Position in PANW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$59,752,160
+$30,993,799 QoQ
Shares Held
175,216
-2.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#289
of 2,891 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)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gradient Investments LLC holds $215,275,666 across 11 Software - Infrastructure names. PANW ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
304,934 | $113,746,480 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
175,216 | $59,752,160 | |
| 3 | SNPS |
Synopsys Inc
|
42,230 | $18,837,536 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
175,456 | $8,368,593 | |
| 5 | OKTA |
Okta, Inc.
|
23,481 | $3,203,982 | |
| 6 | FTNT |
Fortinet, Inc.
|
19,628 | $3,015,253 | |
| 7 | MDB |
MongoDB, Inc.
|
6,769 | $2,273,707 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
16,717 | $2,197,115 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,752,160 | 175,216 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $28,758,361 | 179,381 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $31,853,337 | 172,928 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $33,341,960 | 163,746 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $31,211,692 | 152,520 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $24,759,352 | 145,097 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $22,840,529 | 125,525 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $22,060,797 | 64,543 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $27,373,023 | 80,744 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $20,793,769 | 73,184 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $22,503,767 | 76,315 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $17,662,709 | 75,340 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $18,102,116 | 70,847 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $15,324,052 | 76,720 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $9,688,122 | 69,429 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $10,733,650 | 65,533 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $12,686,843 | 25,685 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $19,744,778 | 31,718 | Shares | Sole | 2022-05-26 | |
| 2021-12-31 | $18,285,662 | 32,843 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $15,717,420 | 32,813 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $12,791,213 | 34,473 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $10,508,824 | 32,630 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $19,901 | 56 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $13,706 | 56 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $12,861 | 56 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $9,837 | 60 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||