Ticker · CUSIP 34959E109

FTNT

FORTINET INC

Technology·Software - Infrastructure

···Share

Holders (tracked)

Combined shares

33,023,861

Combined value

$2.62B

Last close

$81.84

Quarter

2025Q4

Price is +3.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$81.84-14.29 (-14.87%)H $108.69 · L $74.39 · Avg Vol 6.1M

Congress buyCongress sell

Tracked holders · last 8 quarters

+6 vs previous quarter over the last 8.

SEC event timeline

26 events

Wellington Management added2026-02-17
+6,952 shares · 2025Q4
Position
Ken Griffin (Citadel Advisors) added2026-02-17
+82,643 shares · 2025Q4
Position
D.E. Shaw & Co. added2026-02-17
+753,370 shares · 2025Q4
Position
AQR Capital Management added2026-02-17
+1,777,115 shares · 2025Q4
Position
Two Sigma Investments trimmed2026-02-17
−181,431 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+705,688 shares · 2025Q4
Position
Steve Cohen (Point72) opened position2026-02-17
+352,600 shares · 2025Q4
Position
T. Rowe Price trimmed2026-02-17
−2,060,109 shares · 2025Q4
Position
Paul Tudor Jones (Tudor Investment) opened position2026-02-17
+95,500 shares · 2025Q4
Position
Ray Dalio (Bridgewater Associates) trimmed2026-02-13
−712,963 shares · 2025Q4
Position
Renaissance Technologies trimmed2026-02-12
−596,758 shares · 2025Q4
Position
Norges Bank (Norway SWF) opened position2026-02-10
+14,518,531 shares · 2025Q4
Position
Ken Fisher (Fisher Asset Mgmt) exited2026-02-09
−3,091 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−1,400 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+439,823 shares · 2025Q3
Position
Two Sigma Investments added2025-11-14
+921,480 shares · 2025Q3
Position
D.E. Shaw & Co. added2025-11-14
+32,954 shares · 2025Q3
Position
T. Rowe Price trimmed2025-11-14
−1,887,076 shares · 2025Q3
Position
Wellington Management trimmed2025-11-14
−4,879 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−3,721,768 shares · 2025Q3
Position
Ray Dalio (Bridgewater Associates) trimmed2025-11-13
−2,193,817 shares · 2025Q3
Position
Renaissance Technologies trimmed2025-11-13
−999,899 shares · 2025Q3
Position
Norges Bank (Norway SWF) exited2025-11-13
−15,521,190 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−800 shares · 2025Q3
Position
Ken Fisher (Fisher Asset Mgmt) trimmed2025-11-12
−224 shares · 2025Q3
Position
Norges Bank (Norway SWF) added2025-11-12
+4,508,766 shares · 2024Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for FTNT →

Follow-the-investor returns

If you'd copied each holder of FTNT…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Mario Gabelli (GAMCO)	2016Q1	$52.20	+56.8%	$8.7M
Renaissance Technologies	2016Q1	$63.08	+29.7%	$38.0M
T. Rowe Price	2016Q1	$71.79	+14.0%	$339.9M
Wellington Management	2016Q2	$72.03	+13.6%	$6.0M
Two Sigma Investments	2016Q1	$76.68	+6.7%	$2.3M
Two Sigma Investments	2016Q1	$76.68	+6.7%	$2.3M
Two Sigma Investments	2016Q1	$76.68	+6.7%	$2.3M
AQR Capital Management	2016Q1	$77.59	+5.5%	$336.3M
Steve Cohen (Point72)	2016Q1	$79.44	+3.0%	$7.1M
Steve Cohen (Point72)	2016Q1	$79.44	+3.0%	$7.1M
D.E. Shaw & Co.	2016Q1	$79.62	+2.8%	$26.0M
D.E. Shaw & Co.	2016Q1	$79.62	+2.8%	$26.0M
D.E. Shaw & Co.	2016Q1	$79.62	+2.8%	$26.0M
Paul Tudor Jones (Tudor Investment)	2016Q1	$80.10	+2.2%	$7.6M
Paul Tudor Jones (Tudor Investment)	2016Q1	$80.10	+2.2%	$7.6M
Izzy Englander (Millennium Mgmt)	2016Q1	$81.47	+0.5%	$37.4M
Izzy Englander (Millennium Mgmt)	2016Q1	$81.47	+0.5%	$37.4M
Izzy Englander (Millennium Mgmt)	2016Q1	$81.47	+0.5%	$37.4M
Ken Griffin (Citadel Advisors)	2016Q1	$86.22	-5.1%	$106.7M
Ken Griffin (Citadel Advisors)	2016Q1	$86.22	-5.1%	$106.7M
Ken Griffin (Citadel Advisors)	2016Q1	$86.22	-5.1%	$106.7M
Ray Dalio (Bridgewater Associates)	2017Q2	$97.26	-15.9%	$21.9M
Norges Bank (Norway SWF)	2016Q1	$1125.85	-92.7%	$1.19B

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions3

Norges Bank (Norway SWF)
+14,518,531
$1.15B
Steve Cohen (Point72)
+352,600
$28.0M
Paul Tudor Jones (Tudor Investment)
+95,500
$7.6M

Added to5

AQR Capital Management
+1,777,115
$141.1M
D.E. Shaw & Co.
+753,370
$59.8M
Izzy Englander (Millennium Mgmt)
+705,688
$56.0M
Ken Griffin (Citadel Advisors)
+82,643
$6.6M
Wellington Management
+6,952
$552K

Trimmed5

Ray Dalio (Bridgewater Associates)
−712,963
$56.6M
Renaissance Technologies
−596,758
$47.4M
Two Sigma Investments
−181,431
$14.4M
T. Rowe Price
−2,060,109
$164K
Mario Gabelli (GAMCO)
−1,400
$111K

Exited1

Ken Fisher (Fisher Asset Mgmt)
−3,091
$260K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2022Q1	19	25,177,640	$370.44B	—
2022Q2	21	120,564,718	$303.08B	+2
2022Q3	19	93,051,967	$4.57B	-2
2022Q4	24	91,418,780	$4.47B	+5
2023Q1	23	94,569,527	$6.29B	-1
2023Q2	25	89,011,018	$6.73B	+2
2023Q3	23	83,425,855	$4.90B	-2
2023Q4	19	78,090,946	$4.57B	-4
2024Q1	19	102,541,465	$7.00B	—
2024Q2	23	106,740,743	$6.43B	+4
2024Q3	25	44,198,703	$3.43B	+2
2024Q4	22	40,576,134	$3.83B	-3
2025Q1	20	28,540,950	$2.73B	-2
2025Q2	19	38,988,440	$4.12B	-1
2025Q3	17	18,636,614	$1.57B	-2
2025Q4	23	33,023,861	$2.62B	+6

Congress members trading this stock

Date	Member	Type	Amount range	Filing
2026-03-13	Gilbert Cisneros	Buy	$1K – $15K	PDF ↗
2025-10-31	Lisa McClain	Sell	$1K – $15K	PDF ↗
2025-10-30	Lisa McClain	Sell	$1K – $15K	PDF ↗
2025-10-30	Lisa McClain	Buy	$1K – $15K	PDF ↗
2025-10-09	Byron Donalds	Buy	$1K – $15K	PDF ↗
2025-10-09	Byron Donalds	Buy	$1K – $15K	PDF ↗
2025-09-04	Byron Donalds	Sell	$1K – $15K	PDF ↗
2025-09-04	Byron Donalds	Sell	$1K – $15K	PDF ↗
2025-08-13	Lisa McClain	Buy	$1K – $15K	PDF ↗
2025-04-11	Dan Newhouse	Sell (P)	$1K – $15K	PDF ↗
2025-02-13	Byron Donalds	Buy	$1K – $15K	PDF ↗
2025-02-13	Byron Donalds	Buy	$1K – $15K	PDF ↗

Who owns FTNT

23 super-investors · 2025Q4

Tracked stake

33.02M

Combined value

$2.62B

% of shares outstanding

—

shares-out unknown

Quarter action mix

New5Added11Trim7

#	Manager	Shares	Value	% of book	Last action
1	Norges Bank Norway SWF	14.52M	$1.15B	0.1%	New+14.52M
2	T. Rowe Price	4.15M	$330M	0.0%	Trim−2.06M
3	AQR Capital Management	4.11M	$326M	0.2%	Added+1.78M
4	D.E. Shaw & Co.	1.75M	$139M	0.1%	Added+753.4K
5	Ken Griffin Citadel Advisors	1.30M	$104M	0.0%	Added+82.6K
6	Izzy Englander Millennium Mgmt	1.20M	$95M	0.0%	Added+705.7K
7	Two Sigma Investments	1.14M	$91M	0.1%	Trim−181.4K
8	Ken Griffin Citadel Advisors	1.10M	$87M	0.0%	Added+82.6K
9	Ken Griffin Citadel Advisors	1.04M	$83M	0.0%	Added+82.6K
10	Renaissance Technologies	464.2K	$37M	0.1%	Trim−596.8K
11	Izzy Englander Millennium Mgmt	457.3K	$36M	0.0%	Added+705.7K
12	Izzy Englander Millennium Mgmt	410.2K	$33M	0.0%	Added+705.7K
13	D.E. Shaw & Co.	318.3K	$25M	0.0%	Added+753.4K
14	Ray Dalio Bridgewater Associates	267.4K	$21M	0.1%	Trim−713.0K
15	Steve Cohen Point72	266.2K	$21M	0.0%	New+352.6K
16	Mario Gabelli GAMCO	105.9K	$8M	0.1%	Trim−1.4K
17	Paul Tudor Jones Tudor Investment	92.9K	$7M	0.0%	New+95.5K
18	D.E. Shaw & Co.	91.3K	$7M	0.0%	Added+753.4K
19	Steve Cohen Point72	86.4K	$7M	0.0%	New+352.6K
20	Wellington Management	73.3K	$6M	0.0%	Added+7.0K
21	Two Sigma Investments	34.1K	$3M	0.0%	Trim−181.4K
22	Two Sigma Investments	28.0K	$2M	0.0%	Trim−181.4K
23	Paul Tudor Jones Tudor Investment	2.6K	$206K	0.0%	New+95.5K

Recent moves

20 transactions

ADDWellington Management
+6,952 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+705,688 · 2025Q4
NEWPaul Tudor Jones (Tudor Investment)
+95,500 · 2025Q4
NEWSteve Cohen (Point72)
+352,600 · 2025Q4
ADDD.E. Shaw & Co.
+753,370 · 2025Q4
ADDAQR Capital Management
+1,777,115 · 2025Q4
ADDKen Griffin (Citadel Advisors)
+82,643 · 2025Q4
TRIMTwo Sigma Investments
−181,431 · 2025Q4
TRIMT. Rowe Price
−2,060,109 · 2025Q4
TRIMRay Dalio (Bridgewater Associates)
−712,963 · 2025Q4
TRIMRenaissance Technologies
−596,758 · 2025Q4
NEWNorges Bank (Norway SWF)
+14,518,531 · 2025Q4
SOLDKen Fisher (Fisher Asset Mgmt)
−3,091 · 2025Q4
TRIMMario Gabelli (GAMCO)
−1,400 · 2025Q4
ADDD.E. Shaw & Co.
+32,954 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+439,823 · 2025Q3
ADDTwo Sigma Investments
+921,480 · 2025Q3
TRIMT. Rowe Price
−1,887,076 · 2025Q3
TRIMWellington Management
−4,879 · 2025Q3
TRIMAQR Capital Management
−3,721,768 · 2025Q3

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