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Fortinet, Inc.

FTNT Technology
$129.54 +$1.44 (1.12%)
Market Cap: $95.17 B
Gurus Holding
10
Popularity Rank
#473
% of Shares Held
1.81%
Net Activity (Q2 2026)
-$172.43 M

Guru Ownership Trend

Guru Analysis for Fortinet, Inc. (FTNT)

Fortinet, Inc. (FTNT), a key player in the Technology sector, continues to attract institutional attention.

As of Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.72 B.

Top institutional holders include Cliff Asness and Terry Smith.

Institutional sentiment is currently Bearish. This is evidenced by a $172.43 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 395.1%. Conversely, Jefferies Group reduced exposure by 55.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$220.49 M
Total Buy Value
New Buys 2
Additions 3
-$392.92 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Fortinet, Inc. (FTNT)

Major holders include Cliff Asness ($1.33 B), Terry Smith ($557.63 M), Paul Tudor Jones ($58.61 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 13.28 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $172.43 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited FTNT. The total reported sell value was $392.92 M.

Yes, 2 managers opened new positions in FTNT, and 3 increased their existing holdings. The total reported buy value was $220.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.46% Add 11.6% 8,673,742 $1.33 B Q2 2026
4.09% Reduce -41.0% 3,629,938 $557.63 M Q2 2026
0.08% New Buy 381,537 $58.61 M Q2 2026
0.08% Add 44.4% 235,061 $36.11 M Q2 2026
0.04% Add 395.1% 152,000 $27.17 M Q3 2026
0.19% 106,035 $18.95 M Q3 2026
0.18% New Buy 79,752 $12.25 M Q2 2026
0.02% Reduce -55.9% 11,853 $2.12 M Q3 2026
0.00% Add 104.9% 6,140 $1.1 M Q3 2026
0.01% 3,000 $466,260 Q2 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form