Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,320,770
+$730,472 QoQ
Shares Held
3,873
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,565
of 2,893 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026ASPIRIANT, LLC holds $23,208,851 across 7 Software - Infrastructure names. PANW ranks #3 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
47,661 | $17,778,506 | |
| 2 | ORCL |
Oracle Corp
|
19,410 | $2,844,535 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
3,873 | $1,320,770 | |
| 4 | NN |
Nextnav Inc.
|
33,412 | $595,735 | |
| 5 | FTNT |
Fortinet, Inc.
|
2,351 | $361,160 | |
| 6 | OKTA |
Okta, Inc.
|
1,647 | $224,733 | |
| 7 | BIRD |
Smartbird, Inc.
|
20,853 | $83,412 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,320,770 | 3,873 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $590,298 | 3,682 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $447,974 | 2,432 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $375,475 | 1,844 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $510,986 | 2,497 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $391,277 | 2,293 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $374,837 | 2,060 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $302,834 | 886 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $299,684 | 884 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $303,734 | 1,069 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $312,277 | 1,059 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $247,568 | 1,056 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $269,052 | 1,053 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $257,265 | 1,288 | Shares | Sole | 2023-04-27 | |
| 2022-09-30 | $225,538 | 1,377 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $230,175 | 466 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $369,771 | 594 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $267,801 | 481 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $219,860 | 459 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||