Position in FTNT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,015,253
+$1,292,514 QoQ
Shares Held
19,628
-6.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#548
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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gradient Investments LLC holds $215,275,666 across 11 Software - Infrastructure names. FTNT ranks #6 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
304,934 | $113,746,480 | |
| 2 | PANW |
Palo Alto Networks Inc
|
175,216 | $59,752,160 | |
| 3 | SNPS |
Synopsys Inc
|
42,230 | $18,837,536 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
175,456 | $8,368,593 | |
| 5 | OKTA |
Okta, Inc.
|
23,481 | $3,203,982 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
19,628 | $3,015,253 | |
| 7 | MDB |
MongoDB, Inc.
|
6,769 | $2,273,707 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,717 | $2,197,115 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,015,253 | 19,628 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,722,739 | 21,081 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,717,717 | 21,631 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,765,932 | 21,003 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $2,289,578 | 21,657 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $2,528,750 | 26,270 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,808,701 | 29,728 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,493,542 | 32,154 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,297,130 | 71,298 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $4,551,085 | 66,624 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $4,551,878 | 77,770 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,345,288 | 57,009 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,170,149 | 55,168 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $863 | 13 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $3,813 | 78 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $6,779 | 138 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $848 | 15 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,025 | 3 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $2,515 | 7 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,044 | 7 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $714 | 3 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $14,200 | 77 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $11,436 | 77 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $9,071 | 77 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $7,824 | 57 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $303 | 3 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||