fortinet, Inc. This page	92,578	$14,221,832
3	ORCL	Oracle Corp	96,055	$14,076,860
4	PLTR	Palantir Technologies Inc.	20,906	$2,439,103
5	CRWD	CrowdStrike Holdings, Inc.	12,328	$2,351,997
6	VRSN	Verisign Inc/Ca	1,661	$417,841
7	PANW	Palo Alto Networks Inc	1,124	$383,306
8	NET	Cloudflare, Inc.	1,236	$303,166

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,221,832	92,578	-3.5%	Shares	Sole	2026-08-03
2026-03-31	$7,840,298	95,941	-2.2%	Shares	Sole	2026-05-06
2025-12-31	$7,792,662	98,132	-1.1%	Shares	Sole	2026-01-21
2025-09-30	$8,345,612	99,258	-4.0%	Shares	Sole	2025-10-31
2025-06-30	$10,934,408	103,428	+4.5%	Shares	Sole	2025-08-06
2025-03-31	$9,530,702	99,010	-2.6%	Shares	Sole	2025-05-08
2024-12-31	$9,600,868	101,618	+4.3%	Shares	Sole	2025-02-06
2024-09-30	$7,557,867	97,458	+2.9%	Shares	Sole	2024-10-24
2024-06-30	$5,706,062	94,675	+9.8%	Shares	Sole	2024-07-29
2024-03-31	$5,887,638	86,190	+4.2%	Shares	Sole	2024-05-14
2023-12-31	$4,840,899	82,708	+6.9%	Shares	Sole	2024-02-14
2023-09-30	$4,539,719	77,364	+9.1%	Shares	Sole	2023-11-30
2023-06-30	$5,362,354	70,940	+6166.8%	Shares	Sole	2023-08-07
2021-12-31	$406,840	1,132	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.