CARY STREET PARTNERS FINANCIAL LLC
Position in PANW — Palo Alto Networks Inc
CIK 1475045
RICHMOND, VA
Position in PANW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$27,736,861
+$14,408,018 QoQ
Shares Held
81,335
-2.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#432
of 2,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $127,829,033 across 15 Software - Infrastructure names. PANW ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
213,728 | $79,724,818 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
81,335 | $27,736,861 | |
| 3 | ORCL |
Oracle Corp
|
48,604 | $7,122,915 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
49,287 | $5,750,314 | |
| 5 | TOST |
Toast, Inc.
|
96,485 | $2,684,212 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
35,072 | $1,672,802 | |
| 7 | TWLO |
Twilio Inc
|
4,375 | $902,693 | |
| 8 | ZS |
Zscaler, Inc.
|
5,035 | $710,690 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,736,861 | 81,335 | Shares | Defined | 2026-07-17 | |
| 2026-03-31 | $13,328,843 | 83,139 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $13,712,584 | 74,444 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $13,617,087 | 66,875 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,181,484 | 25,320 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,833,768 | 22,467 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $3,886,665 | 21,360 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||