Position in PANW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$11,602,839
-$1,540,199 QoQ
Shares Held
72,373
+1.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026D.A. DAVIDSON & CO. holds $410,742,609 across 29 Software - Infrastructure names. PANW ranks #3 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
885,003 | $327,601,560 | |
| 2 | ORCL |
Oracle Corp
|
127,823 | $18,804,041 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
72,373 | $11,602,839 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
77,589 | $11,349,718 | |
| 5 | CPAY |
Corpay, Inc.
|
29,758 | $8,659,280 | |
| 6 | PATH |
UiPath, Inc.
|
596,888 | $6,625,456 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
43,789 | $4,273,915 | |
| 8 | DOCN |
DigitalOcean Holdings, Inc.
|
44,810 | $3,843,801 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,602,839 | 72,373 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,143,038 | 71,352 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $14,540,096 | 71,408 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $13,534,889 | 66,140 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $11,186,817 | 65,558 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $12,023,552 | 66,078 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $5,360,620 | 31,367 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,799,105 | 34,212 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,153,980 | 29,240 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,663,084 | 31,627 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,409,109 | 29,083 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,861,522 | 30,226 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,207,924 | 32,121 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,205,011 | 31,604 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $2,387,157 | 29,149 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $901,934 | 10,956 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,272,618 | 12,266 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $867,988 | 9,354 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $717,701 | 8,990 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $543,712 | 8,792 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $442,242 | 8,239 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $205,060 | 3,462 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $135,265 | 3,316 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $112,767 | 2,946 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $144,066 | 5,272 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||