Fortinet vs. CrowdStrike: Both Grew 26%. Why Pay Four Times the Earnings Multiple?
Fortinet, Inc. (NASDAQ:FTNT) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) each reported roughly 26% revenue growth in their latest quarters.
Fortinet Inc. (FTNT)
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Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 10,127,342 | $1,555,762,278 | +5% | 0.69% |
| 2. | AQR Capital Management Cliff Asness | 8,673,742 | $1,331,939,724 | +12% | 0.46% |
| 3. | D E Shaw D. E. Shaw | 4,849,811 | $745,027,966 | +70% | 0.35% |
| 4. | Fundsmith LLP Terry Smith | 3,629,938 | $557,631,076 | -42% | 4.09% |
| 5. | Citadel Investment Group Ken Griffin | 2,379,364 | $365,517,898 | +132% | 0.04% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.57 | 143 | $7,660.51 | 143 | 2023-12-15 | Filing | |
| $23.54 | 80 | $1,883.30 | 80 | 2020-09-09 | Filing | |
| $23.54 | 80 | $1,883.30 | 80 | 2020-09-09 | Filing | |
| $104.22 | 335 | $34,912.03 | 301,471 | 2025-06-06 | Filing | |
| $106.34 | 328 | $34,877.88 | 300,006 | 2025-03-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $180.00 | 48 | $8,640.00 | 10,345 | 2026-09-24 | Filing | |
| $168.74 | 2,835 | $478,377.90 | 96,987 | 2026-09-15 | Filing | |
| $166.02 | 1,158 | $192,248.27 | 96,987 | 2026-09-14 | Filing | |
| $165.43 | 52,707 | $8,719,181.97 | 98,145 | 2026-09-14 | Filing | |
| $163.98 | 800 | $131,181.04 | 9,918,360 | 2026-08-03 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,374 | $1,139,416 | 1.11% | |
| 2. | 4,571 | $817,112 | 0.07% | |
| 3. | 1,749 | $312,651 | 0.06% | |
| 4. | 200 | $35,752 | 0.02% | |
| 5. | 190 | $33,964 | 0% |
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