Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionPrincipal Securities, Inc.
Latest Disclosed Ownership32,179 shares
Latest Disclosed Value $ 2,629,627
Principal Securities, Inc. reports 70.71% increase in ownership of FTNT / Fortinet, Inc.

On May 13, 2026 - Principal Securities, Inc. filed a 13F-HR form disclosing ownership of 32,179 shares of Fortinet, Inc. (MX:FTNT) valued at $2,629,627 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 18,850 shares of Fortinet, Inc.. This represents a change in shares of 70.71% 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)
2026-05-13 2026-03-31 13F FORTINET COM 34959E109 32,179 13,329 70.71 2,630 75.74 0.0386
2026-02-12 2025-12-31 13F FORTINET COM 34959E109 18,850 4,612 32.39 1,497 24.98 0.0231
2025-11-12 2025-09-30 13F FORTINET COM 34959E109 14,238 -2,434 -14.60 1,197 -32.07 0.0197
2025-08-11 2025-06-30 13F FORTINET COM 34959E109 16,672 5,712 52.12 1,763 70.24 0.0331
2025-04-30 2025-03-31 13F FORTINET COM 34959E109 10,960 0 0.00 1,036 0.00 0.0232
2025-01-30 2024-12-31 13F FORTINET COM 34959E109 10,960 -148 -1.33 1,036 20.21 0.0233
2024-10-28 2024-09-30 13F FORTINET COM 34959E109 11,108 490 4.61 861 34.74 0.0208
2024-07-31 2024-06-30 13F FORTINET COM 34959E109 10,618 2,384 28.95 640 13.70 0.0176
2024-05-10 2024-03-31 13F FORTINET COM 34959E109 8,234 -684 -7.67 562 7.87 0.0175
2024-05-10 2023-12-31 13F/A-1 FORTINET COM 34959E109 8,918 8,918 522 0.0194
2024-02-07 2023-12-31 13F FORTINET COM 34959E109 8,918 8,918 522 0.0194
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.