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Fortinet, Inc.

FTNT Technology
$144.73 +$0.59 (0.41%)
Market Cap: $106.04 B
Gurus Holding
8
Popularity Rank
#844
% of Shares Held
1.95%
Net Activity (Q1 2026)
+$203.13 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 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)

+$297.07 M
Total Buy Value
New Buys 2
Additions 3
-$93.94 M
Total Sell Value
Reductions 3
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
5

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.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.29% Add 89.1% 7,771,945 $627.9 M Q1 2026
3.92% Reduce -5.5% 6,156,675 $503.12 M Q1 2026
0.04% Reduce -43.9% 162,846 $13.31 M Q1 2026
0.09% Add 0.1% 106,035 $8.67 M Q1 2026
0.01% Reduce -86.8% 61,394 $5.02 M Q1 2026
0.02% Add 43.8% 27,197 $2.22 M Q1 2026
0.00% New Buy 3,000 $237,150 Q1 2026
0.00% New Buy 2,641 $215,885 Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form