Position in FTNT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$393,964,020
+$144,531,454 QoQ
Shares Held
2,564,536
-16.0% QoQ
Ownership
0.350%
of shares outstanding
% of Portfolio
1.42%
of 13F equity value
Holder Rank
#35
of 1,560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in FTNT Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $2,464,904,588 across 33 Software - Infrastructure names. FTNT ranks #2 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,737,693 | $648,194,242 | |
| 2 | FTNT |
Fortinet, Inc.
This page
|
2,564,536 | $393,964,020 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,928,504 | $367,929,635 | |
| 4 | VRSN |
Verisign Inc/Ca
|
921,158 | $231,726,506 | |
| 5 | SNPS |
Synopsys Inc
|
448,092 | $199,880,398 | |
| 6 | VRNS |
Varonis Systems Inc
|
3,331,623 | $139,794,901 | |
| 7 | DBX |
Dropbox, Inc.
|
4,356,717 | $119,679,015 | |
| 8 | NTNX |
Nutanix, Inc.
|
1,962,593 | $100,013,739 |
All Filings in FTNT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,964,020 | 2,564,536 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $249,432,566 | 3,052,283 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $231,714,568 | 2,917,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $175,604,863 | 2,088,545 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $195,741,108 | 1,851,505 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,076,978 | 104,685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,345,040 | 88,326 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $81,216,486 | 1,047,279 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $257,886,048 | 4,278,846 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $273,022,910 | 3,996,822 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $217,350,159 | 3,713,483 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $188,708,659 | 3,215,894 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $243,892,268 | 3,226,515 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $196,570,403 | 2,957,725 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $134,628,197 | 2,753,696 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $109,581,222 | 2,230,434 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $96,442,873 | 1,704,540 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $120,205,678 | 351,746 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $135,946,284 | 378,259 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $127,134,649 | 435,333 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $68,029,684 | 285,611 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $81,153,652 | 440,048 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $78,759,814 | 530,262 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $64,736,830 | 549,502 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $74,558,337 | 543,151 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $57,825,939 | 571,572 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||