SILVERCREST ASSET MANAGEMENT GROUP LLC
Position in PANW — Palo Alto Networks Inc
CIK 1232395
NEW YORK, NY
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,580,074
+$5,072,116 QoQ
Shares Held
86,740
-43.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#421
of 2,904 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026SILVERCREST ASSET MANAGEMENT GROUP LLC holds $394,686,319 across 21 Software - Infrastructure names. PANW ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
634,750 | $236,774,445 | |
| 2 | ORCL |
Oracle Corp
|
204,397 | $29,954,380 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
86,740 | $29,580,074 | |
| 4 | ZS |
Zscaler, Inc.
|
114,383 | $16,145,160 | |
| 5 | ZETA |
Zeta Global Holdings Corp.
|
747,320 | $14,707,257 | |
| 6 | PAY |
Paymentus Holdings, Inc.
|
589,423 | $14,240,459 | |
| 7 | RELY |
Remitly Global, Inc.
|
542,704 | $12,161,996 | |
| 8 | NTAP |
NetApp, Inc.
|
62,244 | $9,632,881 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,580,074 | 86,740 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $24,507,958 | 152,869 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,794,476 | 9,742 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,978,982 | 9,719 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,992,375 | 9,736 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,658,108 | 9,717 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,191,474 | 6,548 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,126,914 | 3,297 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,027,539 | 3,031 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $981,953 | 3,456 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,100,197 | 3,731 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $741,768 | 3,164 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $578,474 | 2,264 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $348,546 | 1,745 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $215,589 | 1,545 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $224,485 | 605 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $264,089 | 820 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||