Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$18,396,078
+$169,673 QoQ
Shares Held
114,746
+16.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.4283025116344.ToString("F0")%
Shared 0.ToString("F0")%
None 0.5716974883656075.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Advisors Asset Management, Inc. holds $197,336,626 across 55 Software - Infrastructure names. PANW ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
274,697 | $101,684,588 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
139,872 | $20,460,476 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
114,746 | $18,396,078 | |
| 4 | ORCL |
Oracle Corp
|
118,368 | $17,413,116 | |
| 5 | XYZ |
Block, Inc.
|
184,509 | $11,103,751 | |
| 6 | FTNT |
Fortinet, Inc.
|
65,952 | $5,389,597 | |
| 7 | AKAM |
Akamai Technologies Inc
|
35,451 | $4,071,547 | |
| 8 | NTAP |
NetApp, Inc.
|
26,553 | $2,718,761 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,396,078 | 114,746 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,226,405 | 98,949 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,537,746 | 95,952 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $19,108,055 | 93,374 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,352,480 | 89,970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,307,437 | 89,621 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,764,841 | 45,435 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,697,471 | 51,311 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,688,841 | 54,122 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,729,922 | 59,210 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,739,563 | 57,495 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,342,718 | 57,475 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $5,791,361 | 57,989 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,292,599 | 61,525 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $5,762,869 | 70,369 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,177,780 | 26,454 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,980,060 | 28,723 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,962,704 | 31,928 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,796,320 | 35,027 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,329,453 | 37,668 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $2,242,880 | 41,785 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,578,118 | 43,526 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,751,473 | 42,937 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,594,444 | 41,654 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,081,235 | 39,567 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||