Position in FTNT
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$535,826
+$250,787 QoQ
Shares Held
3,488
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#970
of 1,560 holders
Holding Since
Dec 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, 2026Forum Financial Management, LP holds $22,241,369 across 10 Software - Infrastructure names. FTNT ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,743 | $17,436,073 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,721 | $1,717,498 | |
| 3 | ORCL |
Oracle Corp
|
7,390 | $1,083,004 | |
| 4 | FTNT |
Fortinet, Inc.
This page
|
3,488 | $535,826 | |
| 5 | NET |
Cloudflare, Inc.
|
1,498 | $367,429 | |
| 6 | PANW |
Palo Alto Networks Inc
|
1,037 | $353,637 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,426 | $241,484 | |
| 8 | VHC |
VirnetX Holding Corp
|
17,321 | $219,976 |
All Filings in FTNT
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,826 | 3,488 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $285,039 | 3,488 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $673,237 | 8,478 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $708,962 | 8,432 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $885,510 | 8,376 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $805,792 | 8,371 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $790,703 | 8,369 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $646,379 | 8,335 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $455,159 | 7,552 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $514,032 | 7,525 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $438,975 | 7,500 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $440,100 | 7,500 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $566,925 | 7,500 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $498,450 | 7,500 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $366,675 | 7,500 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $368,475 | 7,500 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $424,350 | 7,500 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $639,732 | 1,780 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||