Applied Finance Capital Management, LLC

Position in FTNT — Fortinet, Inc.

CIK 1966007 SAN JUAN, PR

Position in FTNT

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$822,635

+$9,195 QoQ

Shares Held

5,355

-46.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#841

of 1,560 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Applied Finance Capital Management, LLC holds $78,209,780 across 4 Software - Infrastructure names. FTNT ranks #3 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	141,576	$52,810,679
2	ORCL	Oracle Corp	164,825	$24,155,103
3	FTNT	Fortinet, Inc. This page	5,355	$822,635
4	VRSN	Verisign Inc/Ca	1,675	$421,363

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$822,635	5,355	-46.2%	Shares	Sole	2026-07-28
2026-03-31	$813,440	9,954	+0.9%	Shares	Sole	2026-05-04
2025-12-31	$783,776	9,870	+8.9%	Shares	Sole	2026-02-05
2025-09-30	$762,017	9,063	-14.5%	Shares	Sole	2025-11-06
2025-06-30	$1,120,632	10,600	+4.6%	Shares	Sole	2025-07-29
2025-03-31	$975,787	10,137	-2.4%	Shares	Sole	2025-05-07
2024-12-31	$980,891	10,382	-2.1%	Shares	Sole	2025-02-13
2024-06-30	$639,042	10,603	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.