Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$344,507,952
+$171,002,434 QoQ
Shares Held
1,010,228
-6.7% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#81
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $6,577,302,767 across 71 Software - Infrastructure names. PANW ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
11,497,807 | $4,288,911,967 | |
| 2 | ORCL |
Oracle Corp
|
2,807,230 | $411,399,556 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,010,228 | $344,507,952 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
1,596,688 | $304,624,120 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,228,011 | $143,272,043 | |
| 6 | SNPS |
Synopsys Inc
|
315,493 | $140,731,962 | |
| 7 | VRSN |
Verisign Inc/Ca
|
531,550 | $133,716,718 | |
| 8 | FTNT |
Fortinet, Inc.
|
570,526 | $87,644,204 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $344,507,952 | 1,010,228 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $173,505,518 | 1,082,245 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $177,615,034 | 964,251 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $236,739,200 | 1,162,652 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $220,238,684 | 1,076,225 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $185,615,707 | 1,087,762 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $204,073,780 | 1,121,531 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $197,285,251 | 577,195 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $177,078,483 | 522,340 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $140,469,894 | 494,386 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $147,221,493 | 499,259 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $108,207,891 | 461,559 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $92,674,754 | 362,705 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $70,298,692 | 351,951 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $47,002,095 | 336,836 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $51,239,736 | 312,838 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $49,979,792 | 101,186 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $58,214,041 | 93,515 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $52,176,187 | 93,714 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $44,985,745 | 93,916 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $32,647,593 | 87,987 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $27,709,415 | 86,038 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $28,907,794 | 81,341 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $17,722,606 | 72,411 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $16,311,838 | 71,023 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $13,181,744 | 80,396 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||