Position in FTNT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$64,820,573
+$31,904,656 QoQ
Shares Held
421,954
+4.8% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#135
of 1,568 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Wealth, LLC holds $502,315,984 across 24 Software - Infrastructure names. FTNT ranks #2 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
808,107 | $301,440,073 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
421,954 | $64,820,573 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
199,172 | $37,999,030 | |
| 4 | ORCL |
Oracle Corp
|
209,571 | $30,712,630 | |
| 5 | PANW |
Palo Alto Networks Inc
|
56,508 | $19,270,358 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
67,651 | $7,892,842 | |
| 7 | S |
SentinelOne, Inc.
|
387,500 | $6,575,875 | |
| 8 | SAIL |
SailPoint, Inc.
|
349,053 | $5,110,135 |
All Filings in FTNT
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,820,573 | 421,954 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $32,915,917 | 402,789 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,613,369 | 410,696 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $33,645,873 | 400,165 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $42,456,200 | 401,591 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $36,436,720 | 378,524 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $36,016,342 | 381,206 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,213,472 | 376,705 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $20,707,446 | 343,578 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $23,070,814 | 337,737 | Shares | Sole | 2024-05-06 | |
| 2023-09-30 | $16,050,623 | 273,528 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $15,203,341 | 201,129 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $13,110,032 | 197,262 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $9,264,655 | 189,500 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $8,904,075 | 181,235 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,141,291 | 161,564 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $10,622,646 | 31,084 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $10,742,106 | 29,889 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $8,525,523 | 29,193 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,428,268 | 14,393 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||