Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership538,988 shares
Latest Disclosed Value $ 44,046,108
Envestnet Asset Management Inc reports 78.50% increase in ownership of FTNT / Fortinet, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 538,988 shares of Fortinet, Inc. (MX:FTNT) valued at $44,046,108 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 301,960 shares of Fortinet, Inc.. This represents a change in shares of 78.50% 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)
2026-05-04 2026-03-31 13F FORTINET COM 34959E109 538,988 237,028 78.50 44,046 83.69 0.0118
2026-02-10 2025-12-31 13F FORTINET COM 34959E109 301,960 -52,563 -14.83 23,979 -19.56 0.0071
2025-11-05 2025-09-30 13F FORTINET COM 34959E109 354,523 -294,082 -45.34 29,808 -56.53 0.0086
2025-08-01 2025-06-30 13F FORTINET COM 34959E109 648,605 44,216 7.32 68,566 17.86 0.0200
2025-04-29 2025-03-31 13F FORTINET COM 34959E109 604,389 -42,347 -6.55 58,178 -4.79 0.0188
2025-02-13 2024-12-31 13F FORTINET COM 34959E109 646,736 57,422 9.74 61,104 33.70 0.0196
2024-11-07 2024-09-30 13F FORTINET COM 34959E109 589,314 38,471 6.98 45,701 37.66 0.0148
2024-08-08 2024-06-30 13F FORTINET COM 34959E109 550,843 -299,251 -35.20 33,199 -42.83 0.0116
2024-05-13 2024-03-31 13F FORTINET COM 34959E109 850,094 -110,513 -11.50 58,070 3.28 0.0217
2024-02-13 2023-12-31 13F FORTINET COM 34959E109 960,607 -1,051,131 -52.25 56,224 -52.37 0.0233
2023-11-13 2023-09-30 13F FORTINET COM 34959E109 2,011,738 241,306 13.63 118,049 -11.79 0.0540
2023-08-04 2023-06-30 13F FORTINET COM 34959E109 1,770,432 253,574 16.72 133,827 32.75 0.0593
2023-05-11 2023-03-31 13F FORTINET COM 34959E109 1,516,858 750,757 98.00 100,810 169.16 0.0484
2023-02-07 2022-12-31 13F FORTINET COM 34959E109 766,101 137,632 21.90 37,455 21.30 0.0194
2022-11-10 2022-09-30 13F FORTINET COM 34959E109 628,469 -19,127 -2.95 30,877 -15.73 0.0176
2022-08-03 2022-06-30 13F FORTINET COM 34959E109 647,596 525,672 431.15 36,641 -12.06 0.0205
2022-05-04 2022-03-31 13F FORTINET COM 34959E109 121,924 -990 -0.81 41,666 -5.68 0.0210
2022-02-04 2021-12-31 13F FORTINET COM 34959E109 122,914 -5,425 -4.23 44,175 17.86 0.0218
2021-10-07 2021-09-30 13F FORTINET COM 34959E109 128,339 -20,592 -13.83 37,480 5.65 0.0206
2021-08-04 2021-06-30 13F FORTINET COM 34959E109 148,931 14,503 10.79 35,477 43.10 0.0201
2021-05-04 2021-03-31 13F FORTINET COM 34959E109 134,428 -70,176 -34.30 24,791 -18.42 0.0161
2021-02-02 2020-12-31 13F FORTINET COM 34959E109 204,604 15,821 8.38 30,390 36.64 0.0229
2020-10-09 2020-09-30 13F FORTINET COM 34959E109 188,783 1,021 0.54 22,241 -13.69 0.0197
2020-07-08 2020-06-30 13F FORTINET COM 34959E109 187,762 67,768 56.48 25,770 112.27 0.0252
2020-04-23 2020-03-31 13F FORTINET COM 34959E109 119,994 -12,958 -9.75 12,140 -14.47 0.0144
2020-02-11 2019-12-31 13F FORTINET COM 34959E109 132,952 -2,015 -1.49 14,194 37.01 0.0150
2019-10-17 2019-09-30 13F FORTINET COM 34959E109 134,967 45,398 50.68 10,360 50.54 0.0113
2019-08-02 2019-06-30 13F FORTINET COM 34959E109 89,569 36,607 69.12 6,882 54.76 0.0087
2019-05-10 2019-03-31 13F FORTINET COM 34959E109 52,962 -10,007 -15.89 4,447 0.27 0.0061
2019-02-12 2018-12-31 13F FORTINET COM 34959E109 62,969 62,969 4,435 0.0069
2018-11-14 2018-09-30 13F FORTINET COM 34959E109 0 -23,348 -100.00 0 -100.00
2018-08-10 2018-06-30 13F FORTINET COM 34959E109 23,348 -806 -3.34 1,457 12.16 0.0033
2018-05-09 2018-03-31 13F FORTINET COM 34959E109 24,154 -12,310 -33.76 1,299 -18.46 0.0037
2018-02-20 2017-12-31 13F FORTINET COM 34959E109 36,464 808 2.27 1,593 24.75 0.0035
2017-11-13 2017-09-30 13F FORTINET COM 34959E109 35,656 752 2.15 1,277 -2.15 0.0031
2017-08-14 2017-06-30 13F FORTINET COM 34959E109 34,904 1,022 3.02 1,305 0.77 0.0036
2017-05-09 2017-03-31 13F FORTINET COM 34959E109 33,882 6,856 25.37 1,295 59.48 0.0041
2017-02-14 2016-12-31 13F FORTINET COM 34959E109 27,026 -62,181 -69.70 812 -75.35 0.0029
2016-11-14 2016-09-30 13F FORTINET COM 34959E109 89,207 -19,526 -17.96 3,294 -4.10 0.0128
2016-08-15 2016-06-30 13F FORTINET COM 34959E109 108,733 -5,189 -4.55 3,435 -1.55 0.0137
2016-05-16 2016-03-31 13F FORTINET COM 34959E109 113,922 54,722 92.44 3,489 89.11 0.0150
2016-02-16 2015-12-31 13F FORTINET COM 34959E109 59,200 2,284 4.01 1,845 -23.70 0.0084
2015-11-13 2015-09-30 13F FORTINET COM 34959E109 56,916 23,009 67.86 2,418 72.59 0.0120
2015-08-13 2015-06-30 13F FORTINET COM 34959E109 33,907 -24,193 -41.64 1,401 -31.02 0.0067
2015-05-15 2015-03-31 13F FORTINET COM 34959E109 58,100 56,769 4,265.14 2,031 4,853.66 0.0105
2015-02-12 2014-12-31 13F Fortinet COM 34959E109 1,331 -71 -5.06 41 17.14 0.0004
2014-11-13 2014-09-30 13F Fortinet COM 34959E109 1,402 -563 -28.65 35 -28.57 0.0004
2014-08-14 2014-06-30 13F * FORTINET COM 34959E109 1,965 188 10.58 49 25.64 0.0005
2014-05-12 2014-03-31 13F Fortinet COM 34959E109 1,777 1,636 1,160.28 39 1,200.00 0.0004
2014-02-12 2013-12-31 13F Fortinet COM 34959E109 141 -79 -35.91 3 -25.00 0.0000
2013-11-12 2013-09-30 13F Fortinet COM 34959E109 220 16 7.84 4 0.00 0.0000
2013-08-09 2013-06-30 13F Fortinet COM 34959E109 204 204 4 0.0001
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.