Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$106,928,470
-$3,884,223 QoQ
Shares Held
666,969
+10.9% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Ensign Peak Advisors, Inc holds $3,821,741,777 across 59 Software - Infrastructure names. PANW ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,631,072 | $2,454,623,922 | |
| 2 | ORCL |
Oracle Corp
|
3,920,584 | $576,757,112 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,342,614 | $196,397,575 | |
| 4 | FOUR |
Shift4 Payments, Inc.
|
3,106,441 | $135,844,664 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
666,969 | $106,928,470 | |
| 6 | MDB |
MongoDB, Inc.
|
276,559 | $67,693,346 | |
| 7 | OKTA |
Okta, Inc.
|
656,942 | $51,707,904 | |
| 8 | ZS |
Zscaler, Inc.
|
275,793 | $38,690,999 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $106,928,470 | 666,969 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $110,812,693 | 601,589 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $118,341,500 | 581,188 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $106,716,076 | 521,482 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $60,391,543 | 353,912 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $98,578,103 | 541,757 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $58,663,988 | 343,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $52,764,194 | 311,284 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $48,293,576 | 339,940 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $65,998,567 | 447,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $59,367,123 | 506,459 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $77,766,640 | 608,717 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $59,715,868 | 597,936 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $18,827,225 | 269,847 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,224,161 | 112,634 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,365,395 | 28,733 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,054,761 | 29,443 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $4,989,495 | 53,770 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $530,093 | 6,640 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $345,695 | 5,590 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $298,710 | 5,565 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $250,609 | 4,231 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $339,998 | 8,335 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $253,019 | 6,610 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,783,804 | 65,277 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||