Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$378,873
+$186,651 QoQ
Shares Held
1,111
-7.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,247
of 2,905 holders
Holding Since
Jun 2023
13 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, 2026GW&K Investment Management, LLC holds $160,981,712 across 22 Software - Infrastructure names. PANW ranks #3 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,177 | $100,408,404 | |
| 2 | SAIL |
SailPoint, Inc.
|
4,017,925 | $58,822,421 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,111 | $378,873 | |
| 4 | ORCL |
Oracle Corp
|
1,819 | $266,574 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,296 | $247,257 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,811 | $211,289 | |
| 7 | TWLO |
Twilio Inc
|
593 | $122,353 | |
| 8 | CPAY |
Corpay, Inc.
|
313 | $104,313 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,873 | 1,111 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $192,222 | 1,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $84,179 | 457 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $93,461 | 459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,381 | 427 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $68,426 | 401 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $63,867 | 351 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $58,789 | 172 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $43,393 | 128 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $29,549 | 104 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $28,603 | 97 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,865 | 89 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $20,185 | 79 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||