Position in FTNT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$851,515
+$495,216 QoQ
Shares Held
5,543
+27.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#831
of 1,560 holders
Holding Since
Jun 2021
18 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, 2026OneDigital Investment Advisors LLC holds $133,563,791 across 25 Software - Infrastructure names. FTNT ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,371 | $88,171,110 | |
| 2 | PANW |
Palo Alto Networks Inc
|
25,037 | $8,538,117 | |
| 3 | IOT |
Samsara Inc.
|
247,355 | $8,021,722 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
38,592 | $7,362,774 | |
| 5 | ORCL |
Oracle Corp
|
34,667 | $5,080,448 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
37,255 | $4,346,540 | |
| 7 | FLYW |
Flywire Corp
|
78,218 | $1,374,290 | |
| 8 | NET |
Cloudflare, Inc.
|
5,015 | $1,230,079 |
All Filings in FTNT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,515 | 5,543 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $356,299 | 4,360 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $418,808 | 5,274 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $460,926 | 5,482 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $670,476 | 6,342 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $619,721 | 6,438 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $504,428 | 5,339 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $293,294 | 3,782 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $219,443 | 3,641 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $223,305 | 3,269 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $284,748 | 4,865 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $255,434 | 4,353 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $263,582 | 5,365 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,785,947 | 31,565 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,980,998 | 8,723 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,182,487 | 8,855 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $2,375,453 | 8,134 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $203,176 | 853 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||