Position in FTNT
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,396,625
+$1,002,155 QoQ
Shares Held
15,601
-8.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
4.29%
of 13F equity value
Holder Rank
#594
of 1,560 holders
Holding Since
Dec 2023
11 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, 2026ACCESS FINANCIAL SERVICES, INC. holds $6,300,652 across 2 Software - Infrastructure names. FTNT ranks #2 (38.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,466 | $3,904,027 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
15,601 | $2,396,625 |
All Filings in FTNT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,396,625 | 15,601 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,394,470 | 17,064 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,399,601 | 17,625 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,478,967 | 17,590 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,878,432 | 17,768 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,710,347 | 17,768 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,266,764 | 23,992 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,950,847 | 25,156 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,555,387 | 25,807 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,457,940 | 21,343 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,245,576 | 21,281 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||