Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$429,367
-$269,396 QoQ
Shares Held
2,795
-77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,008
of 1,534 holders
Holding Since
Mar 2021
7 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, 2026Perennial Investment Advisors, LLC holds $28,494,362 across 11 Software - Infrastructure names. FTNT ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,244 | $13,892,756 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
47,089 | $5,493,873 | |
| 3 | PANW |
Palo Alto Networks Inc
|
8,885 | $3,029,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
3,795 | $2,896,116 | |
| 5 | ORCL |
Oracle Corp
|
10,982 | $1,609,412 | |
| 6 | FTNT |
Fortinet, Inc.
This page
|
2,795 | $429,367 | |
| 7 | CRWV |
CoreWeave, Inc.
|
3,362 | $334,653 | |
| 8 | TWLO |
Twilio Inc
|
1,494 | $308,257 |
All Filings in FTNT
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $429,367 | 2,795 | Shares | Sole | 2026-08-14 | |
| 2022-06-30 | $698,763 | 12,350 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $334,905 | 980 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $399,652 | 1,112 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $353,368 | 1,210 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $223,898 | 940 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $296,916 | 1,610 | Shares | Sole | 2021-04-29 | |
| No filing history on record for this holder in this stock. | ||||||