Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$81,085,348
+$49,102,470 QoQ
Shares Held
237,773
+19.2% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#233
of 2,893 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EP Wealth Advisors, LLC holds $552,540,517 across 26 Software - Infrastructure names. PANW ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
939,168 | $350,328,447 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
237,773 | $81,085,348 | |
| 3 | ORCL |
Oracle Corp
|
466,837 | $68,414,962 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
79,012 | $15,074,304 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
73,669 | $8,594,962 | |
| 6 | DOX |
Amdocs Ltd
|
81,471 | $4,117,544 | |
| 7 | NET |
Cloudflare, Inc.
|
14,903 | $3,655,407 | |
| 8 | FTNT |
Fortinet, Inc.
|
22,838 | $3,508,373 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,085,348 | 237,773 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $31,982,878 | 199,494 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,981,378 | 179,052 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $25,385,182 | 124,048 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $20,513,146 | 120,213 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,380,195 | 106,508 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,432,483 | 51,002 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,621,145 | 4,782 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,974,987 | 6,951 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,859,451 | 9,697 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,685,623 | 7,190 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $4,996,242 | 19,554 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,154,696 | 5,781 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $422,806 | 3,030 | Shares | Sole | 2023-06-12 | |
| No filing history on record for this holder in this stock. | ||||||