Position in FTNT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,729,520
+$899,156 QoQ
Shares Held
17,768
-20.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#563
of 1,560 holders
Holding Since
Sep 2020
24 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, 2026Clearstead Advisors, LLC holds $327,702,295 across 89 Software - Infrastructure names. FTNT ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in FTNT
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,729,520 | 17,768 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,830,364 | 22,398 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $857,389 | 10,797 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $474,043 | 5,638 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,004,974 | 9,506 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $680,943 | 7,074 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $423,270 | 4,480 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $299,730 | 3,865 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $108,666 | 1,803 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $120,088 | 1,758 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $74,216 | 1,268 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $72,880 | 1,242 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $217,472 | 2,877 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $16,880 | 254 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $12,613 | 258 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,071 | 205 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,598 | 205 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $14,011 | 41 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,735 | 41 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,973 | 41 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,765 | 41 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $12,724 | 69 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,455 | 30 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,534 | 30 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||