Position in FTNT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,793,886
+$2,436,280 QoQ
Shares Held
18,187
+315.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#561
of 1,560 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $969,757,045 across 71 Software - Infrastructure names. FTNT ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,661,376 | $619,726,475 | |
| 2 | PANW |
Palo Alto Networks Inc
|
467,364 | $159,380,471 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
548,759 | $64,023,712 | |
| 4 | ORCL |
Oracle Corp
|
409,753 | $60,049,302 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
116,140 | $22,157,769 | |
| 6 | CRWV |
CoreWeave, Inc.
|
77,332 | $7,697,627 | |
| 7 | NET |
Cloudflare, Inc.
|
28,475 | $6,984,348 | |
| 8 | SNPS |
Synopsys Inc
|
8,556 | $3,816,574 |
All Filings in FTNT
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,793,886 | 18,187 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $357,606 | 4,376 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $4,097,000 | 51,593 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,045,004 | 48,109 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $5,122,979 | 48,458 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,304,792 | 55,109 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,974,324 | 31,481 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,622,268 | 20,919 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,306,834 | 21,683 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,018,287 | 29,546 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,125,516 | 36,315 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,861,764 | 48,769 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,771,507 | 36,665 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $781,702 | 11,762 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,155,564 | 23,636 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,003,922 | 20,434 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,572,188 | 27,787 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $6,764,267 | 18,821 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $5,140,780 | 17,603 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,692,023 | 11,302 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,440,504 | 7,811 | Shares | Sole | 2021-04-26 | |
| 2020-03-31 | $550,364 | 5,440 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||