Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$116,194,039
+$73,179,703 QoQ
Shares Held
340,725
+27.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#194
of 2,892 holders
Holding Since
Jun 2020
25 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, 2026Rafferty Asset Management, LLC holds $1,425,105,581 across 24 Software - Infrastructure names. PANW ranks #3 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,079,384 | $775,651,819 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,692,922 | $197,513,209 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
340,725 | $116,194,039 | |
| 4 | ORCL |
Oracle Corp
|
605,668 | $88,760,645 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
413,132 | $78,819,388 | |
| 6 | FTNT |
Fortinet, Inc.
|
306,699 | $47,115,100 | |
| 7 | SNPS |
Synopsys Inc
|
95,672 | $42,676,409 | |
| 8 | CRWV |
CoreWeave, Inc.
|
139,521 | $13,887,920 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $116,194,039 | 340,725 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $43,014,336 | 268,303 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,401,768 | 284,483 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $59,416,926 | 291,803 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $58,131,061 | 284,065 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $43,255,874 | 253,492 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $53,824,495 | 295,804 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $50,320,137 | 147,221 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $52,848,946 | 155,892 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $42,450,726 | 149,406 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $39,843,595 | 135,118 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $27,753,007 | 118,380 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,723,033 | 120,242 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,432,027 | 32,202 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,907,900 | 35,172 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,331,240 | 44,760 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,158,897 | 16,518 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,368,778 | 15,050 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,782,945 | 13,979 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $3,029,194 | 6,324 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,934,264 | 7,908 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,028,976 | 9,405 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,139,297 | 14,461 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $3,046,895 | 12,449 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $702,789 | 3,060 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||