UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1463217
IRVING, TX
Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$16,248,592
-$1,672,041 QoQ
Shares Held
101,351
+4.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $384,628,881 across 32 Software - Infrastructure names. PANW ranks #3 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
774,509 | $286,699,996 | |
| 2 | ORCL |
Oracle Corp
|
215,402 | $31,687,788 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
101,351 | $16,248,592 | |
| 4 | FFIV |
F5, Inc.
|
48,707 | $14,092,396 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
75,283 | $11,012,397 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
17,981 | $7,019,962 | |
| 7 | SNPS |
Synopsys Inc
|
5,838 | $2,314,650 | |
| 8 | NET |
Cloudflare, Inc.
|
9,154 | $1,888,836 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,248,592 | 101,351 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $17,920,633 | 97,289 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $17,505,007 | 85,969 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,258,656 | 40,357 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $6,836,350 | 40,063 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $8,091,761 | 44,470 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $7,678,195 | 22,464 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $7,280,578 | 21,476 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,658,586 | 23,435 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,427,794 | 21,798 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $734,031 | 3,131 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $977,581 | 3,826 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $867,071 | 4,341 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,114,226 | 7,985 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $1,326,207 | 8,097 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,307,952 | 2,648 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,765,438 | 2,836 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,897,377 | 5,204 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,308,300 | 4,819 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,762,117 | 4,749 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,536,227 | 4,770 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,787,968 | 5,031 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $1,014,734 | 4,146 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $478,172 | 2,082 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $255,613 | 1,559 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||