BOSTON FAMILY OFFICE LLC
Family OfficePosition in PANW — Palo Alto Networks Inc
CIK 1039807
BOSTON, MA
Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$46,093,627
+$24,019,327 QoQ
Shares Held
135,164
-1.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.81%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
20 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 Jun 30, 2026BOSTON FAMILY OFFICE LLC holds $114,366,106 across 8 Software - Infrastructure names. PANW ranks #2 (40.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
143,994 | $53,712,641 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
135,164 | $46,093,627 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
39,561 | $4,615,581 | |
| 4 | SNPS |
Synopsys Inc
|
6,632 | $2,958,336 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
12,204 | $2,328,340 | |
| 6 | NN |
Nextnav Inc.
|
125,000 | $2,228,750 | |
| 7 | ORCL |
Oracle Corp
|
12,756 | $1,869,391 | |
| 8 | INFQ |
Infleqtion, Inc.
|
42,000 | $559,440 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $46,093,627 | 135,164 | Shares | Sole | 2026-08-12 | |
| 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 | $17,879,899 | 52,311 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $15,853,463 | 46,764 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $10,527,300 | 37,051 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,017,197 | 27,188 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,674,506 | 28,470 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,560,730 | 25,677 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,238,381 | 26,226 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,701,438 | 26,526 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,000,734 | 24,426 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $3,825,069 | 7,744 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,319,846 | 5,333 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,243,741 | 4,030 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $929,738 | 1,941 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||