Envestnet Portfolio Solutions, Inc.

Position in FTNT — Fortinet, Inc.

CIK 1998033 BERWYN, PA

Position in FTNT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,238,200

+$5,813,665 QoQ

Shares Held

40,608

+681.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#405

of 1,557 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $184,049,747 across 18 Software - Infrastructure names. FTNT ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	346,475	$129,242,104
2	ORCL	Oracle Corp	117,271	$17,186,065
3	PLTR	Palantir Technologies Inc.	110,588	$12,902,301
4	PANW	Palo Alto Networks Inc	24,253	$8,270,758
5	FTNT	Fortinet, Inc. This page	40,608	$6,238,200
6	MDB	MongoDB, Inc.	7,243	$2,432,923
7	NET	Cloudflare, Inc.	7,229	$1,773,129
8	CRWD	CrowdStrike Holdings, Inc.	24,420	$1,164,742

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,238,200	40,608	+681.7%	Shares	Sole	2026-07-20
2026-03-31	$424,535	5,195	-69.2%	Shares	Sole	2026-04-29
2025-12-31	$1,340,520	16,881	-4.4%	Shares	Sole	2026-02-06
2025-09-30	$1,484,936	17,661	-16.9%	Shares	Sole	2025-10-30
2025-06-30	$2,246,127	21,246	+5.7%	Shares	Sole	2025-07-25
2025-03-31	$1,934,729	20,099	-20.5%	Shares	Sole	2025-04-21
2024-12-31	$2,388,076	25,276	-10.7%	Shares	Sole	2025-02-10
2024-09-30	$2,194,277	28,295	+6.2%	Shares	Sole	2024-10-31
2024-06-30	$1,605,773	26,643	+3.6%	Shares	Sole	2024-07-16
2024-03-31	$1,756,933	25,720	-27.5%	Shares	Sole	2024-05-06
2023-12-31	$2,076,878	35,484	-16.4%	Shares	Sole	2024-02-07
2023-09-30	$2,489,675	42,428	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.