Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership619 shares
Latest Disclosed Value $ 50,585
Creative Financial Designs Inc /adv reports 1.59% decrease in ownership of FTNT / Fortinet, Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 619 shares of Fortinet, Inc. (MX:FTNT) valued at $50,585 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 629 shares of Fortinet, Inc.. This represents a change in shares of -1.59% 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)
2026-04-13 2026-03-31 13F FORTINET INC COM Stock 34959E109 619 -10 -1.59 51 2.04 0.0031
2026-02-06 2025-12-31 13F FORTINET INC COM Stock 34959E109 629 -1,024 -61.95 50 -64.49 0.0031
2025-11-12 2025-09-30 13F FORTINET INC COM Stock 34959E109 1,653 40 2.48 139 -18.82 0.0093
2025-08-04 2025-06-30 13F FORTINET INC COM Stock 34959E109 1,613 -27 -1.65 171 8.28 0.0123
2025-04-23 2025-03-31 13F FORTINET INC COM Stock 34959E109 1,640 70 4.46 158 6.08 0.0126
2025-02-10 2024-12-31 13F FORTINET INC COM Stock 34959E109 1,570 0 0.00 148 22.31 0.0121
2024-10-28 2024-09-30 13F FORTINET INC COM Stock 34959E109 1,570 -1,160 -42.49 122 -26.22 0.0103
2024-08-06 2024-06-30 13F FORTINET INC COM Stock 34959E109 2,730 -200 -6.83 165 -18.00 0.0147
2024-05-01 2024-03-31 13F FORTINET INC COM Stock 34959E109 2,930 2,125 263.98 200 325.53 0.0189
2024-01-10 2023-12-31 13F FORTINET INC COM Stock 34959E109 805 0 0.00 47 0.00 0.0048
2023-11-14 2023-09-30 13F FORTINET INC COM Stock 34959E109 805 0 0.00 47 -21.67 0.0055
2023-07-26 2023-06-30 13F FORTINET INC COM Stock 34959E109 805 75 10.27 61 25.00 0.0072
2023-04-25 2023-03-31 13F FORTINET INC COM Stock 34959E109 730 0 0.00 49 37.14 0.0064
2023-02-01 2022-12-31 13F FORTINET INC COM Stock 34959E109 730 -1,500 -67.26 36 -68.18 0.0053
2022-11-01 2022-09-30 13F FORTINET INC COM Stock 34959E109 2,230 0 0.00 110 -12.70 0.0180
2022-08-01 2022-06-30 13F FORTINET INC COM Stock 34959E109 2,230 2,084 1,427.40 126 152.00 0.0207
2022-04-15 2022-03-31 13F FORTINET INC COM Stock 34959E109 146 4 2.82 50 -1.96 0.0076
2022-01-26 2021-12-31 13F FORTINET INC COM Stock 34959E109 142 -694 -83.01 51 -79.10 0.0077
2021-10-08 2021-09-30 13F FORTINET INC COM Stock 34959E109 836 32 3.98 244 27.08 0.0404
2021-07-27 2021-06-30 13F FORTINET INC COM Stock 34959E109 804 0 0.00 192 29.73 0.0333
2021-04-19 2021-03-31 13F FORTINET INC COM Stock 34959E109 804 0 0.00 148 24.37 0.0289
2021-01-08 2020-12-31 13F FORTINET INC COM Stock 34959E109 804 110 15.85 119 45.12 0.0254
2020-10-06 2020-09-30 13F FORTINET INC COM Stock 34959E109 694 0 0.00 82 -13.68 0.0202
2020-07-23 2020-06-30 13F FORTINET INC COM Stock 34959E109 694 694 95 0.0288
2018-05-02 2018-03-31 13F FORTINET INC COM Stock 34959E109 0 -500 -100.00 0 -100.00
2018-05-02 2017-12-31 13F FORTINET INC COM Stock 34959E109 500 0 0.00 22 22.22 0.0149
2018-05-02 2017-09-30 13F FORTINET INC COM Stock 34959E109 500 0 0.00 18 -5.26 0.0103
2018-05-02 2017-06-30 13F FORTINET INC COM Stock 34959E109 500 0 0.00 19 0.00 0.0122
2018-05-02 2017-03-31 13F FORTINET INC COM Stock 34959E109 500 500 19 0.0137
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.