Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,843,213
+$1,430,229 QoQ
Shares Held
5,405
+109.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,415
of 2,893 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Keel Point, LLC holds $26,089,286 across 13 Software - Infrastructure names. PANW ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,125 | $14,967,427 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
21,446 | $2,818,647 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
5,405 | $1,843,213 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
15,051 | $1,756,000 | |
| 5 | ORCL |
Oracle Corp
|
9,538 | $1,397,793 | |
| 6 | XYZ |
Block, Inc.
|
13,045 | $991,420 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,092 | $589,907 | |
| 8 | TOST |
Toast, Inc.
|
12,833 | $357,014 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,843,213 | 5,405 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $412,984 | 2,576 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $527,180 | 2,862 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $547,737 | 2,690 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $575,038 | 2,810 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $433,766 | 2,542 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $349,909 | 1,923 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $327,786 | 959 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $317,991 | 938 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $279,868 | 985 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $282,495 | 958 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $200,211 | 854 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $222,804 | 872 | Shares | Sole | 2023-07-12 | |
| No filing history on record for this holder in this stock. | ||||||