Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionCongress Asset Management Co /ma
Latest Disclosed Ownership48,388 shares
Latest Disclosed Value $ 3,954,267
Congress Asset Management Co /ma reports 6.38% decrease in ownership of FTNT / Fortinet, Inc.

On April 14, 2026 - Congress Asset Management Co /ma filed a 13F-HR form disclosing ownership of 48,388 shares of Fortinet, Inc. (MX:FTNT) valued at $3,954,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 51,683 shares of Fortinet, Inc.. This represents a change in shares of -6.38% 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)
2026-04-14 2026-03-31 13F Fortinet COM 34959E109 48,388 -3,295 -6.38 3,954 -3.65 0.0283
2026-01-09 2025-12-31 13F Fortinet COM 34959E109 51,683 -194,779 -79.03 4,104 -80.19 0.0289
2025-10-10 2025-09-30 13F Fortinet COM 34959E109 246,462 -17,198 -6.52 20,723 -25.66 0.1379
2025-07-16 2025-06-30 13F Fortinet COM 34959E109 263,660 -8,762 -3.22 27,874 6.30 0.1912
2025-04-11 2025-03-31 13F Fortinet Inc Com COM 34959E109 272,422 -5,289 -1.90 26,223 -0.06 0.1962
2025-01-30 2024-12-31 13F Fortinet Inc Com COM 34959E109 277,711 -14,206 -4.87 26,238 15.90 0.1773
2024-10-28 2024-09-30 13F Fortinet Inc Com COM 34959E109 291,917 41,020 16.35 22,638 49.71 0.1543
2024-08-02 2024-06-30 13F Fortinet Inc Com COM 34959E109 250,897 -2,456 -0.97 15,122 -12.63 0.1084
2024-04-11 2024-03-31 13F Fortinet Inc Com COM 34959E109 253,353 -4,817 -1.87 17,307 14.53 0.1234
2024-03-04 2023-12-31 13F Fortinet Inc Com COM 34959E109 258,170 -8,853 -3.32 15,111 -3.56 0.1189
2023-11-01 2023-09-30 13F Fortinet COM 34959E109 267,023 5,852 2.24 15,669 -20.63 0.1386
2023-07-27 2023-06-30 13F Fortinet COM 34959E109 261,171 -1,658 -0.63 19,742 13.02 0.1715
2023-04-21 2023-03-31 13F Fortinet COM 34959E109 262,829 5,436 2.11 17,468 38.81 0.1628
2023-01-18 2022-12-31 13F Fortinet COM 34959E109 257,393 -13,656 -5.04 12,584 -5.51 0.1262
2022-11-08 2022-09-30 13F Fortinet COM 34959E109 271,049 -53,759 -16.55 13,317 -27.54 0.1428
2022-08-02 2022-06-30 13F Fortinet COM 34959E109 324,808 287,740 776.25 18,378 45.07 0.1759
2022-04-20 2022-03-31 13F Fortinet COM 34959E109 37,068 -7,633 -17.08 12,668 -21.15 0.1077
2022-01-28 2021-12-31 13F Fortinet COM 34959E109 44,701 -5,838 -11.55 16,066 8.86 0.1223
2021-11-08 2021-09-30 13F Fortinet COM 34959E109 50,539 -674,537 -93.03 14,759 -91.45 0.1152
2021-08-05 2021-06-30 13F Fortinet COM 34959E109 725,076 -66,612 -8.41 172,706 18.29 1.4445
2021-05-05 2021-03-31 13F Fortinet COM 34959E109 791,688 -33,997 -4.12 146,003 19.05 1.3185
2021-01-26 2020-12-31 13F Fortinet COM 34959E109 825,685 29,770 3.74 122,639 30.79 1.1551
2020-11-03 2020-09-30 13F Fortinet COM 34959E109 795,915 37,771 4.98 93,767 -9.90 1.0153
2020-07-23 2020-06-30 13F Fortinet COM 34959E109 758,144 689,511 1,004.63 104,070 1,398.70 1.2368
2020-04-21 2020-03-31 13F Fortinet COM 34959E109 68,633 -15,310 -18.24 6,944 -22.52 0.1058
2020-02-10 2019-12-31 13F Fortinet COM 34959E109 83,943 -3,627 -4.14 8,962 33.32 0.1091
2019-11-01 2019-09-30 13F Fortinet COM 34959E109 87,570 -14,663 -14.34 6,722 -14.42 0.0865
2019-08-07 2019-06-30 13F Fortinet COM 34959E109 102,233 -2,581 -2.46 7,855 -10.75 0.0997
2019-05-08 2019-03-31 13F Fortinet COM 34959E109 104,814 -25,337 -19.47 8,801 -3.99 0.1151
2019-01-25 2018-12-31 13F Fortinet COM 34959E109 130,151 -24,155 -15.65 9,167 -35.62 0.1379
2018-10-26 2018-09-30 13F Fortinet COM 34959E109 154,306 -12,288 -7.38 14,238 36.90 0.1842
2018-07-25 2018-06-30 13F Fortinet COM 34959E109 166,594 11,129 7.16 10,400 24.85 0.1432
2018-05-11 2018-03-31 13F Fortinet COM 34959E109 155,465 155,465 8,330 0.1172
2016-11-14 2016-09-30 13F Fortinet COM 34959E109 0 -16,000 -100.00 0 -100.00
2016-08-04 2016-06-30 13F Fortinet COM 34959E109 16,000 0 0.00 505 3.06 0.0117
2016-05-09 2016-03-31 13F Fortinet COM 34959E109 16,000 -6,449 -28.73 490 -30.00 0.0119
2016-01-26 2015-12-31 13F Fortinet COM 34959E109 22,449 -1,829 -7.53 700 -32.10 0.0174
2015-11-16 2015-09-30 13F Fortinet COM 34959E109 24,278 -10,045 -29.27 1,031 -27.34 0.0265
2015-08-14 2015-06-30 13F Fortinet COM 34959E109 34,323 -2,052,983 -98.36 1,419 -98.05 0.0408
2015-05-12 2015-03-31 13F Fortinet COM 34959E109 2,087,306 2,087,306 0.00 72,951 1.7504
2015-02-05 2014-12-31 13F Fortinet COM 34959E109 0 -2,375,869 -100.00 0 -100.00
2014-11-12 2014-09-30 13F Fortinet COM 34959E109 2,375,869 -110,365 -4.44 60,026 -3.93 1.5387
2014-08-12 2014-06-30 13F Fortinet COM 34959E109 2,486,234 -209,704 -7.78 62,479 5.20 1.5875
2014-05-14 2014-03-31 13F Fortinet COM 34959E109 2,695,938 2,695,938 59,392 1.4866
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.