Sage Mountain Advisors LLC

Position in FTNT — Fortinet, Inc.

CIK 1832274 ATLANTA, GA

Position in FTNT

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$6,532,997

+$3,076,241 QoQ

Shares Held

42,527

+0.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.23%

of 13F equity value

Holder Rank

#401

of 1,560 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sage Mountain Advisors LLC holds $12,339,210 across 6 Software - Infrastructure names. FTNT ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc. This page	42,527	$6,532,997
2	MSFT	Microsoft Corp	8,871	$3,309,060
3	PAYO	Payoneer Global Inc.	257,283	$1,831,854
4	PANW	Palo Alto Networks Inc	731	$249,285
5	ORCL	Oracle Corp	1,432	$209,859
6	PLTR	Palantir Technologies Inc.	1,767	$206,155

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,532,997	42,527	+0.5%	Shares	Sole	2026-08-05
2026-03-31	$3,456,756	42,300	-38.1%	Shares	Sole	2026-05-11
2025-12-31	$5,429,341	68,371	-0.4%	Shares	Sole	2026-01-23
2025-09-30	$5,769,990	68,625	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$7,259,792	68,670	-0.4%	Shares	Sole	2025-07-31
2025-03-31	$6,636,741	68,946	+0.7%	Shares	Sole	2025-05-02
2024-12-31	$6,466,967	68,448	-0.4%	Shares	Sole	2025-02-07
2024-09-30	$5,330,321	68,734	+1.0%	Shares	Sole	2024-10-29
2024-06-30	$4,102,639	68,071	+2.9%	Shares	Sole	2024-07-31
2024-03-31	$4,520,345	66,174	-1.3%	Shares	Sole	2024-04-23
2023-12-31	$3,925,548	67,069	+1.5%	Shares	Sole	2024-02-01
2023-09-30	$3,878,395	66,094	-0.6%	Shares	Sole	2023-10-25
2023-06-30	$5,025,752	66,487	+0.2%	Shares	Sole	2023-07-24
2023-03-31	$4,409,288	66,345	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.