포티넷, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionJefferies Financial Group Inc.
Latest Disclosed Ownership27,197 shares
Latest Disclosed Value $ 2,222,539
Jefferies Financial Group Inc. reports 43.75% increase in ownership of FTNT / Fortinet, Inc.

On May 7, 2026 - Jefferies Financial Group Inc. filed a 13F-HR form disclosing ownership of 27,197 shares of Fortinet, Inc. (MX:FTNT) valued at $2,222,539 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 18,919 shares of Fortinet, Inc.. This represents a change in shares of 43.75% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-07 2026-03-31 13F FORTINET COM 34959E109 27,197 8,278 43.75 2,223 47.94 0.0152
2026-02-09 2025-12-31 13F FORTINET COM 34959E109 18,919 -4,204 -18.18 1,502 -22.74 0.0077
2025-11-13 2025-09-30 13F FORTINET COM 34959E109 23,123 6,809 41.74 1,944 12.76 0.0092
2025-08-12 2025-06-30 13F FORTINET COM 34959E109 16,314 2,151 15.19 1,725 26.49 0.0145
2025-05-08 2025-03-31 13F FORTINET COM 34959E109 14,163 -27,565 -66.06 1,363 -65.42 0.0120
2025-02-27 2024-12-31 13F/A-1 FORTINET COM 34959E109 41,728 13,669 48.72 3,942 81.24 0.0236
2025-02-14 2024-12-31 13F FORTINET COM 34959E109 41,728 13,669 3,942 0.0235
2024-11-14 2024-09-30 13F FORTINET COM 34959E109 28,059 4,459 18.89 2,176 52.95 0.0156
2024-08-13 2024-06-30 13F FORTINET COM 34959E109 23,600 -30,616 -56.47 1,422 -61.60 0.0151
2024-05-13 2024-03-31 13F FORTINET COM 34959E109 54,216 17,654 48.29 3,703 73.12 0.0342
2024-05-06 2023-12-31 13F/A-1 FORTINET COM 34959E109 36,562 -94,231 -72.05 2,140 -72.13 0.0140
2024-02-14 2023-12-31 13F FORTINET COM 34959E109 36,562 -94,231 2,140 0.0140
2023-11-14 2023-09-30 13F FORTINET COM 34959E109 130,793 78,680 150.98 7,675 94.82 0.0690
2023-08-14 2023-06-30 13F FORTINET COM 34959E109 52,113 42,460 439.86 3,939 514.51 0.0353
2023-05-15 2023-03-31 13F FORTINET COM 34959E109 9,653 -1,281 -11.72 642 20.04 0.0052
2023-09-21 2022-12-31 13F/A-1 FORTINET COM 34959E109 10,934 10,934 535 0.0037
2023-02-14 2022-12-31 13F FORTINET COM 34959E109 45,860 45,860 496 0.0034
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.