Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership13,250 shares
Latest Disclosed Value $ 1,082,790
Perigon Wealth Management, LLC reports 30.60% decrease in ownership of FTNT / Fortinet, Inc.

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 13,250 shares of Fortinet, Inc. (MX:FTNT) valued at $1,082,790 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 19,093 shares of Fortinet, Inc.. This represents a change in shares of -30.60% 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)
2026-04-10 2026-03-31 13F FORTINET COM 34959E109 13,250 -5,843 -30.60 1,083 -28.63 0.0196
2026-01-16 2025-12-31 13F FORTINET COM 34959E109 19,093 5,793 43.56 1,516 35.60 0.0271
2025-10-17 2025-09-30 13F FORTINET COM 34959E109 13,300 -710 -5.07 1,118 -24.51 0.0228
2025-07-16 2025-06-30 13F FORTINET COM 34959E109 14,010 -850 -5.72 1,481 3.57 0.0346
2025-04-23 2025-03-31 13F FORTINET COM 34959E109 14,860 538 3.76 1,430 6.24 0.0367
2025-01-22 2024-12-31 13F FORTINET COM 34959E109 14,322 1,811 14.48 1,347 38.76 0.0331
2024-10-16 2024-09-30 13F FORTINET COM 34959E109 12,511 -712 -5.38 970 21.86 0.0256
2024-08-02 2024-06-30 13F FORTINET COM 34959E109 13,223 299 2.31 797 -9.75 0.0231
2024-04-29 2024-03-31 13F FORTINET COM 34959E109 12,924 -1,324 -9.29 883 5.88 0.0268
2024-01-29 2023-12-31 13F FORTINET COM 34959E109 14,248 -2,355 -14.18 834 -14.48 0.0273
2023-10-30 2023-09-30 13F FORTINET COM 34959E109 16,603 950 6.07 974 -17.67 0.0395
2023-08-02 2023-06-30 13F/A-1 FORTINET COM 34959E109 15,653 1,778 12.81 1,183 28.31 0.0465
2023-08-02 2023-06-30 13F FORTINET COM 34959E109 15,653 1,778 1,183 0.0465
2023-05-03 2023-03-31 13F FORTINET COM 34959E109 13,875 -1,613 -10.41 922 21.80 0.0524
2023-02-14 2022-12-31 13F FORTINET COM 34959E109 15,488 -1,285 -7.66 757 -8.13 0.0469
2022-12-13 2022-09-30 13F FORTINET COM 34959E109 16,773 -362 -2.11 824 -14.96 0.0712
2022-08-11 2022-06-30 13F FORTINET COM 34959E109 17,135 13,168 331.94 969 -28.54 0.0810
2022-05-16 2022-03-31 13F FORTINET COM 34959E109 3,967 -492 -11.03 1,356 -15.41 0.0958
2022-02-11 2021-12-31 13F FORTINET COM 34959E109 4,459 -41 -0.91 1,603 21.99 0.1146
2021-11-01 2021-09-30 13F/A-1 FORTINET COM 34959E109 4,500 57 1.28 1,314 24.20 0.1140
2021-07-19 2021-06-30 13F FORTINET COM 34959E113 4,443 -17,687 -79.92 1,058 -74.07 0.0941
2021-05-17 2021-03-31 13F FORTINET COM 34959E109 22,130 22,130 4,081 0.4162
2021-01-28 2020-12-31 13F FORTINET COM 34959E109 0 -23,959 -100.00 0 -100.00
2020-11-03 2020-09-30 13F FORTINET COM 34959E109 23,959 870 3.77 2,823 -10.92 0.3946
2020-07-29 2020-06-30 13F FORTINET COM 34959E109 23,089 -1,982 -7.91 3,169 24.03 0.5024
2020-04-17 2020-03-31 13F FORTINET COM 34959E109 25,071 -1,192 -4.54 2,555 -13.12 0.4755
2020-01-13 2019-12-31 13F FORTINET COM 34959E109 26,263 -2,566 -8.90 2,941 29.67 0.6003
2019-10-25 2019-09-30 13F FORTINET COM 34959E109 28,829 -685 -2.32 2,268 0.00 0.5326
2019-08-05 2019-06-30 13F FORTINET COM 34959E109 29,514 2,954 11.12 2,268 -8.07 0.5310
2019-05-15 2019-03-31 13F Fortinet COM 34959E109 26,560 -417 -1.55 2,467 24.28 0.5737
2019-02-11 2018-12-31 13F Fortinet COM 34959E109 26,977 21,875 428.75 1,985 321.44 0.5068
2018-11-13 2018-09-30 13F Fortinet COM 34959E109 5,102 -22,851 -81.75 471 -73.01 0.1160
2018-08-09 2018-06-30 13F/A-2 Fortinet COM 34959E109 27,953 27,953 1,745 0.5246
2018-02-14 2017-12-31 13F Fortinet COM 34959E109 0 -30,883 -100.00 0 -100.00
2017-12-05 2017-09-30 13F Fortinet COM 34959E109 30,883 -12,970 -29.58 1,107 -32.58 0.3592
2017-09-12 2017-06-30 13F Fortinet COM 34959E109 43,853 979 2.28 1,642 -0.12 0.3572
2017-06-05 2017-03-31 13F Fortinet COM 34959E109 42,874 906 2.16 1,644 7.94 0.3489
2017-03-07 2016-12-31 13F Fortinet COM 34959E109 41,968 325 0.78 1,523 -0.98 0.3325
2016-11-16 2016-09-30 13F Fortinet COM 34959E109 41,643 -159 -0.38 1,538 16.43 0.3950
2016-08-19 2016-06-30 13F Fortinet COM 34959E109 41,802 16,002 62.02 1,321 67.22 0.3511
2016-06-03 2016-03-31 13F Fortinet COM 34959E109 25,800 0 0.00 790 -1.74 0.2467
2016-03-04 2015-12-31 13F Fortinet COM 34959E109 25,800 0 0.00 804 -26.64 0.2219
2015-12-02 2015-09-30 13F Fortinet COM 34959E109 25,800 0 0.00 1,096 2.81 0.3252
2015-08-31 2015-06-30 13F Fortinet COM 34959E109 25,800 0 0.00 1,066 18.18 0.2806
2015-05-11 2015-03-31 13F Fortinet COM 34959E109 25,800 0 0.00 902 14.03 0.2474
2015-02-18 2014-12-31 13F Fortinet COM 34959E109 25,800 0 0.00 791 21.32 0.2376
2014-11-17 2014-09-30 13F Fortinet COM 34959E109 25,800 0 0.00 652 0.62 0.1941
2014-08-12 2014-06-30 13F Fortinet COM 34959E109 25,800 0 0.00 648 14.08 0.1847
2014-05-12 2014-03-31 13F Fortinet COM 34959E109 25,800 0 0.00 568 15.21 0.3128
2014-02-18 2013-12-31 13F Fortinet COM 34959E109 25,800 9,027 53.82 493 -40.17 0.2734
2022-11-14 2011-09-30 13F FORTINET COM 34959E109 16,773 16,773 824 0.0712
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.