Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,807,570
+$3,174,795 QoQ
Shares Held
17,030
+3.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#920
of 2,893 holders
Holding Since
Jun 2020
25 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, 2026Sigma Planning Corp holds $94,220,339 across 16 Software - Infrastructure names. PANW ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
134,286 | $50,091,363 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
91,392 | $17,436,222 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
78,226 | $9,126,627 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
17,030 | $5,807,570 | |
| 5 | ORCL |
Oracle Corp
|
28,227 | $4,136,666 | |
| 6 | CRWV |
CoreWeave, Inc.
|
14,141 | $1,407,595 | |
| 7 | FTNT |
Fortinet, Inc.
|
7,927 | $1,217,745 | |
| 8 | NET |
Cloudflare, Inc.
|
3,978 | $975,723 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,807,570 | 17,030 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,632,775 | 16,422 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,795,809 | 20,607 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,217,784 | 20,714 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,590,764 | 27,320 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $4,492,268 | 26,326 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,765,714 | 26,191 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,805,259 | 11,133 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $3,693,174 | 10,894 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,641,831 | 16,337 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,168,314 | 3,962 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,090,735 | 8,918 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,129,675 | 8,335 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,734,142 | 8,682 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $737,329 | 5,284 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $771,778 | 4,712 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $487,518 | 987 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $693,476 | 1,114 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $663,657 | 1,192 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $481,873 | 1,006 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $344,334 | 928 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $284,701 | 884 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $389,152 | 1,095 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $326,496 | 1,334 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $231,047 | 1,006 | Shares | Sole | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||