Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionGlobal Financial Private Client, LLC
Latest Disclosed Ownership15,173 shares
Latest Disclosed Value $ 1,239,938
Global Financial Private Client, LLC reports 18.54% increase in ownership of FTNT / Fortinet, Inc.

On April 20, 2026 - Global Financial Private Client, LLC filed a 13F-HR form disclosing ownership of 15,173 shares of Fortinet, Inc. (MX:FTNT) valued at $1,239,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 12,800 shares of Fortinet, Inc.. This represents a change in shares of 18.54% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F FORTINET COM 34959E109 15,173 2,373 18.54 1,240 21.95 0.3214
2026-01-27 2025-12-31 13F FORTINET COM 34959E109 12,800 260 2.07 1,016 -3.61 0.3563
2025-10-21 2025-09-30 13F FORTINET COM 34959E109 12,540 579 4.84 1,054 -16.61 0.3756
2025-07-10 2025-06-30 13F FORTINET COM 34959E109 11,961 138 1.17 1,265 11.07 0.4742
2025-04-08 2025-03-31 13F FORTINET INC COM Stock 34959E109 11,823 -2,509 -17.51 1,138 -15.95 0.4348
2025-01-14 2024-12-31 13F FORTINET INC COM Stock 34959E109 14,332 -13 -0.09 1,354 21.76 0.5078
2024-10-07 2024-09-30 13F FORTINET INC COM Stock 34959E109 14,345 72 0.50 1,112 29.30 0.4337
2024-07-29 2024-06-30 13F FORTINET INC COM Stock 34959E109 14,273 619 4.53 860 -7.13 0.3598
2024-05-16 2024-03-31 13F FORTINET INC COM Stock 34959E109 13,654 -2,411 -15.01 926 -1.49 0.3981
2024-05-16 2023-12-31 13F FORTINET INC COM Stock 34959E109 16,065 532 3.42 940 3.30 0.4401
2024-05-16 2023-09-30 13F FORTINET INC COM Stock 34959E109 15,533 3,408 28.11 911 0.55 0.4706
2024-05-16 2023-06-30 13F FORTINET INC COM Stock 34959E109 12,125 453 3.88 905 17.08 0.4453
2024-05-16 2023-03-31 13F FORTINET INC COM Stock 34959E109 11,672 -284 -2.38 774 32.36 0.3991
2024-05-16 2022-12-31 13F FORTINET INC COM Stock 34959E109 11,956 273 2.34 585 -1.85 0.3272
2024-05-16 2022-09-30 13F FORTINET INC COM Stock 34959E109 11,683 -122 -1.03 595 -12.11 0.3429
2024-05-16 2022-06-30 13F FORTINET INC COM Stock 34959E109 11,805 9,398 390.44 677 -16.93 0.3823
2024-05-16 2022-03-31 13F FORTINET INC COM Stock 34959E109 2,407 131 5.76 816 -0.24 0.3946
2024-05-16 2021-12-31 13F FORTINET INC COM Stock 34959E109 2,276 6 0.26 818 20.86 0.3952
2024-05-16 2021-09-30 13F FORTINET INC COM Stock 34959E109 2,270 -20 -0.87 676 22.02 0.3479
2024-05-16 2021-06-30 13F FORTINET INC COM Stock 34959E109 2,290 499 27.86 555 66.37 0.3099
2024-05-16 2021-03-31 13F FORTINET INC COM Stock 34959E109 1,791 -2 -0.11 334 25.19 0.2394
2024-05-16 2020-12-31 13F FORTINET INC COM Stock 34959E109 1,793 61 3.52 266 27.88 0.2114
2024-05-16 2020-09-30 13F FORTINET INC COM Stock 34959E109 1,732 -101 -5.51 208 -18.43 0.1808
2024-05-16 2020-06-30 13F FORTINET INC COM Stock 34959E109 1,833 227 14.13 255 58.39 0.2221
2024-05-15 2020-03-31 13F FORTINET INC COM Stock 34959E109 1,606 1,079 204.74 161 187.50 0.1708
2024-05-15 2019-12-31 13F FORTINET INC COM Stock 34959E109 527 527 56 0.0471
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.