Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,678,065
+$4,186,296 QoQ
Shares Held
22,515
+3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#808
of 2,893 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BRADLEY FOSTER & SARGENT INC/CT holds $358,119,378 across 12 Software - Infrastructure names. PANW ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
763,656 | $284,858,961 | |
| 2 | ORCL |
Oracle Corp
|
220,862 | $32,367,326 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
142,264 | $27,141,837 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
22,515 | $7,678,065 | |
| 5 | SNPS |
Synopsys Inc
|
4,718 | $2,104,558 | |
| 6 | MDB |
MongoDB, Inc.
|
5,329 | $1,790,011 | |
| 7 | NET |
Cloudflare, Inc.
|
2,455 | $602,162 | |
| 8 | FOUR |
Shift4 Payments, Inc.
|
11,744 | $571,228 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,678,065 | 22,515 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,491,769 | 21,780 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,052,215 | 21,999 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,391,676 | 21,568 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,377,249 | 21,390 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,243,183 | 19,006 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,478,893 | 19,119 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,251,543 | 9,513 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,033,122 | 8,947 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,245,186 | 14,941 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $7,154,378 | 24,262 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,649,066 | 24,096 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,156,768 | 24,096 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,782,574 | 23,944 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,343,657 | 23,962 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,120,137 | 25,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,067,594 | 8,235 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,004,359 | 8,039 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,135,055 | 7,427 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $3,466,521 | 7,237 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,648,185 | 7,137 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $2,298,543 | 7,137 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,092,182 | 5,887 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,440,844 | 5,887 | Shares | Sole | 2020-10-26 | |
| 2020-03-31 | $958,019 | 5,843 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||