Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$101,241,599
-$2,920,738 QoQ
Shares Held
631,497
+11.7% QoQ
Ownership
0.077%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Focus Partners Wealth holds $2,442,814,100 across 51 Software - Infrastructure names. PANW ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,318,401 | $1,968,712,498 | |
| 2 | ORCL |
Oracle Corp
|
723,087 | $106,373,328 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
631,497 | $101,241,599 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
678,842 | $99,301,007 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
59,034 | $23,047,463 | |
| 6 | OKTA |
Okta, Inc.
|
209,192 | $16,465,502 | |
| 7 | SNPS |
Synopsys Inc
|
33,573 | $13,311,023 | |
| 8 | TWLO |
Twilio Inc
|
98,832 | $12,435,042 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,241,599 | 631,497 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $104,162,337 | 565,485 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $109,206,496 | 536,325 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $102,253,696 | 499,676 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $82,608,530 | 484,110 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $83,396,089 | 458,321 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $76,056,310 | 222,517 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,060,642 | 212,562 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $13,777,179 | 48,489 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,790,216 | 6,071 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||