Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,715,836
+$3,033,683 QoQ
Shares Held
16,761
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#922
of 2,893 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clean Yield Group holds $14,626,922 across 7 Software - Infrastructure names. PANW ranks #1 (39.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
16,761 | $5,715,836 | |
| 2 | MSFT |
Microsoft Corp
|
14,173 | $5,286,812 | |
| 3 | CHKP |
Check Point Software Technologies Ltd
|
25,104 | $3,299,418 | |
| 4 | ORCL |
Oracle Corp
|
1,597 | $234,040 | |
| 5 | TWLO |
Twilio Inc
|
400 | $82,532 | |
| 6 | STNE |
StoneCo Ltd.
|
410 | $4,444 | |
| 7 | FTNT |
Fortinet, Inc.
|
25 | $3,840 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,715,836 | 16,761 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,682,153 | 16,730 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $98,362 | 534 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $108,733 | 534 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $109,277 | 534 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $91,121 | 534 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $97,166 | 534 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $91,260 | 267 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $88,481 | 261 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $74,157 | 261 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $76,963 | 261 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $61,188 | 261 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $66,688 | 261 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $52,132 | 261 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $36,419 | 261 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $44,714 | 273 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $44,948 | 91 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $56,648 | 91 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $43,984 | 79 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $37,840 | 79 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $29,312 | 79 | Shares | Sole | 2021-07-26 | |
| 2020-12-31 | $64,681 | 182 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $44,544 | 182 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $41,799 | 182 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $29,840 | 182 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||