Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionLPL Financial LLC
Latest Disclosed Ownership510,759 shares
Latest Disclosed Value $ 41,739,207
LPL Financial LLC reports 4.09% increase in ownership of FTNT / Fortinet, Inc.

On May 6, 2026 - LPL Financial LLC filed a 13F-HR form disclosing ownership of 510,759 shares of Fortinet, Inc. (MX:FTNT) valued at $41,739,207 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 490,697 shares of Fortinet, Inc.. This represents a change in shares of 4.09% 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)
2026-05-06 2026-03-31 13F FORTINET COM 34959E109 510,759 20,062 4.09 41,739 7.12 0.0111
2026-02-11 2025-12-31 13F FORTINET COM 34959E109 490,697 -21,080 -4.12 38,966 -9.44 0.0106
2025-11-12 2025-09-30 13F FORTINET COM 34959E109 511,777 78,150 18.02 43,030 -6.13 0.0125
2025-08-12 2025-06-30 13F FORTINET COM 34959E109 433,627 53,470 14.07 45,843 25.28 0.0153
2025-05-07 2025-03-31 13F FORTINET COM 34959E109 380,157 99,087 35.25 36,594 37.80 0.0142
2025-02-11 2024-12-31 13F FORTINET COM 34959E109 281,070 58,924 26.52 26,555 54.15 0.0108
2024-11-08 2024-09-30 13F FORTINET COM 34959E109 222,146 292 0.13 17,227 28.84 0.0077
2024-08-07 2024-06-30 13F FORTINET COM 34959E109 221,854 -11,543 -4.95 13,371 -16.13 0.0067
2024-05-10 2024-03-31 13F FORTINET COM 34959E109 233,397 -28,556 -10.90 15,943 3.99 0.0086
2024-02-14 2023-12-31 13F FORTINET COM 34959E109 261,953 -50,767 -16.23 15,332 -16.45 0.0093
2023-11-13 2023-09-30 13F FORTINET COM 34959E109 312,720 80,392 34.60 18,350 4.49 0.0128
2023-07-31 2023-06-30 13F FORTINET COM 34959E109 232,328 27,941 13.67 17,562 29.29 0.0125
2023-05-10 2023-03-31 13F FORTINET COM 34959E109 204,387 3,001 1.49 13,584 37.97 0.0106
2023-02-07 2022-12-31 13F FORTINET COM 34959E109 201,386 -22,467 -10.04 9,846 -10.48 0.0084
2022-11-14 2022-09-30 13F FORTINET COM 34959E109 223,853 797 0.36 10,998 -12.85 0.0106
2022-08-12 2022-06-30 13F FORTINET COM 34959E109 223,056 176,591 380.05 12,620 -20.52 0.0120
2022-05-16 2022-03-31 13F FORTINET COM 34959E109 46,465 -12,147 -20.72 15,879 -24.62 0.0136
2022-02-14 2021-12-31 13F FORTINET COM 34959E109 58,612 8,462 16.87 21,065 43.83 0.0177
2021-11-15 2021-09-30 13F FORTINET COM 34959E109 50,150 4,966 10.99 14,646 36.09 0.0138
2021-08-13 2021-06-30 13F FORTINET COM 34959E109 45,184 17,170 61.29 10,762 108.32 0.0109
2021-05-14 2021-03-31 13F FORTINET COM 34959E109 28,014 4,969 21.56 5,166 50.92 0.0059
2021-02-12 2020-12-31 13F FORTINET COM 34959E109 23,045 1,603 7.48 3,423 35.51 0.0044
2020-11-09 2020-09-30 13F FORTINET COM 34959E109 21,442 -17,557 -45.02 2,526 -52.81 0.0039
2020-08-13 2020-06-30 13F FORTINET COM 34959E109 38,999 13,707 54.20 5,353 109.18 0.0093
2020-05-14 2020-03-31 13F FORTINET COM 34959E109 25,292 1,529 6.43 2,559 0.87 0.0055
2020-02-14 2019-12-31 13F FORTINET COM 34959E109 23,763 1,007 4.43 2,537 45.22 0.0046
2019-11-13 2019-09-30 13F FORTINET COM 34959E109 22,756 -2,507 -9.92 1,747 -9.99 0.0036
2019-08-09 2019-06-30 13F FORTINET COM 34959E109 25,263 6,227 32.71 1,941 21.46 0.0041
2019-05-08 2019-03-31 13F FORTINET COM 34959E109 19,036 1,836 10.67 1,598 31.96 0.0036
2019-02-07 2018-12-31 13F FORTINET COM 34959E109 17,200 -447 -2.53 1,211 -25.61 0.0032
2018-11-14 2018-09-30 13F FORTINET COM 34959E109 17,647 12,244 226.61 1,628 383.09 0.0039
2018-08-14 2018-06-30 13F FORTINET COM 34959E109 5,403 -1,642 -23.31 337 -10.61 0.0009
2018-05-15 2018-03-31 13F FORTINET COM 34959E109 7,045 -1,726 -19.68 377 -1.57 0.0010
2018-02-14 2017-12-31 13F FORTINET COM 34959E109 8,771 -10,662 -54.87 383 -44.97 0.0012
2017-11-14 2017-09-30 13F FORTINET COM 34959E109 19,433 11,453 143.52 696 132.78 0.0025
2017-08-14 2017-06-30 13F FORTINET COM 34959E109 7,980 -26,342 -76.75 299 -77.23 0.0011
2017-05-15 2017-03-31 13F FORTINET COM 34959E109 34,322 7,125 26.20 1,313 60.32 0.0089
2017-02-13 2016-12-31 13F FORTINET COM 34959E109 27,197 -6,199 -18.56 819 -33.36 0.0062
2016-11-16 2016-09-30 13F FORTINET COM 34959E109 33,396 24,098 259.17 1,229 318.03 0.0117
2016-08-15 2016-06-30 13F FORTINET COM 34959E109 9,298 -11,112 -54.44 294 -52.96 0.0025
2016-05-16 2016-03-31 13F FORTINET COM 34959E109 20,410 -42,908 -67.77 625 -66.93 0.0017
2016-02-12 2015-12-31 13F FORTINET COM 34959E109 63,318 11,015 21.06 1,890 -18.22 0.0052
2015-11-13 2015-09-30 13F FORTINET COM 34959E109 52,303 20,431 64.10 2,311 81.40 0.0127
2015-08-14 2015-06-30 13F FORTINET COM 34959E109 31,872 3,736 13.28 1,274 32.99 0.0065
2015-05-14 2015-03-31 13F FORTINET COM 34959E109 28,136 5,332 23.38 958 37.05 0.0049
2015-02-13 2014-12-31 13F FORTINET COM 34959E109 22,804 -1,289 -5.35 699 17.09 0.0038
2014-11-10 2014-09-30 13F FORTINET COM 34959E109 24,093 918 3.96 597 2.58 0.0036
2014-08-05 2014-06-30 13F/A-1 FORTINET COM 34959E109 23,175 -1,923 -7.66 582 5.24 0.0034
2014-08-05 2014-06-30 13F FORTINET COM 34959E109 23,175 1,693
2014-05-12 2014-03-31 13F FORTINET COM 34959E109 25,098 11,842 89.33 553 117.72 0.0034
2014-02-13 2013-12-31 13F FORTINET COM 34959E109 13,256 13,256 -0.20 254 9.48 0.0016
2013-11-04 2013-09-30 13F FORTINET COM 34959E109 0 -13,282 -100.00 0 -100.00
2013-08-15 2013-06-30 13F FORTINET COM 34959E109 13,282 13,282 232 0.0017
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.