Junto Capital Management LP

Position in FTNT — Fortinet, Inc.

CIK 1595880 NEW YORK, NY

Position in FTNT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$54,098,231

New position

Shares Held

661,995

first reported quarter

Ownership

0.090%

of shares outstanding

% of Portfolio

1.20%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Junto Capital Management LP holds $274,024,796 across 6 Software - Infrastructure names. FTNT ranks #2 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FFIV	F5, Inc.	354,177	$102,474,031
2	FTNT	Fortinet, Inc. This page	661,995	$54,098,231
3	CPAY	Corpay, Inc.	161,083	$46,873,542
4	SNPS	Synopsys Inc	90,296	$35,800,558
5	MSFT	Microsoft Corp	54,997	$20,358,239
6	RBRK	Rubrik, Inc.	294,470	$14,420,195

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,098,231	661,995	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.