Position in PANW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$109,942,119
+$61,755,699 QoQ
Shares Held
322,392
+7.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#200
of 2,891 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Welch & Forbes LLC holds $488,559,815 across 11 Software - Infrastructure names. PANW ranks #2 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
887,243 | $330,959,383 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
322,392 | $109,942,119 | |
| 3 | ORCL |
Oracle Corp
|
121,788 | $17,848,031 | |
| 4 | SNPS |
Synopsys Inc
|
33,409 | $14,902,752 | |
| 5 | MDB |
MongoDB, Inc.
|
24,477 | $8,221,824 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
32,325 | $4,248,474 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
5,596 | $1,067,632 | |
| 8 | NTAP |
NetApp, Inc.
|
4,395 | $680,170 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,942,119 | 322,392 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $48,186,420 | 300,564 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $43,180,716 | 234,423 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,039,244 | 147,526 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,806,099 | 18,599 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,205,643 | 18,786 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,409,202 | 18,736 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,199,931 | 9,362 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,173,811 | 9,362 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,650,648 | 9,329 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,745,332 | 9,310 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,181,698 | 9,306 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,365,000 | 9,256 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,769,296 | 8,858 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,236,045 | 8,858 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,438,731 | 8,784 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,446,255 | 2,928 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,822,709 | 2,928 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,630,192 | 2,928 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,402,511 | 2,928 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,086,434 | 2,928 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $701,447 | 2,178 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $774,039 | 2,178 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $533,065 | 2,178 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $511,704 | 2,228 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $365,303 | 2,228 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||