1 tracked superinvestor hold FORTINET INC (FTNT), worth $136M combined, led by Terry Smith. Smart money is trimming FTNT as of the latest 13F filings.
Current price
$163.73
Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers FortiGate hardware and software licenses that provide various security and networking functions, including firewall, intrusion prevention, anti-malware, virtual private network, application control, web filtering, anti-spam, and wide…
Market cap
$63.8B
P/E
35.66
Div yield
0.0%
Revenue YoY
14.2%
Analyst target
$99
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$136M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
-1
0 buying · 1 selling
Smart money is net reducing FTNT: 1 funds trimmed versus 0 adding.
FORTINET INC (FTNT) is held by 1 tracked funds worth $136M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Terry Smith at 3.1% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 0 added and 1 trimmed, a net reduction.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 3.1% | $136M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own FTNT?
1 tracked funds hold FORTINET INC (FTNT), the largest being Terry Smith (Fundsmith) at 3.1% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling FTNT?
In the most recent 13F quarter, 0 tracked funds added or opened FTNT and 1 trimmed it.
How much FTNT do tracked funds hold?
Combined disclosed long exposure to FTNT across tracked superinvestors is $136M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.