Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,239,266
+$632,616 QoQ
Shares Held
3,634
-4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,590
of 2,893 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Hodges Capital Management Inc. holds $59,678,653 across 7 Software - Infrastructure names. PANW ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TWLO |
Twilio Inc
|
81,920 | $16,902,553 | |
| 2 | MSFT |
Microsoft Corp
|
29,435 | $10,979,843 | |
| 3 | SAIL |
SailPoint, Inc.
|
741,799 | $10,859,937 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
85,048 | $9,922,550 | |
| 5 | DOCN |
DigitalOcean Holdings, Inc.
|
60,405 | $9,485,397 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
3,634 | $1,239,266 | |
| 7 | AIOT |
Powerfleet, Inc.
|
75,485 | $289,107 |
All Filings in PANW
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239,266 | 3,634 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $606,650 | 3,784 | Shares | Sole | 2026-04-28 | |
| 2024-12-31 | $2,726,852 | 14,986 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,595,287 | 7,593 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,683,603 | 7,916 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,234,966 | 7,866 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $2,716,729 | 9,213 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,471,579 | 6,277 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,394 | 11,254 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,343,948 | 11,735 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,821,555 | 13,054 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,904,058 | 11,625 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,259,774 | 4,575 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,770,170 | 4,450 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,463,662 | 4,425 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $2,107,599 | 4,400 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $1,233,741 | 3,325 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,199,674 | 3,725 | Shares | Sole | 2021-04-07 | |
| No filing history on record for this holder in this stock. | ||||||