Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$23,855,030
+$12,378,203 QoQ
Shares Held
69,952
-2.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#469
of 2,893 holders
Holding Since
Mar 2023
14 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, 2026BENJAMIN EDWARDS INC holds $242,262,088 across 22 Software - Infrastructure names. PANW ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
474,527 | $177,008,061 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
69,952 | $23,855,030 | |
| 3 | ORCL |
Oracle Corp
|
109,275 | $16,014,250 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
79,883 | $9,319,949 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
47,064 | $2,244,775 | |
| 6 | ZS |
Zscaler, Inc.
|
14,808 | $2,090,148 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
93,145 | $1,833,093 | |
| 8 | CRWV |
CoreWeave, Inc.
|
12,960 | $1,290,037 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,855,030 | 69,952 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $11,476,827 | 71,587 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,201,386 | 60,811 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $12,059,394 | 59,225 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $11,130,778 | 54,392 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $7,494,849 | 43,922 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $11,437,640 | 62,858 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,166,498 | 29,744 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,990,327 | 5,871 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $1,244,205 | 4,379 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $46,001 | 156 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $31,180 | 133 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,973 | 86 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $13,981 | 70 | Shares | Defined | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||