Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$20,215,323
+$11,542,333 QoQ
Shares Held
59,279
+9.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#519
of 2,893 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 77%
Shared 22%
None 1%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $163,425,007 across 35 Software - Infrastructure names. PANW ranks #2 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,967 | $100,703,089 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
59,279 | $20,215,323 | |
| 3 | ORCL |
Oracle Corp
|
95,018 | $13,924,887 | |
| 4 | NTAP |
NetApp, Inc.
|
29,337 | $4,540,193 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
35,526 | $4,144,817 | |
| 6 | FTNT |
Fortinet, Inc.
|
15,865 | $2,437,180 | |
| 7 | TWLO |
Twilio Inc
|
10,546 | $2,175,955 | |
| 8 | FFIV |
F5, Inc.
|
3,147 | $1,309,025 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,215,323 | 59,279 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $8,672,990 | 54,098 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,051,956 | 49,142 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $10,855,389 | 53,312 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $10,601,783 | 51,807 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $10,622,851 | 62,253 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $11,843,047 | 65,086 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $11,167,631 | 32,673 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,028,333 | 32,531 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $9,237,065 | 32,510 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,448,063 | 42,214 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $9,833,585 | 41,945 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $10,754,926 | 42,092 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,904,009 | 44,578 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $6,273,020 | 44,955 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,367,273 | 44,980 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $7,688,666 | 15,566 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $9,380,606 | 15,069 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,839,177 | 14,080 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $6,444,942 | 13,455 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,740,908 | 12,777 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $339,451 | 1,054 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $367,473 | 1,034 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $244,505 | 999 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $235,181 | 1,024 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||