Position in PANW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$5,540,551
+$3,583,526 QoQ
Shares Held
16,247
+33.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#269
of 1,123 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Diversified Trust Co holds $152,307,063 across 36 Software - Infrastructure names. PANW ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
225,992 | $84,299,535 | |
| 2 | NTAP |
NetApp, Inc.
|
41,902 | $6,484,753 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
16,247 | $5,540,551 | |
| 4 | ORCL |
Oracle Corp
|
35,842 | $5,252,644 | |
| 5 | DOX |
Amdocs Ltd
|
99,247 | $5,015,943 | |
| 6 | FTNT |
Fortinet, Inc.
|
30,938 | $4,752,695 | |
| 7 | NTNX |
Nutanix, Inc.
|
92,633 | $4,720,577 | |
| 8 | GEN |
Gen Digital Inc.
|
137,113 | $3,412,742 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,540,551 | 16,247 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,957,025 | 12,207 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,099,879 | 11,400 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $3,015,000 | 14,807 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $3,489,521 | 17,052 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,785,697 | 16,325 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,976,683 | 16,359 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $1,558,949 | 4,561 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,269,253 | 3,744 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,501,626 | 5,285 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $2,160,584 | 7,327 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $1,754,548 | 7,484 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $2,197,130 | 8,599 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $2,132,224 | 10,675 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $1,456,658 | 10,439 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $1,498,187 | 9,147 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,405,258 | 2,845 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $2,026,893 | 3,256 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $1,896,323 | 3,406 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $1,952,403 | 4,076 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $1,391,809 | 3,751 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,238,321 | 3,845 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,283,669 | 3,612 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $1,073,719 | 4,387 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $921,205 | 4,011 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $442,200 | 2,697 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||