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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.07 B.
Top institutional holders include Cliff Asness and Terry Smith.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $203.13 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who opened a new position. Conversely, Renaissance Technologies (RenTech) reduced exposure by 86.8%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Fortinet, Inc. (FTNT)
Major holders include Cliff Asness ($627.9 M), Terry Smith ($503.12 M), Joel Greenblatt ($13.31 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 14.29 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $203.13 M, with 5 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited FTNT. The total reported sell value was $93.94 M.
Yes, 2 managers opened new positions in FTNT, and 3 increased their existing holdings. The total reported buy value was $297.07 M.