Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionBarlow Wealth Partners, Inc.
Latest Disclosed Ownership161,271 shares
Latest Disclosed Value $ 13,198,451
Barlow Wealth Partners, Inc. reports 11.56% decrease in ownership of FTNT / Fortinet, Inc.

On April 21, 2026 - Barlow Wealth Partners, Inc. filed a 13F-HR form disclosing ownership of 161,271 shares of Fortinet, Inc. (MX:FTNT) valued at $13,198,451 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 182,342 shares of Fortinet, Inc.. This represents a change in shares of -11.56% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F FORTINET COM 34959E109 161,271 -21,071 -11.56 13,198 -8.63 1.4665
2026-01-15 2025-12-31 13F FORTINET COM 34959E109 182,342 -1,620 -0.88 14,445 -7.25 1.5591
2025-11-03 2025-09-30 13F FORTINET COM 34959E109 183,962 5,278 2.95 15,574 -14.72 1.7331
2025-07-29 2025-06-30 13F FORTINET COM 34959E109 178,684 1,629 0.92 18,263 1.33 2.1855
2025-04-28 2025-03-31 13F FORTINET COM 34959E109 177,055 2,078 1.19 18,024 10.69 2.3671
2025-01-17 2024-12-31 13F FORTINET COM 34959E109 174,977 6,851 4.07 16,283 25.00 2.0607
2024-10-08 2024-09-30 13F FORTINET COM 34959E109 168,126 3,024 1.83 13,026 39.30 1.7029
2024-07-31 2024-06-30 13F FORTINET COM 34959E109 165,102 1,344 0.82 9,351 -14.06 1.2945
2024-04-18 2024-03-31 13F FORTINET COM 34959E109 163,758 7,955 5.11 10,882 19.32 1.4811
2024-02-06 2023-12-31 13F FORTINET COM 34959E109 155,803 155,803 9,119 1.2962
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.