Fortinet, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership2,887 shares
Latest Disclosed Value $ 235,922
Wealthspire Advisors, LLC reports 78.58% decrease in ownership of FTNT / Fortinet, Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 2,887 shares of Fortinet, Inc. (MX:FTNT) valued at $235,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 13,475 shares of Fortinet, Inc.. This represents a change in shares of -78.58% 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)
2026-05-01 2026-03-31 13F FORTINET COM 34959E109 2,887 -10,588 -78.58 236 -78.04 0.0019
2026-02-12 2025-12-31 13F FORTINET COM 34959E109 13,475 9,989 286.55 1,070 265.19 0.0085
2025-11-14 2025-09-30 13F FORTINET COM 34959E109 3,486 -1,827 -34.39 293 -47.77 0.0015
2025-08-11 2025-06-30 13F FORTINET COM 34959E109 5,313 475 9.82 562 20.65 0.0032
2025-05-09 2025-03-31 13F FORTINET COM 34959E109 4,838 119 2.52 466 4.49 0.0028
2025-02-04 2024-12-31 13F FORTINET COM 34959E109 4,719 -1,754 -27.10 446 -11.18 0.0044
2024-11-13 2024-09-30 13F FORTINET COM 34959E109 6,473 80 1.25 502 30.13 0.0051
2024-08-08 2024-06-30 13F FORTINET COM 34959E109 6,393 -154 -2.35 385 -13.87 0.0049
2024-05-06 2024-03-31 13F FORTINET COM 34959E109 6,547 -13 -0.20 447 16.71 0.0060
2024-02-07 2023-12-31 13F FORTINET COM 34959E109 6,560 683 11.62 384 11.34 0.0055
2023-11-06 2023-09-30 13F FORTINET COM 34959E109 5,877 -181 -2.99 345 -24.73 0.0057
2023-08-01 2023-06-30 13F FORTINET COM 34959E109 6,058 -260 -4.12 458 9.07 0.0075
2023-05-09 2023-03-31 13F FORTINET COM 34959E109 6,318 -922 -12.73 420 18.70 0.0072
2023-02-14 2022-12-31 13F FORTINET COM 34959E109 7,240 1,346 22.84 354 21.72 0.0064
2022-11-14 2022-09-30 13F FORTINET COM 34959E109 5,894 -646 -9.88 290 -21.62 0.0061
2022-08-09 2022-06-30 13F FORTINET COM 34959E109 6,540 6,540 370 0.0077
2022-05-09 2022-03-31 13F FORTINET COM 34959E109 0 -712 -100.00 0 -100.00
2022-02-14 2021-12-31 13F FORTINET COM 34959E109 712 -104 -12.75 256 7.56 0.0057
2021-11-15 2021-09-30 13F FORTINET COM 34959E109 816 816 238 0.0049
2021-08-13 2021-06-30 13F FORTINET COM 34959E109 0 -1,489 -100.00 0 -100.00
2021-05-17 2021-03-31 13F FORTINET COM 34959E109 1,489 1,489 275 0.0065
2019-05-07 2019-03-31 13F FORTINET COM 34959E109 0 -3 -100.00 0 0.0000
2019-02-14 2018-12-31 13F FORTINET COM 34959E109 3 3 0 0.0000
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.