FTNT
Fortinet Inc
2 of the 83 super-investors we track hold FTNT, worth a combined $539M per their latest 13F filings. The largest position: Terry Smith at 3.8% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 21 of 100 (how strongly the cohort backs it) — ranked #624 of 742 stocks. The stock is up 34.6x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Terry Smith (12q straight), Lee Ainslie (10q straight), Viking Global Investors (4q straight). All multibaggers the cohort held →
Why super-investors own FTNT
FTNT is held by 2 super-investors in our cohort, with a combined position value of $539M. The highest-conviction owner is Terry Smith at 3.8% of their portfolio. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 37q | $366M | 2,379,364 |
| 2 | Terry Smith | 3.8% | 13q | $173M | 1,126,234 |
Owners of FTNT also hold
Congress is trading FTNT
Congress tracker →- Gilbert Cisnerossold$1,001 - $15,000 · 2026-04-14
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-03-13
- Tony Wiedsold$15,001 - $50,000 · 2026-02-19
- Lisa McClainsold$1,001 - $15,000 · 2025-10-31
- Lisa McClainbought$1,001 - $15,000 · 2025-10-30
- Lisa McClainsold$1,001 - $15,000 · 2025-10-30
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Terry Smith | TRIM | 3.8% | -32% | $173M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 34959E109. Not investment advice.