Neo Ivy Capital Management’s Fortinet FTNT Stock Holding History

Neo Ivy Capital Management’s Portfolio FTNT Stock Details FTNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24,412	Closed	-$2.05M	–	413
2025 Q3	$2.05M	Buy	+24,412	New	+$2.18M	0.5%	66
2022 Q4	$591K	Buy	12,096 +8,952	+285%	+$467K	0.4%	102
2022 Q3	$154K	Buy	+3,144	New	+$170K	0.4%	100
2021 Q4	–	Sell	-6,240	Closed	-$171K	–	498
2021 Q3	$171K	Buy	+6,240	New	+$361K	0.2%	168
2020 Q3	–	Sell	-6,240	Closed	-$171K	–	512
2020 Q2	$171K	Buy	+6,240	New	+$157K	0.2%	168
2019 Q4	–	Sell	-64,005	Closed	-$1.01M	–	308
2019 Q3	$1.01M	Buy	+64,005	New	+$1.04M	0.66%	50

Other funds holding FTNT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return