Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,476,827
+$275,441 QoQ
Shares Held
71,587
+17.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BENJAMIN EDWARDS INC holds $192,170,317 across 18 Software - Infrastructure names. PANW ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
405,561 | $150,126,514 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,686 | $12,241,587 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
71,587 | $11,476,827 | |
| 4 | ORCL |
Oracle Corp
|
63,726 | $9,374,731 | |
| 5 | ZS |
Zscaler, Inc.
|
10,262 | $1,439,655 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
10,292 | $1,004,524 | |
| 7 | BLSH |
Bullish
|
26,069 | $931,444 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,785 | $912,983 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $5,083,248 | 29,744 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $995,163 | 5,871 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $622,102 | 4,379 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $23,000 | 156 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $15,590 | 133 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $10,986 | 86 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $6,990 | 70 | Shares | Defined | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||