Position in FTNT
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,770,136
+$99,383 QoQ
Shares Held
21,661
+9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.20313004939753473.ToString("F0")%
Shared 0.ToString("F0")%
None 99.79686995060246.ToString("F0")%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Allworth Financial LP holds $272,227,276 across 106 Software - Infrastructure names. FTNT ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
475,497 | $176,014,724 | |
| 2 | ORCL |
Oracle Corp
|
335,506 | $49,356,287 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
146,574 | $21,440,844 | |
| 4 | PANW |
Palo Alto Networks Inc
|
50,308 | $8,065,378 | |
| 5 | SNPS |
Synopsys Inc
|
7,696 | $3,051,310 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
21,661 | $1,770,136 | |
| 7 | NTAP |
NetApp, Inc.
|
15,799 | $1,617,659 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,002 | $1,171,425 |
All Filings in FTNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,770,136 | 21,661 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $1,670,753 | 19,871 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $1,980,347 | 18,732 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $571,110 | 5,933 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $551,479 | 5,837 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $427,145 | 5,508 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $325,759 | 5,405 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $390,869 | 5,722 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $153,524 | 2,623 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $152,333 | 2,596 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $196,987 | 2,606 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $174,523 | 2,626 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $123,153 | 2,519 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $103,959 | 2,116 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $147,673 | 2,610 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $28,432 | 416 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $31,986 | 445 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $22,545 | 386 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $16,292 | 342 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $12,614 | 342 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $10,159 | 342 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $8,058 | 342 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,389 | 342 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $7,122 | 352 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||