Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,602,795
-$551,814 QoQ
Shares Held
16,235
-5.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Choate Investment Advisors holds $135,304,580 across 13 Software - Infrastructure names. PANW ranks #3 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
324,686 | $120,189,016 | |
| 2 | ORCL |
Oracle Corp
|
30,332 | $4,462,140 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
16,235 | $2,602,795 | |
| 4 | FTNT |
Fortinet, Inc.
|
28,679 | $2,343,647 | |
| 5 | PRGS |
Progress Software Corp /Ma
|
61,948 | $1,588,966 | |
| 6 | CPAY |
Corpay, Inc.
|
4,511 | $1,312,655 | |
| 7 | IOT |
Samsara Inc.
|
25,946 | $822,228 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
3,249 | $475,263 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,602,795 | 16,235 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,154,609 | 17,126 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,346,901 | 16,437 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,650,701 | 12,953 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,597,531 | 9,362 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,275,591 | 12,506 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,407,874 | 4,119 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,272,643 | 3,754 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,147,885 | 4,040 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,216,674 | 4,126 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $703,320 | 3,000 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $683,744 | 2,676 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $313,392 | 1,569 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $227,310 | 1,629 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $219,746 | 353 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $374,699 | 673 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $331,946 | 693 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $297,953 | 803 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $260,224 | 808 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $319,140 | 898 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||