Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$21,337,962
+$11,232,352 QoQ
Shares Held
62,571
-0.7% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#506
of 2,905 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Prospera Financial Services Inc holds $194,556,345 across 23 Software - Infrastructure names. PANW ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
296,327 | $110,535,897 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
193,072 | $22,525,710 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
62,571 | $21,337,962 | |
| 4 | ORCL |
Oracle Corp
|
107,060 | $15,689,643 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
136,828 | $6,526,182 | |
| 6 | CRWV |
CoreWeave, Inc.
|
28,527 | $2,839,577 | |
| 7 | ZS |
Zscaler, Inc.
|
16,035 | $2,263,340 | |
| 8 | OKTA |
Okta, Inc.
|
13,388 | $1,826,792 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,337,962 | 62,571 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $10,105,610 | 63,034 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $9,239,103 | 50,158 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,255,706 | 55,278 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,928,314 | 48,516 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $6,130,412 | 35,926 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,418,404 | 29,778 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,539,104 | 13,280 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $4,281,696 | 12,630 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,694,542 | 13,003 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $5,127,373 | 17,388 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,862,043 | 12,208 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,286,237 | 5,034 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $884,448 | 4,428 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $663,512 | 4,755 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $907,069 | 5,538 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $2,700,368 | 5,467 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,321,091 | 5,335 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $360,780 | 648 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $273,987 | 572 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $228,566 | 616 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $222,221 | 690 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $229,582 | 646 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $163,248 | 667 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||