Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$16,232,893
+$8,832,522 QoQ
Shares Held
47,601
+3.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#575
of 2,893 holders
Holding Since
Jun 2024
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Calamos Wealth Management LLC holds $140,639,203 across 8 Software - Infrastructure names. PANW ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
283,321 | $105,684,399 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
47,601 | $16,232,893 | |
| 3 | SNPS |
Synopsys Inc
|
19,604 | $8,744,756 | |
| 4 | ORCL |
Oracle Corp
|
35,155 | $5,151,965 | |
| 5 | NET |
Cloudflare, Inc.
|
8,868 | $2,175,143 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
6,696 | $1,277,496 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
8,100 | $945,027 | |
| 8 | FTNT |
Fortinet, Inc.
|
2,783 | $427,524 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,232,893 | 47,601 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,400,371 | 46,160 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $455,895 | 2,475 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $356,131 | 1,749 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $425,855 | 2,081 | Shares | Sole | 2025-07-29 | |
| 2024-06-30 | $237,307 | 700 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||