Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$129,301,142
+$64,567,454 QoQ
Shares Held
379,160
-6.1% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#183
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2025CallValue
$1,601
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Creative Planning holds $2,557,486,888 across 91 Software - Infrastructure names. PANW ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,155,769 | $1,550,184,952 | |
| 2 | ORCL |
Oracle Corp
|
1,126,280 | $165,056,333 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
710,588 | $135,569,531 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
379,160 | $129,301,142 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
697,629 | $81,392,375 | |
| 6 | FTNT |
Fortinet, Inc.
|
437,197 | $67,162,202 | |
| 7 | SNPS |
Synopsys Inc
|
119,098 | $53,126,044 | |
| 8 | ZS |
Zscaler, Inc.
|
324,922 | $45,862,739 |
All Filings in PANW
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,301,142 | 379,160 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $64,733,688 | 403,778 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $49,894,254 | 270,870 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $48,666,604 | 239,007 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,601 | 100 | Call | Sole | 2025-08-08 | |
| 2025-06-30 | $37,598,302 | 183,729 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,795,008 | 186,328 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,586,617 | 173,591 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $33,907,585 | 99,203 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $33,568,766 | 99,020 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $26,606,785 | 93,643 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $85,239 | 300 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $15,819,721 | 53,648 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $10,753,762 | 45,870 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $9,661,088 | 37,811 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $8,010,572 | 40,105 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,325,265 | 38,163 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,797,612 | 41,502 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,996,163 | 14,164 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,000 | 400 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $7,950,077 | 12,771 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,927,702 | 14,239 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $5,931,933 | 12,384 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,299,729 | 11,588 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $4,092,096 | 12,706 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $4,646,726 | 13,075 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $4,000 | 200 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $2,425,963 | 9,912 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,000 | 200 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $2,124,215 | 9,249 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,454,163 | 8,869 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $11,000 | 1,200 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||