포티넷, Inc.
MX ˙ BMV ˙ US34959E1091
SecurityMX:FTNT / Fortinet, Inc.
InstitutionLido Advisors, LLC
Latest Disclosed Ownership185,050 shares
Latest Disclosed Value $ 15,122,382
Lido Advisors, LLC reports 13.17% increase in ownership of FTNT / Fortinet, Inc.

On May 13, 2026 - Lido Advisors, LLC filed a 13F-HR form disclosing ownership of 185,050 shares of Fortinet, Inc. (MX:FTNT) valued at $15,122,382 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 163,522 shares of Fortinet, Inc.. This represents a change in shares of 13.17% 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)
2026-05-13 2026-03-31 13F FORTINET COM 34959E109 185,050 21,528 13.17 15,122 11.09 0.0441
2026-02-10 2025-12-31 13F FORTINET COM 34959E109 163,522 2,854 1.78 13,613 0.76 0.0407
2025-11-14 2025-09-30 13F FORTINET COM 34959E109 160,668 36,333 29.22 13,509 2.78 0.0423
2025-08-13 2025-06-30 13F FORTINET COM 34959E109 124,335 99,868 408.17 13,145 458.13 0.0512
2025-05-15 2025-03-31 13F FORTINET COM 34959E109 24,467 7,808 46.87 2,355 49.71 0.0106
2025-02-14 2024-12-31 13F FORTINET COM 34959E109 16,659 -10,032 -37.59 1,574 -13.90 0.0072
2024-11-14 2024-09-30 13F FORTINET COM 34959E109 26,691 14,949 127.31 1,828 158.42 0.0091
2024-08-15 2024-06-30 13F FORTINET COM 34959E109 11,742 -158 -1.33 708 -12.93 0.0039
2024-05-15 2024-03-31 13F FORTINET COM 34959E109 11,900 3,437 40.61 813 64.04 0.0048
2024-02-14 2023-12-31 13F FORTINET COM 34959E109 8,463 -2,983 -26.06 495 -26.23 0.0033
2023-11-14 2023-09-30 13F FORTINET COM 34959E109 11,446 -194 -1.67 672 -23.66 0.0051
2023-08-09 2023-06-30 13F FORTINET COM 34959E109 11,640 -879 -7.02 880 5.65 0.0063
2023-05-15 2023-03-31 13F FORTINET COM 34959E109 12,519 321 2.63 832 39.60 0.0081
2023-02-14 2022-12-31 13F FORTINET COM 34959E109 12,198 897 7.94 596 7.39 0.0073
2022-11-14 2022-09-30 13F FORTINET COM 34959E109 11,301 -5,134 -31.24 555 -40.26 0.0070
2022-08-15 2022-06-30 13F FORTINET COM 34959E109 16,435 14,478 739.81 929 39.07 0.0123
2022-05-17 2022-03-31 13F FORTINET COM 34959E109 1,957 189 10.69 668 5.20 0.0074
2022-02-15 2021-12-31 13F FORTINET COM 34959E109 1,768 -62 -3.39 635 18.91 0.0069
2022-02-15 2021-09-30 13F/A-1 FORTINET COM 34959E109 1,830 -436 -19.24 534 -1.11 0.0075
2021-11-12 2021-09-30 13F FORTINET COM 34959E109 1,830 -436 534 0.0069
2021-08-12 2021-06-30 13F FORTINET COM 34959E109 2,266 -332 -12.78 540 12.73 0.0075
2021-05-13 2021-03-31 13F FORTINET COM 34959E109 2,598 -3 -0.12 479 24.09 0.0140
2021-02-08 2020-12-31 13F FORTINET COM 34959E109 2,601 2,601 386 0.0130
2020-05-12 2020-03-31 13F FORTINET COM 34959E109 0 -2,838 -100.00 0 -100.00
2020-02-07 2019-12-31 13F FORTINET COM 34959E109 2,838 2,838 303 0.0176
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.