Convergence Investment Partners, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1456133
PALM BEACH GARDENS, FL
Position in PANW
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,039,430
New position
Shares Held
12,721
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Convergence Investment Partners, LLC holds $35,048,446 across 10 Software - Infrastructure names. PANW ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
24,127 | $8,931,091 | |
| 2 | VRSN |
Verisign Inc/Ca
|
21,461 | $5,330,053 | |
| 3 | FTNT |
Fortinet, Inc.
|
55,978 | $4,574,522 | |
| 4 | PATH |
UiPath, Inc.
|
396,363 | $4,399,629 | |
| 5 | TDC |
Teradata Corp /De/
|
167,347 | $4,289,103 | |
| 6 | DBX |
Dropbox, Inc.
|
92,775 | $2,107,848 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
12,721 | $2,039,430 | |
| 8 | NTAP |
NetApp, Inc.
|
16,618 | $1,701,517 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,039,430 | 12,721 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||