Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$352,273
+$264,278 QoQ
Shares Held
1,033
+140.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,277
of 2,885 holders
Holding Since
Dec 2022
8 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, 2026NewSquare Capital LLC holds $18,454,861 across 6 Software - Infrastructure names. PANW ranks #4 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOCN |
DigitalOcean Holdings, Inc.
|
63,668 | $9,997,786 | |
| 2 | MSFT |
Microsoft Corp
|
18,771 | $7,001,958 | |
| 3 | ORCL |
Oracle Corp
|
4,518 | $662,112 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
1,033 | $352,273 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
1,180 | $225,126 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,848 | $215,606 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,273 | 1,033 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $87,995 | 430 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $56,311 | 330 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $7,278 | 40 | Shares | Sole | 2025-02-06 | |
| 2023-09-30 | $2,109 | 9 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,198 | 36 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $11,784 | 59 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $2,511 | 18 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||