Position in PANW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$30,528,451
+$15,606,988 QoQ
Shares Held
89,521
-3.8% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#417
of 2,904 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026ASSETMARK, INC holds $985,994,663 across 57 Software - Infrastructure names. PANW ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,097,112 | $782,264,718 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
370,580 | $43,235,568 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
167,752 | $32,004,565 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
89,521 | $30,528,451 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
227,523 | $29,903,347 | |
| 6 | ORCL |
Oracle Corp
|
155,313 | $22,761,120 | |
| 7 | NET |
Cloudflare, Inc.
|
62,325 | $15,287,076 | |
| 8 | VRSN |
Verisign Inc/Ca
|
49,878 | $12,547,309 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,528,451 | 89,521 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $14,921,463 | 93,073 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $16,371,327 | 88,878 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $18,130,324 | 89,040 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $18,266,166 | 89,260 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $27,622,691 | 161,877 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $28,663,612 | 157,527 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $28,447,330 | 83,228 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $25,996,303 | 76,683 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $18,729,281 | 65,918 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $17,352,508 | 58,846 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,289,239 | 65,216 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $16,406,552 | 64,211 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,909,202 | 44,604 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,354,987 | 38,376 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,427,633 | 20,927 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,262,472 | 6,605 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $3,378,985 | 5,428 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $64,584 | 116 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $52,210 | 109 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $26,715 | 72 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $23,188 | 72 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $25,943 | 73 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,929 | 61 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $17,914 | 78 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $14,592 | 89 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||