Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,113,321
-$2,529,895 QoQ
Shares Held
38,132
-18.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 55.48999554191907.ToString("F0")%
Shared 0.ToString("F0")%
None 44.51000445808093.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $233,500,550 across 29 Software - Infrastructure names. PANW ranks #5 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
412,231 | $152,595,548 | |
| 2 | ORCL |
Oracle Corp
|
171,122 | $25,173,756 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
96,007 | $14,043,903 | |
| 4 | SNPS |
Synopsys Inc
|
15,707 | $6,227,510 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
38,132 | $6,113,321 | |
| 6 | NET |
Cloudflare, Inc.
|
23,156 | $4,778,008 | |
| 7 | VRSN |
Verisign Inc/Ca
|
15,494 | $3,848,089 | |
| 8 | DOX |
Amdocs Ltd
|
42,151 | $2,750,774 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,113,321 | 38,132 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,643,216 | 46,923 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $9,308,895 | 45,717 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,938,394 | 38,792 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $5,915,747 | 34,668 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $5,996,491 | 32,955 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,033,475 | 17,750 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $2,720,216 | 16,048 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $2,102,135 | 14,797 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $2,182,112 | 14,800 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,596,653 | 13,621 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,831,112 | 14,333 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,558,970 | 15,610 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $412,270 | 5,909 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $620,682 | 7,579 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $195,517 | 2,375 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $246,099 | 2,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $163,409 | 1,761 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||