SEC 13F Intelligence

Surience Private Wealth LLC / FTNT

Surience Private Wealth LLC’s Fortinet Inc Position

Does Surience Private Wealth LLC own Fortinet Inc (FTNT)? Not currently — the last reported position was 39.4K shares worth $4M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2025
Shares
39.4K
% of Portfolio
+3.91%
Quarters Held
2
position exited

Position History FTNT

Reported value by quarter
Q4 ’21: $5MQ4 ’21Q2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202539.4K$4M+3.91%
Q4 202114.6K$5M+4.27%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of FTNT.