Position in PANW
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$65,795,488
+$51,561 QoQ
Shares Held
410,401
+15.0% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Janney Montgomery Scott LLC holds $1,132,954,068 across 43 Software - Infrastructure names. PANW ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,238,486 | $828,620,362 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
481,712 | $70,464,831 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
410,401 | $65,795,488 | |
| 4 | ORCL |
Oracle Corp
|
420,316 | $61,832,686 | |
| 5 | SNPS |
Synopsys Inc
|
52,264 | $20,721,630 | |
| 6 | TOST |
Toast, Inc.
|
524,792 | $13,912,235 | |
| 7 | NTAP |
NetApp, Inc.
|
118,939 | $12,178,164 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
72,127 | $10,303,341 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $65,795,488 | 410,401 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $65,743,927 | 356,916 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $67,238,174 | 330,214 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $58,401,391 | 285,386 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $60,092,241 | 352,158 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $62,659,927 | 344,361 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $20,775,116 | 121,563 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $21,003,025 | 123,908 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,292,435 | 121,722 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $19,175,455 | 130,056 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $12,347,485 | 105,336 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $13,023,472 | 101,941 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $9,328,656 | 93,408 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $5,281,728 | 75,702 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,871,134 | 71,691 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,765,340 | 21,444 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,049,822 | 19,757 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,369,629 | 14,760 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,148,720 | 14,389 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $809,755 | 13,094 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $684,914 | 12,760 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $677,729 | 11,442 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $427,415 | 10,478 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $378,036 | 9,876 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $239,463 | 8,763 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||