COLDSTREAM CAPITAL MANAGEMENT INC

Position in PANW — Palo Alto Networks Inc

CIK 1082339 BELLEVUE, WA

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$7,090,487

+$4,295,148 QoQ

Shares Held

20,792

+19.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#849

of 2,893 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 40% Shared 0% None 60%

Technology · as of Jun 30, 2026

COLDSTREAM CAPITAL MANAGEMENT INC holds $541,860,932 across 29 Software - Infrastructure names. PANW ranks #3 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,327,315	$495,115,040
2	ORCL	Oracle Corp	90,740	$13,297,946
3	PANW	Palo Alto Networks Inc This page	20,792	$7,090,487
4	CRWD	CrowdStrike Holdings, Inc.	29,840	$5,693,024
5	PLTR	Palantir Technologies Inc.	47,213	$5,508,340
6	FTNT	Fortinet, Inc.	19,765	$3,036,298
7	SNPS	Synopsys Inc	3,817	$1,702,649
8	NET	Cloudflare, Inc.	4,880	$1,196,966

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,090,487	20,792	+19.2%	Shares	Sole	2026-08-14
2026-03-31	$2,795,339	17,436	+14.2%	Shares	Sole	2026-05-08
2025-12-31	$2,813,286	15,273	+2.4%	Shares	Sole	2026-02-09
2025-09-30	$3,038,214	14,921	-3.5%	Shares	Sole	2025-11-19
2025-06-30	$3,163,120	15,457	+4.3%	Shares	Sole	2025-08-12
2025-03-31	$2,528,372	14,817	-2.2%	Shares	Sole	2025-05-13
2024-12-31	$2,755,966	15,146	+99.5%	Shares	Sole	2025-02-14
2024-09-30	$2,595,287	7,593	+45.7%	Shares	Sole	2024-11-18
2024-06-30	$1,766,920	5,212	+4.8%	Shares	Sole	2024-08-07
2024-03-31	$1,412,410	4,971	+27.4%	Shares	Sole	2024-05-14
2023-12-31	$1,150,916	3,903	+92.6%	Shares	Sole	2024-02-09
2023-09-30	$474,975	2,026	+59.0%	Shares	Sole	2023-11-02
2023-06-30	$325,519	1,274	+15.4%	Shares	Sole	2023-08-03
2023-03-31	$220,512	1,104	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.