Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,128,893
+$63,515 QoQ
Shares Held
23,837
-52.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#780
of 2,893 holders
Holding Since
Jun 2021
21 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, 2026Allworth Financial LP holds $248,501,777 across 100 Software - Infrastructure names. PANW ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
407,549 | $152,023,927 | |
| 2 | ORCL |
Oracle Corp
|
330,446 | $48,426,861 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
99,490 | $11,607,498 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
49,124 | $9,372,122 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
23,837 | $8,128,893 | |
| 6 | SNPS |
Synopsys Inc
|
9,608 | $4,285,840 | |
| 7 | NET |
Cloudflare, Inc.
|
5,433 | $1,332,606 | |
| 8 | CRWV |
CoreWeave, Inc.
|
11,740 | $1,168,599 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,128,893 | 23,837 | Shares | Sole | 2026-08-11 | |
| 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 | $1,321,740 | 3,867 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,266,880 | 3,737 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,037,926 | 3,653 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $697,980 | 2,367 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $510,141 | 2,176 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $550,113 | 2,153 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $425,446 | 2,130 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $265,126 | 1,900 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $321,355 | 1,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $598,161 | 1,211 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $774,402 | 1,244 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $289,515 | 520 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $284,046 | 593 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $742 | 2 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||