Position in FTNT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,610,356
+$2,148,697 QoQ
Shares Held
36,521
-13.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#430
of 1,567 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. FTNT ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,610,356 | 36,521 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,461,659 | 42,360 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $6,162,295 | 77,601 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,188,540 | 73,603 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $6,851,396 | 64,807 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $7,347,044 | 76,325 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,652,927 | 59,832 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,738,452 | 48,207 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $2,973,782 | 49,341 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,654,789 | 53,503 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,998,784 | 51,235 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $3,219,067 | 54,858 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,610,234 | 60,990 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,267,662 | 64,214 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,808 | 77,475 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,332,479 | 88,184 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $5,127,505 | 90,624 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,209,000 | 18,884 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $7,021,597 | 19,537 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $5,200,356 | 17,807 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $3,236,287 | 13,587 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $761,839 | 4,131 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $765,672 | 5,155 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $418,932 | 3,556 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $573,651 | 4,179 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $410,446 | 4,057 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||