BOSTON FAMILY OFFICE LLC
Family OfficePosition in PANW — Palo Alto Networks Inc
CIK 1039807
BOSTON, MA
Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$22,074,300
-$672,373 QoQ
Shares Held
137,689
+11.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BOSTON FAMILY OFFICE LLC holds $86,100,925 across 8 Software - Infrastructure names. PANW ranks #2 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
136,974 | $50,703,665 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
137,689 | $22,074,300 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
39,985 | $5,849,005 | |
| 4 | SNPS |
Synopsys Inc
|
7,108 | $2,818,179 | |
| 5 | NN |
Nextnav Inc.
|
125,000 | $2,002,500 | |
| 6 | ORCL |
Oracle Corp
|
13,075 | $1,923,463 | |
| 7 | INFQ |
Infleqtion, Inc.
|
42,000 | $412,020 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
3,256 | $317,793 |
All Filings in PANW
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,074,300 | 137,689 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,746,673 | 123,489 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,161,345 | 118,659 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,614,561 | 110,509 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,200,633 | 106,661 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,659,270 | 102,546 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,939,949 | 52,311 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,926,731 | 46,764 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,263,650 | 37,051 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,008,598 | 27,188 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,337,253 | 28,470 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,280,365 | 25,677 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,619,190 | 26,226 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,850,719 | 26,526 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,000,367 | 24,426 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $637,511 | 7,744 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $553,307 | 5,333 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $373,956 | 4,030 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $154,956 | 1,941 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||