Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$201,307,856
+$107,504,786 QoQ
Shares Held
590,311
+0.9% QoQ
Ownership
0.072%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#138
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 1%
None 1%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026COMMERCE BANK holds $1,200,663,931 across 29 Software - Infrastructure names. PANW ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,172,142 | $810,252,407 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
590,311 | $201,307,856 | |
| 3 | ORCL |
Oracle Corp
|
414,252 | $60,708,630 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
225,296 | $42,983,096 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
266,008 | $31,035,152 | |
| 6 | NTAP |
NetApp, Inc.
|
60,789 | $9,407,704 | |
| 7 | CPAY |
Corpay, Inc.
|
22,489 | $7,494,907 | |
| 8 | NET |
Cloudflare, Inc.
|
26,233 | $6,434,429 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,307,856 | 590,311 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $93,803,070 | 585,099 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $90,782,601 | 492,848 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $87,534,608 | 429,892 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $61,589,271 | 300,964 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $8,256,244 | 48,384 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $8,508,266 | 46,759 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,811,261 | 25,779 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,310,151 | 24,513 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,150,983 | 25,168 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $7,010,476 | 23,774 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,252,166 | 30,934 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,979,065 | 31,228 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,264,143 | 36,368 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,077,301 | 36,386 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $8,647,128 | 52,794 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $9,011,931 | 18,245 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,900,900 | 20,724 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $13,334,396 | 23,950 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $13,061,365 | 27,268 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $11,615,354 | 31,304 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $11,038,612 | 34,275 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $12,815,369 | 36,060 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,029,862 | 40,980 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $9,184,494 | 39,990 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $5,677,449 | 34,627 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||