Ardmore Road Asset Management’s Fortinet FTNT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$6.61M Sell
43,000
-278,200
-87% -$32.1M 0.39% 56
2026
Q1
$26.2M Buy
321,200
+49,452
+18% +$3.99M 1.73% 26
2025
Q4
$21.6M Buy
271,748
+21,748
+9% +$1.8M 1.64% 29
2025
Q3
$21M Buy
+250,000
New +$22.3M 1.36% 33

Other funds holding FTNT

Ardmore Road Asset Management's FTNT Position: Q2 2026 in Review

Ardmore Road Asset Management reduced its Fortinet (FTNT) stake by 87% in Q2 2026, selling an estimated $32.1M and leaving 43,000 shares worth $6.61M. The position accounts for 0.39% of the portfolio, ranked #56.

Ardmore Road Asset Management first reported a position in FTNT in Q3 2025 and has held it in 4 quarters since. The position peaked at $26.2M in Q1 2026. 1,574 funds tracked by Wall St. Rank hold FTNT as of Q2 2026.

  • Ardmore Road Asset Management held 43,000 shares of Fortinet worth $6.61M as of Q2 2026.
  • Ardmore Road Asset Management sold 278,200 Fortinet shares in Q2 2026, an estimated $32.1M.
  • Fortinet made up 0.39% of Ardmore Road Asset Management's portfolio in Q2 2026, its #56 holding.
  • Ardmore Road Asset Management first reported a position in Fortinet in Q3 2025 and has held it in 4 quarters since.
  • Ardmore Road Asset Management's Fortinet position peaked at $26.2M in Q1 2026.
  • 1,574 funds tracked by Wall St. Rank held Fortinet as of Q2 2026.

Based on Ardmore Road Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.