Corient IA LLC

Position in FTNT — Fortinet, Inc.

CIK 2058426 MIAMI, FL

Position in FTNT

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$867,953

+$406,235 QoQ

Shares Held

5,650

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.14%

of 13F equity value

Holder Rank

#826

of 1,560 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Corient IA LLC holds $5,335,140 across 6 Software - Infrastructure names. FTNT ranks #3 (16.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc	7,910	$2,697,468
2	MSFT	Microsoft Corp	3,250	$1,212,315
3	FTNT	Fortinet, Inc. This page	5,650	$867,953
4	FFIV	F5, Inc.	630	$262,054
5	XYZ	Block, Inc.	2,030	$154,280
6	IOT	Samsara Inc.	4,350	$141,070

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$867,953	5,650	0.0%	Shares	Sole	2026-08-12
2026-03-31	$461,718	5,650	-19.3%	Shares	Sole	2026-05-14
2025-12-31	$555,870	7,000	0.0%	Shares	Sole	2026-02-13
2025-09-30	$588,560	7,000	0.0%	Shares	Sole	2025-11-12
2025-06-30	$740,040	7,000	0.0%	Shares	Sole	2025-08-14
2025-03-31	$673,820	7,000	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.