Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,566,880
+$9,453,559 QoQ
Shares Held
45,648
+19.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#586
of 2,904 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $251,787,129 across 32 Software - Infrastructure names. PANW ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
402,976 | $150,318,107 | |
| 2 | ORCL |
Oracle Corp
|
145,669 | $21,347,791 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
45,648 | $15,566,880 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
89,468 | $10,438,231 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
46,952 | $8,957,737 | |
| 6 | NET |
Cloudflare, Inc.
|
26,663 | $6,539,900 | |
| 7 | SNPS |
Synopsys Inc
|
11,210 | $5,000,444 | |
| 8 | VRSN |
Verisign Inc/Ca
|
18,538 | $4,663,419 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,566,880 | 45,648 | Shares | Sole | 2026-08-14 | |
| 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 | $6,066,950 | 17,750 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $5,440,432 | 16,048 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $4,204,271 | 14,797 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $4,364,224 | 14,800 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $3,193,307 | 13,621 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $3,662,224 | 14,333 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $3,117,941 | 15,610 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $824,541 | 5,909 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,241,364 | 7,579 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,173,107 | 2,375 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,476,594 | 2,372 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $980,454 | 1,761 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||