Chicago Partners Investment Group LLC

Position in PANW — Palo Alto Networks Inc

CIK 1563525 CHICAGO, IL

Position in PANW

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$782,521

-$278,102 QoQ

Shares Held

4,881

-15.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 25% Shared 0% None 75%

Technology · as of Mar 31, 2026

Chicago Partners Investment Group LLC holds $69,051,002 across 28 Software - Infrastructure names. PANW ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	132,466	$49,034,939
2	ORCL	Oracle Corp	31,969	$4,702,959
3	PLTR	Palantir Technologies Inc.	21,716	$3,176,616
4	VRSN	Verisign Inc/Ca	6,117	$1,519,218
5	FTNT	Fortinet, Inc.	11,551	$943,947
6	TWLO	Twilio Inc	6,657	$837,583
7	PANW	Palo Alto Networks Inc This page	4,881	$782,521
8	MDB	MongoDB, Inc.	3,185	$779,592

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$782,521	4,881	-15.2%	Shares	Sole	2026-05-04
2025-12-31	$1,060,623	5,758	-11.6%	Shares	Sole	2026-01-28
2025-09-30	$1,325,769	6,511	+30.6%	Shares	Sole	2025-10-30
2025-06-30	$1,019,925	4,984	+24.1%	Shares	Sole	2025-07-29
2025-03-31	$685,119	4,015	-13.9%	Shares	Sole	2025-05-09
2024-12-31	$848,297	4,662	+122.4%	Shares	Sole	2025-01-24
2024-09-30	$358,206	2,096	+5.5%	Shares	Sole	2024-10-29
2024-06-30	$336,636	1,986	+9.0%	Shares	Sole	2024-07-31
2024-03-31	$258,842	1,822	+0.8%	Shares	Sole	2024-04-25
2023-12-31	$266,571	1,808	-3.2%	Shares	Sole	2024-02-23
2023-09-30	$218,966	1,868	+25.5%	Shares	Sole	2023-10-26
2023-06-30	$190,099	1,488	+34.7%	Shares	Sole	2023-08-08
2023-03-31	$110,356	1,105	—	Shares	Sole	2023-04-26
No filing history on record for this holder in this stock.