ASSETMARK, INC

Position in PANW — Palo Alto Networks Inc

CIK 1344551 CONCORD, CA

Position in PANW

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$14,921,463

-$1,449,864 QoQ

Shares Held

93,073

+4.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

ASSETMARK, INC holds $914,030,770 across 59 Software - Infrastructure names. PANW ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	2,023,261	$748,950,524
2	PLTR	Palantir Technologies Inc.	380,533	$55,664,367
3	CHKP	Check Point Software Technologies Ltd	223,868	$31,979,543
4	ORCL	Oracle Corp	137,810	$20,273,229
5	VRSN	Verisign Inc/Ca	61,317	$15,228,690
6	PANW	Palo Alto Networks Inc This page	93,073	$14,921,463
7	NET	Cloudflare, Inc.	62,183	$12,830,840
8	FTNT	Fortinet, Inc.	27,395	$2,238,719

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$14,921,463	93,073	+4.7%	Shares	Sole	2026-05-06
2025-12-31	$16,371,327	88,878	-0.2%	Shares	Sole	2026-01-23
2025-09-30	$18,130,324	89,040	-0.2%	Shares	Sole	2025-11-06
2025-06-30	$18,266,166	89,260	-44.9%	Shares	Sole	2025-08-04
2025-03-31	$27,622,691	161,877	+2.8%	Shares	Sole	2025-05-06
2024-12-31	$28,663,612	157,527	+89.3%	Shares	Sole	2025-02-06
2024-09-30	$14,223,665	83,228	+8.5%	Shares	Sole	2024-11-01
2024-06-30	$12,998,151	76,683	+16.3%	Shares	Sole	2024-08-13
2024-03-31	$9,364,640	65,918	+12.0%	Shares	Sole	2024-05-07
2023-12-31	$8,676,254	58,846	-9.8%	Shares	Sole	2024-02-09
2023-09-30	$7,644,619	65,216	+1.6%	Shares	Sole	2023-10-27
2023-06-30	$8,203,276	64,211	+44.0%	Shares	Defined	2023-08-11
2023-03-31	$4,454,601	44,604	+16.2%	Shares	Defined	2023-05-05
2022-12-31	$2,677,493	38,376	+83.4%	Shares	Defined	2023-02-10
2022-09-30	$1,713,816	20,927	+216.8%	Shares	Sole	2022-11-01
2022-06-30	$543,745	6,605	+21.7%	Shares	Sole	2022-08-03
2022-03-31	$563,164	5,428	+4579.3%	Shares	Sole	2022-05-13
2021-12-31	$10,764	116	+6.4%	Shares	Sole	2022-02-14
2021-09-30	$8,701	109	+51.4%	Shares	Sole	2021-11-12
2021-06-30	$4,452	72	0.0%	Shares	Sole	2021-08-16
2021-03-31	$3,864	72	-1.4%	Shares	Sole	2021-05-14
2020-12-31	$4,323	73	+19.7%	Shares	Sole	2021-02-10
2020-09-30	$2,488	61	-21.8%	Shares	Sole	2020-11-13
2020-06-30	$2,985	78	-12.4%	Shares	Sole	2020-08-11
2020-03-31	$2,432	89	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.