Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership7,730 shares
Latest Disclosed Value $ 613,839
Global Retirement Partners, LLC reports 84.62% increase in ownership of FTNT / Fortinet, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 7,730 shares of Fortinet, Inc. (MX:FTNT) valued at $613,839 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 4,187 shares of Fortinet, Inc.. This represents a change in shares of 84.62% 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)
2026-02-06 2025-12-31 13F FORTINET COM 349590000 7,730 3,543 84.62 614 74.15 0.0109
2025-10-21 2025-09-30 13F FORTINET COM 34959E109 4,187 -272 -6.10 352 -25.27 0.0079
2025-08-12 2025-06-30 13F FORTINET COM 34959E109 4,459 652 17.13 471 31.20 0.0117
2025-01-31 2024-12-31 13F FORTINET COM 34959E109 3,807 1,002 35.72 360 65.44 0.0103
2024-10-16 2024-09-30 13F FORTINET COM 34959E109 2,805 106 3.93 218 33.95 0.0066
2024-07-23 2024-06-30 13F FORTINET COM 34959E109 2,699 540 25.01 163 10.20 0.0051
2024-04-23 2024-03-31 13F FORTINET COM 34959E109 2,159 101 4.91 147 15.75 0.0055
2024-01-18 2023-12-31 13F FORTINET COM 34959E109 2,058 -1,883 -47.78 128 -44.54 0.0053
2023-10-13 2023-09-30 13F FORTINET COM 34959E109 3,941 -491 -11.08 230 -31.44 0.0116
2023-07-20 2023-06-30 13F FORTINET COM 34959E109 4,432 1,736 64.39 335 104.91 0.0164
2023-05-08 2023-03-31 13F FORTINET COM 34959E109 2,696 438 19.40 163 48.18 0.0087
2023-02-13 2022-12-31 13F FORTINET COM 34959E109 2,258 145 6.86 110 -9.09 0.0076
2022-11-03 2022-09-30 13F FORTINET COM 34959E109 2,113 573 37.21 121 39.08 0.0092
2022-07-15 2022-06-30 13F FORTINET COM 34959E109 1,540 1,238 409.93 87 1.16 0.0070
2022-07-14 2022-03-31 13F FORTINET COM 34959E109 302 302 86 0.0068
2022-01-21 2021-12-31 13F FORTINET COM 34959E109 0 -102 -100.00 0 -100.00
2021-10-22 2021-09-30 13F FORTINET COM 34959E109 102 9 9.68 30 36.36 0.0030
2021-07-15 2021-06-30 13F FORTINET COM 34959E109 93 30 47.62 22 83.33 0.0023
2021-04-14 2021-03-31 13F FORTINET COM 34959E109 63 -60 -48.78 12 -33.33 0.0014
2021-01-13 2020-12-31 13F FORTINET COM 34959E109 123 33 36.67 18 63.64 0.0023
2020-10-09 2020-09-30 13F FORTINET COM 34959E109 90 0 0.00 11 -8.33 0.0016
2020-07-13 2020-06-30 13F FORTINET COM 34959E109 90 0 0.00 12 33.33 0.0019
2020-04-28 2020-03-31 13F FORTINET COM 34959E109 90 90 9 0.0017
2019-11-19 2019-06-30 13F FORTINET COM 34959E109 0 -100 -100.00 0 -100.00
2019-05-07 2019-03-31 13F FORTINET COM 34959E109 100 0 0.00 8 14.29 0.0019
2019-02-22 2018-12-31 13F FORTINET COM 34959E109 100 -300 -75.00 7 -81.08 0.0018
2018-10-17 2018-09-30 13F FORTINET COM 34959E109 400 400 37 0.0084
2018-08-10 2018-03-31 13F FORTINET COM 34959E109 0 0 0 0.0000
2018-08-13 2017-12-31 13F FORTINET COM 34959E109 0 -87 -100.00 0 -100.00
2018-08-10 2017-09-30 13F FORTINET COM 34959E109 87 -7 -7.45 3 0.00 0.0012
2018-08-10 2017-06-30 13F FORTINET COM 34959E109 94 -3 -3.09 3 0.00 0.0014
2018-08-10 2017-03-31 13F FORTINET COM 34959E109 97 97 3 0.0017
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.