Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionJacobs Levy Equity Management, Inc
Latest Disclosed Ownership3,052,283 shares
Latest Disclosed Value $ 249,432,567
Jacobs Levy Equity Management, Inc reports 4.60% increase in ownership of FTNT / Fortinet, Inc.

On May 15, 2026 - Jacobs Levy Equity Management, Inc filed a 13F-HR form disclosing ownership of 3,052,283 shares of Fortinet, Inc. (MX:FTNT) valued at $249,432,567 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,917,952 shares of Fortinet, Inc.. This represents a change in shares of 4.60% 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)
2026-05-15 2026-03-31 13F FORTINET COM 34959E109 3,052,283 134,331 4.60 249,433 7.65 1.0486
2026-02-13 2025-12-31 13F FORTINET COM 34959E109 2,917,952 829,407 39.71 231,715 31.95 0.8948
2025-11-17 2025-09-30 13F FORTINET COM 34959E109 2,088,545 237,040 12.80 175,605 -10.29 0.6977
2025-08-14 2025-06-30 13F FORTINET COM 34959E109 1,851,505 1,746,820 1,668.64 195,741 1,842.65 0.7674
2025-05-15 2025-03-31 13F FORTINET COM 34959E109 104,685 16,359 18.52 10,077 20.74 0.0400
2025-02-14 2024-12-31 13F FORTINET COM 34959E109 88,326 -958,953 -91.57 8,345 -89.72 0.0295
2024-11-14 2024-09-30 13F FORTINET COM 34959E109 1,047,279 -3,231,567 -75.52 81,216 -68.51 0.3132
2024-08-14 2024-06-30 13F FORTINET COM 34959E109 4,278,846 282,024 7.06 257,886 -5.54 1.0665
2024-05-15 2024-03-31 13F FORTINET COM 34959E109 3,996,822 283,339 7.63 273,023 25.61 1.2201
2024-02-14 2023-12-31 13F FORTINET COM 34959E109 3,713,483 497,589 15.47 217,350 15.18 1.0950
2023-11-17 2023-09-30 13F FORTINET COM 34959E109 3,215,894 -10,621 -0.33 188,709 -22.63 1.1177
2023-08-14 2023-06-30 13F FORTINET COM 34959E109 3,226,515 268,790 9.09 243,892 24.07 1.4056
2023-05-15 2023-03-31 13F FORTINET COM 34959E109 2,957,725 204,029 7.41 196,570 46.01 1.2048
2023-02-14 2022-12-31 13F FORTINET COM 34959E109 2,753,696 523,262 23.46 134,628 22.86 0.9109
2022-11-15 2022-09-30 13F FORTINET COM 34959E109 2,230,434 525,894 30.85 109,581 13.62 0.8663
2022-08-15 2022-06-30 13F FORTINET COM 34959E109 1,704,540 1,352,794 384.59 96,443 -19.77 0.7466
2022-05-16 2022-03-31 13F FORTINET COM 34959E109 351,746 -26,513 -7.01 120,206 -11.58 0.8086
2022-02-14 2021-12-31 13F FORTINET COM 34959E109 378,259 -57,074 -13.11 135,946 6.93 0.9103
2021-11-15 2021-09-30 13F FORTINET COM 34959E109 435,333 149,722 52.42 127,135 86.88 0.8560
2021-08-16 2021-06-30 13F FORTINET COM 34959E109 285,611 -154,437 -35.10 68,030 -16.17 0.4612
2021-05-17 2021-03-31 13F FORTINET COM 34959E109 440,048 -90,214 -17.01 81,154 3.04 0.6260
2021-02-16 2020-12-31 13F FORTINET COM 34959E109 530,262 -19,240 -3.50 78,760 21.66 0.6907
2020-11-16 2020-09-30 13F FORTINET COM 34959E109 549,502 6,351 1.17 64,737 -13.17 0.6710
2020-08-17 2020-06-30 13F FORTINET COM 34959E109 543,151 -28,421 -4.97 74,558 28.94 0.8074
2020-05-15 2020-03-31 13F FORTINET COM 34959E109 571,572 44,729 8.49 57,826 2.81 0.7430
2020-02-14 2019-12-31 13F FORTINET COM 34959E109 526,843 83,615 18.87 56,246 65.32 0.5518
2019-11-14 2019-09-30 13F FORTINET COM 34959E109 443,228 -66,481 -13.04 34,022 -13.12 0.4175
2019-08-13 2019-06-30 13F FORTINET COM 34959E109 509,709 -16,912 -3.21 39,161 -11.44 0.5418
2019-05-14 2019-03-31 13F FORTINET COM 34959E109 526,621 46,360 9.65 44,220 30.73 0.6381
2019-02-14 2018-12-31 13F FORTINET COM 34959E109 480,261 23,060 5.04 33,825 -19.82 0.5945
2018-11-14 2018-09-30 13F FORTINET COM 34959E109 457,201 -91,812 -16.72 42,186 23.08 0.5984
2018-08-14 2018-06-30 13F FORTINET COM 34959E109 549,013 37,170 7.26 34,275 24.98 0.5388
2018-05-15 2018-03-31 13F FORTINET COM 34959E109 511,843 -4,600 -0.89 27,425 21.55 0.4564
2018-02-13 2017-12-31 13F FORTINET COM 34959E109 516,443 101,690 24.52 22,563 51.79 0.3965
2017-11-14 2017-09-30 13F FORTINET COM 34959E109 414,753 54,013 14.97 14,865 10.06 0.2890
2017-11-09 2017-06-30 13F/A-1 FORTINET COM 34959E109 360,740 7,870 2.23 13,506 -0.20 0.2888
2017-08-14 2017-06-30 13F FORTINET COM 34959E109 360,740 7,870 13,506
2017-05-12 2017-03-31 13F FORTINET COM 34959E109 352,870 -54,599 -13.40 13,533 10.27 0.2736
2017-02-14 2016-12-31 13F FORTINET COM 34959E109 407,469 297,739 271.34 12,273 202.89 0.2370
2016-11-14 2016-09-30 13F FORTINET COM 34959E109 109,730 79,220 259.65 4,052 320.33 0.0724
2016-08-15 2016-06-30 13F FORTINET COM 34959E109 30,510 0 0.00 964 3.10 0.0200
2016-05-16 2016-03-31 13F FORTINET COM 34959E109 30,510 30,510 935 0.0198
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.