Position in FTNT
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$473,456
+$237,531 QoQ
Shares Held
3,082
+6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,001
of 1,560 holders
Holding Since
Mar 2021
20 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, 2026Wealthspire Advisors, LLC holds $171,710,510 across 20 Software - Infrastructure names. FTNT ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
342,187 | $127,642,594 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,801 | $8,798,657 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
74,010 | $8,634,746 | |
| 4 | ORCL |
Oracle Corp
|
54,935 | $8,050,724 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
37,488 | $7,152,148 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
116,825 | $5,682,368 | |
| 7 | TWLO |
Twilio Inc
|
4,745 | $979,035 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,474 | $644,421 |
All Filings in FTNT
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $473,456 | 3,082 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $235,925 | 2,887 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,070,049 | 13,475 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $293,102 | 3,486 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $561,690 | 5,313 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $465,705 | 4,838 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $445,851 | 4,719 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $501,981 | 6,473 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $385,306 | 6,393 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $447,225 | 6,547 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $383,956 | 6,560 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $344,862 | 5,877 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $457,924 | 6,058 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $419,894 | 6,318 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $353,963 | 7,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $289,572 | 5,894 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $370,033 | 6,540 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $255,892 | 712 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $238,304 | 816 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $274,601 | 1,489 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||