Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$64,733,688
+$14,839,434 QoQ
Shares Held
403,778
+49.1% QoQ
Ownership
0.050%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.32171063874049916.ToString("F0")%
Shared 0.ToString("F0")%
None 99.6782893612595.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2025CallValue
$20,464
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 Mar 31, 2026Creative Planning holds $2,068,804,700 across 87 Software - Infrastructure names. PANW ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,870,580 | $1,432,772,598 | |
| 2 | ORCL |
Oracle Corp
|
1,066,125 | $156,837,648 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
714,374 | $104,498,628 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
403,778 | $64,733,688 | |
| 5 | FTNT |
Fortinet, Inc.
|
400,266 | $32,709,737 | |
| 6 | SNPS |
Synopsys Inc
|
71,610 | $28,391,931 | |
| 7 | ZS |
Zscaler, Inc.
|
160,547 | $22,523,138 | |
| 8 | NET |
Cloudflare, Inc.
|
93,302 | $19,251,933 |
All Filings in PANW
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $20,464 | 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 | $16,953,792 | 99,203 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $16,784,377 | 99,020 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $13,303,392 | 93,643 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $42,619 | 300 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $7,909,860 | 53,648 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,376,880 | 45,870 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $4,830,544 | 37,811 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $4,005,285 | 40,105 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,662,632 | 38,163 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,398,806 | 41,502 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,166,027 | 14,164 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $41,500 | 400 | Put | Sole | 2022-05-16 | |
| 2022-03-31 | $1,325,012 | 12,771 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,321,283 | 14,239 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $988,655 | 12,384 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $716,621 | 11,588 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $682,016 | 12,706 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $774,454 | 13,075 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $8,158 | 200 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $404,327 | 9,912 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $7,655 | 200 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $354,035 | 9,249 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $242,360 | 8,869 | Shares | Sole | 2020-05-05 | |
| 2020-03-31 | $32,791 | 1,200 | Call | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||