Position in FTNT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,586,894
+$1,229,288 QoQ
Shares Held
10,330
+136.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#679
of 1,560 holders
Holding Since
Jun 2021
21 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, 2026MISSION WEALTH MANAGEMENT, LP holds $305,477,729 across 21 Software - Infrastructure names. FTNT ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
644,605 | $240,450,557 | |
| 2 | ORCL |
Oracle Corp
|
110,951 | $16,259,869 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
268,208 | $12,792,515 | |
| 4 | PANW |
Palo Alto Networks Inc
|
31,241 | $10,653,805 | |
| 5 | AKAM |
Akamai Technologies Inc
|
42,899 | $5,071,090 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
42,339 | $4,939,691 | |
| 7 | SNPS |
Synopsys Inc
|
8,508 | $3,795,163 | |
| 8 | NET |
Cloudflare, Inc.
|
11,340 | $2,781,475 |
All Filings in FTNT
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,586,894 | 10,330 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $357,606 | 4,376 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $350,753 | 4,417 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $300,922 | 3,579 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $406,070 | 3,841 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $369,927 | 3,843 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $400,784 | 4,242 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $330,905 | 4,267 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $256,448 | 4,255 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $392,987 | 5,753 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $258,936 | 4,424 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $259,424 | 4,421 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $302,964 | 4,008 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $281,458 | 4,235 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $205,142 | 4,196 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $248,008 | 5,048 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $232,543 | 4,110 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $288,428 | 844 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $359,400 | 1,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $287,951 | 986 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $258,436 | 1,085 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||