Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionCX Institutional
Latest Disclosed Ownership94,043 shares
Latest Disclosed Value $ 7,685
CX Institutional reports 1,158.61% increase in ownership of FTNT / Fortinet, Inc.

On April 6, 2026 - CX Institutional filed a 13F-HR form disclosing ownership of 94,043 shares of Fortinet, Inc. (MX:FTNT) valued at $7,685 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 7,472 shares of Fortinet, Inc..

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)
2026-04-06 2026-03-31 13F FORTINET COM 34959E109 94,043 86,571 1,158.61 8 0.2344
2026-02-02 2025-12-31 13F FORTINET COM 34959E109 7,472 29 0.39 1 0.0177
2025-10-23 2025-09-30 13F FORTINET COM 34959E109 7,443 -38 -0.51 1 0.0190
2025-07-16 2025-06-30 13F/A-1 FORTINET COM 34959E109 7,481 215 2.96 1 0.0276
2025-07-11 2025-06-30 13F FORTINET COM 34959E109 7,481 215 1 0.0275
2025-04-15 2025-03-31 13F FORTINET COM 34959E109 7,266 -99 -1.34 1 -100.00 0.0264
2025-01-21 2024-12-31 13F FORTINET COM 34959E109 7,365 16 0.22 696 22.14 0.0276
2024-10-11 2024-09-30 13F FORTINET COM 34959E109 7,349 -431 -5.54 570 21.58 0.0253
2024-07-11 2024-06-30 13F FORTINET COM 34959E109 7,780 209 2.76 469 -9.48 0.0220
2024-04-15 2024-03-31 13F Fortinet COM 34959E109 7,571 2,200 40.96 517 64.65 0.0249
2024-01-12 2023-12-31 13F FORTINET COM 34959E109 5,371 1,116 26.23 314 26.10 0.0168
2023-10-18 2023-09-30 13F Fortinet COM 34959E109 4,255 -797 -15.78 250 -34.65 0.0138
2023-07-26 2023-06-30 13F FORTINET INC COM COM 34959E109 5,052 563 12.54 382 28.28 0.0198
2023-05-04 2023-03-31 13F FORTINET COM 34959E109 4,489 4,489 298 0.0159
2022-11-04 2022-09-30 13F FORTINET COM 34959E109 0 -1,834 -100.00 0 -100.00
2022-08-02 2022-06-30 13F FORTINET COM 34959E109 1,834 1,834 104 0.0078
2022-01-18 2021-12-31 13F FORTINET COM 34959E109 0 -370 -100.00 0 -100.00
2021-11-10 2021-09-30 13F FORTINET COM 34959E109 370 16 4.52 108 28.57 0.0088
2021-08-04 2021-06-30 13F FORTINET COM 34959E109 354 86 32.09 84 71.43 0.0069
2021-04-15 2021-03-31 13F FORTINET COM 34959E109 268 51 23.50 49 53.13 0.0044
2021-01-12 2020-12-31 13F FORTINET COM 34959E109 217 104 92.04 32 146.15 0.0031
2020-10-13 2020-09-30 13F FORTINET COM 34959E109 113 -19 -14.39 13 -27.78 0.0014
2020-08-06 2020-06-30 13F FORTINET COM 34959E109 132 60 83.33 18 157.14 0.0024
2020-04-29 2020-03-31 13F FORTINET COM 34959E109 72 21 41.18 7 40.00 0.0011
2020-01-21 2019-12-31 13F FORTINET COM 34959E109 51 0 0.00 5 25.00 0.0009
2019-10-10 2019-09-30 13F FORTINET COM 34959E109 51 -1,024 -95.26 4 -95.18 0.0006
2019-07-17 2019-06-30 13F FORTINET COM 34959E109 1,075 297 38.17 83 27.69 0.0132
2019-04-03 2019-03-31 13F FORTINET COM 34959E109 778 412 112.57 65 150.00 0.0115
2019-01-14 2018-12-31 13F FORTINET COM 34959E109 366 20 5.78 26 -18.75 0.0055
2018-10-09 2018-09-30 13F FORTINET COM 34959E109 346 184 113.58 32 220.00 0.0106
2018-07-12 2018-06-30 13F/A-1 FORTINET COM 34959E109 162 162 10 0.0037
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.