Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionUbs Asset Management Americas Inc
Latest Disclosed Ownership7,554,196 shares
Latest Disclosed Value $ 617,328,897
Ubs Asset Management Americas Inc reports 14.19% increase in ownership of FTNT / Fortinet, Inc.

On May 13, 2026 - Ubs Asset Management Americas Inc filed a 13F-HR form disclosing ownership of 7,554,196 shares of Fortinet, Inc. (MX:FTNT) valued at $617,328,897 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 6,615,443 shares of Fortinet, Inc.. This represents a change in shares of 14.19% 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 7,554,196 938,753 14.19 617,329 17.51 0.0192
2026-02-13 2025-12-31 13F FORTINET COM 34959E109 6,615,443 251,449 3.95 525,332 -1.82 0.1111
2025-11-14 2025-09-30 13F FORTINET COM 34959E109 6,363,994 -784,250 -10.97 535,085 -29.19 0.1162
2025-08-14 2025-06-30 13F FORTINET COM 34959E109 7,148,244 131,777 1.88 755,712 11.89 0.1530
2025-05-19 2025-03-31 13F FORTINET COM 34959E109 7,016,467 1,026,277 17.13 675,405 19.34 0.1729
2025-02-14 2024-12-31 13F FORTINET COM 34959E109 5,990,190 202,259 3.49 565,953 26.09 0.1320
2024-11-14 2024-09-30 13F FORTINET COM 34959E109 5,787,931 542,727 10.35 448,854 41.98 0.1153
2024-08-14 2024-06-30 13F FORTINET COM 34959E109 5,245,204 1,825,191 53.37 316,128 35.32 0.0907
2024-05-15 2024-03-31 13F FORTINET EQUITY US CM 34959E109 3,420,013 -217,648 -5.98 233,621 9.73 0.0831
2024-02-14 2023-12-31 13F FORTINET EQUITY US CM 34959E109 3,637,661 -212,447 -5.52 212,912 -5.76 0.0838
2023-11-13 2023-09-30 13F FORTINET EQUITY US CM 34959E109 3,850,108 723,998 23.16 225,924 8.74 0.1012
2023-08-11 2023-06-30 13F FORTINET EQUITY US CM 34959E109 3,126,110 0 0.00 207,761 0.00 0.1006
2023-05-15 2023-03-31 13F FORTINET EQUITY US CM 34959E109 3,126,110 -862,692 -21.63 207,761 6.54 0.1006
2023-02-14 2022-12-31 13F FORTINET EQUITY US CM 34959E109 3,988,802 -182,753 -4.38 195,013 -4.85 0.1022
2022-11-14 2022-09-30 13F FORTINET EQUITY US CM 34959E109 4,171,555 318,942 8.28 204,948 -5.98 0.1150
2022-08-12 2022-06-30 13F FORTINET EQUITY US CM 34959E109 3,852,613 3,124,219 428.92 217,981 -12.43 0.1142
2022-05-16 2022-03-31 13F FORTINET EQUITY US CM 34959E109 728,394 11,787 1.64 248,921 -3.35 0.1066
2022-02-14 2021-12-31 13F FORTINET EQUITY US CM 34959E109 716,607 8,289 1.17 257,549 24.51 0.0986
2021-11-15 2021-09-30 13F FORTINET EQUITY US CM 34959E109 708,318 -26,301 -3.58 206,857 18.22 0.0857
2021-08-16 2021-06-30 13F FORTINET EQUITY US CM 34959E109 734,619 -1,067,653 -59.24 174,979 -47.36 0.0749
2021-05-14 2021-03-31 13F FORTINET EQUITY US CM 34959E109 1,802,272 15,542 0.87 332,375 25.24 0.1470
2021-03-01 2020-12-31 13F/A-1 FORTINET EQUITY US CM 34959E109 1,786,730 912,854 104.46 265,383 157.78 0.1243
2021-02-17 2020-12-31 13F FORTINET EQUITY US CM 34959E109 873,876 0 102,951 9.7101
2020-11-13 2020-09-30 13F FORTINET EQUITY US CM 34959E109 873,876 157,637 22.01 102,951 4.71 0.0553
2020-08-14 2020-06-30 13F FORTINET EQUITY US CM 34959E109 716,239 -45,982 -6.03 98,318 27.50 0.0601
2020-05-15 2020-03-31 13F FORTINET EQUITY US CM 34959E109 762,221 69,217 9.99 77,114 4.23 0.0555
2020-02-14 2019-12-31 13F FORTINET EQUITY US CM 34959E109 693,004 -33,744 -4.64 73,985 32.63 0.0453
2019-11-14 2019-09-30 13F FORTINET EQUITY US CM 34959E109 726,748 -113 -0.02 55,785 -0.11 0.0376
2019-08-15 2019-06-30 13F FORTINET EQUITY US CM 34959E109 726,861 -49,610 -6.39 55,845 -14.35 0.0398
2019-05-14 2019-03-31 13F FORTINET EQUITY US CM 34959E109 776,471 -1,499,766 -65.89 65,200 -59.33 0.0484
2019-02-13 2018-12-31 13F FORTINET EQUITY US CM 34959E109 2,276,237 662,063 41.02 160,315 7.64 0.1382
2018-11-13 2018-09-30 13F FORTINET EQUITY US CM 34959E109 1,614,174 225,271 16.22 148,940 71.77 0.1107
2018-08-14 2018-06-30 13F FORTINET EQUITY US CM 34959E109 1,388,903 851,545 158.47 86,709 201.17 0.0664
2018-05-14 2018-03-31 13F FORTINET EQUITY US CM 34959E109 537,358 80,109 17.52 28,792 44.12 0.0227
2018-02-09 2017-12-31 13F FORTINET EQUITY US CM 34959E109 457,249 28,247 6.58 19,977 29.93 0.0169
2017-11-13 2017-09-30 13F FORTINET EQUITY US CM 34959E109 429,002 10,324 2.47 15,375 -1.91 0.0140
2017-08-11 2017-06-30 13F FORTINET EQUITY US CM 34959E109 418,678 46,258 12.42 15,675 9.75 0.0152
2017-05-04 2017-03-31 13F FORTINET EQUITY US CM 34959E109 372,420 31,790 9.33 14,282 39.20 0.0146
2017-03-09 2016-12-31 13F/A-1 FORTINET COM 34959E109 340,630 -36 -0.01 10,260 -18.44 0.0115
2017-02-14 2016-12-31 13F FORTINET COM 34959E109 340,630 10,260
2016-11-04 2016-09-30 13F FORTINET EQUITY US CM 34959E109 340,666 14,470 4.44 12,580 22.08 0.0135
2016-11-29 2016-06-30 13F/A-1 FORTINET EQUITY US CM 34959E109 326,196 -756 -0.23 10,305 2.90 0.0116
2016-08-09 2016-06-30 13F FORTINET EQUITY US CM 34959E109 326,196 10,305
2016-05-12 2016-03-31 13F FORTINET EQUITY US CM 34959E109 326,952 10,179 3.21 10,015 1.45 0.0116
2016-02-12 2015-12-31 13F FORTINET EQUITY US CM 34959E109 316,773 200,977 173.56 9,872 100.69 0.0113
2015-10-29 2015-09-30 13F FORTINET EQUITY US CM 34959E109 115,796 19,953 20.82 4,919 24.19 0.0054
2015-08-12 2015-06-30 13F FORTINET EQUITY US CM 34959E109 95,843 7,400 8.37 3,961 28.10 0.0038
2015-05-04 2015-03-31 13F FORTINET EQUITY US CM 34959E109 88,443 88,443 0.00 3,092 0.0030
2015-02-02 2014-12-31 13F FORTINET EQUITY US CM 34959E109 0 -86,645 -100.00 0 -100.00
2014-10-28 2014-09-30 13F FORTINET EQUITY US CM 34959E109 86,645 100 0.12 2,189 0.64 0.0022
2014-08-13 2014-06-30 13F FORTINET EQUITY US CM 34959E109 86,545 1,900 2.24 2,175 16.62 0.0022
2014-05-23 2014-03-31 13F FORTINET EQUITY US CM 34959E109 84,645 16,600 24.40 1,865 43.24 0.0020
2014-01-31 2013-12-31 13F FORTINET EQUITY US CM 34959E109 68,045 7,500 12.39 1,302 6.11 0.0015
2013-11-08 2013-09-30 13F FORTINET EQUITY US CM 34959E109 60,545 700 1.17 1,227 17.19 0.0015
2013-08-15 2013-06-30 13F/A-1 FORTINET EQUITY US CM 34959E109 59,845 59,845 1,047 0.0014
2013-08-13 2013-06-30 13F FORTINET EQUITY US CM 34959E109 59,845 1,047 0.0014
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.