Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,065,378
-$860,033 QoQ
Shares Held
50,308
+3.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.0834857279160372.ToString("F0")%
Shared 0.ToString("F0")%
None 99.91651427208397.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Allworth Financial LP holds $272,227,276 across 106 Software - Infrastructure names. PANW ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
475,497 | $176,014,724 | |
| 2 | ORCL |
Oracle Corp
|
335,506 | $49,356,287 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
146,574 | $21,440,844 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
50,308 | $8,065,378 | |
| 5 | SNPS |
Synopsys Inc
|
7,696 | $3,051,310 | |
| 6 | FTNT |
Fortinet, Inc.
|
21,661 | $1,770,136 | |
| 7 | NTAP |
NetApp, Inc.
|
15,799 | $1,617,659 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,002 | $1,171,425 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,065,378 | 50,308 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,925,411 | 48,455 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,722,558 | 23,193 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $3,234,744 | 15,807 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,487,298 | 8,716 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,464,778 | 8,050 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $660,870 | 3,867 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $633,440 | 3,737 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $518,963 | 3,653 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $348,990 | 2,367 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $255,070 | 2,176 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $275,056 | 2,153 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $212,723 | 2,130 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $132,563 | 1,900 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $160,677 | 1,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $99,693 | 1,211 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $129,067 | 1,244 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $48,252 | 520 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $47,341 | 593 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $123 | 2 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||