Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$482,884
-$326,571 QoQ
Shares Held
1,416
-72.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,086
of 2,893 holders
Holding Since
Jun 2020
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RATIONAL ADVISORS, INC. holds $2,614,590 across 7 Software - Infrastructure names. PANW ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,806 | $1,792,733 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,416 | $482,884 | |
| 3 | ORCL |
Oracle Corp
|
1,057 | $154,903 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
873 | $101,852 | |
| 5 | FTNT |
Fortinet, Inc.
|
273 | $41,938 | |
| 6 | SNPS |
Synopsys Inc
|
70 | $31,224 | |
| 7 | VRSN |
Verisign Inc/Ca
|
36 | $9,056 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,884 | 1,416 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $809,455 | 5,049 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $822,084 | 4,463 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $564,434 | 2,772 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $417,260 | 2,039 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $385,817 | 2,261 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $440,707 | 2,422 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $418,021 | 1,223 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $496,988 | 1,466 | Shares | Other | 2024-07-25 | |
| 2023-06-30 | $2,146,284 | 8,400 | Shares | Other | 2023-08-08 | |
| 2022-09-30 | $1,914,868 | 11,691 | Shares | Other | 2022-11-08 | |
| 2022-06-30 | $344,276 | 697 | Shares | Other | 2022-08-09 | |
| 2020-09-30 | $4,405 | 18 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $21,818 | 95 | Shares | Other | 2020-08-10 | |
| No filing history on record for this holder in this stock. | ||||||