Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$197,435,683
+$69,736,086 QoQ
Shares Held
1,231,510
+77.6% QoQ
Ownership
0.151%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.18775324601505.ToString("F0")%
Shared 0.ToString("F0")%
None 11.812246753984946.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $1,910,477,694 across 67 Software - Infrastructure names. PANW ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,342,378 | $1,237,248,064 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,231,510 | $197,435,683 | |
| 3 | VRSN |
Verisign Inc/Ca
|
678,655 | $168,550,755 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
720,217 | $105,353,342 | |
| 5 | ORCL |
Oracle Corp
|
415,626 | $61,142,740 | |
| 6 | NET |
Cloudflare, Inc.
|
97,228 | $20,062,025 | |
| 7 | TWLO |
Twilio Inc
|
110,428 | $13,894,050 | |
| 8 | FTNT |
Fortinet, Inc.
|
164,859 | $13,472,277 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $197,435,683 | 1,231,510 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $127,699,597 | 693,266 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $143,116,556 | 702,861 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $179,062,046 | 875,010 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $145,036,833 | 849,958 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $143,897,607 | 790,820 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $64,536,454 | 377,627 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $61,570,826 | 363,239 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $82,455,094 | 580,404 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,774,915 | 412,201 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $49,951,193 | 426,132 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $52,830,780 | 413,532 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $45,329,095 | 453,881 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $26,598,696 | 381,234 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $9,796,198 | 119,619 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,207,682 | 14,670 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,324,494 | 12,766 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,151,472 | 12,409 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $763,605 | 9,565 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $555,152 | 8,977 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $511,646 | 9,532 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $490,379 | 8,279 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $342,609 | 8,399 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $319,853 | 8,356 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $210,224 | 7,693 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||