Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$345,117,351
+$179,185,512 QoQ
Shares Held
1,012,015
-2.2% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#80
of 2,893 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 81%
Shared 4%
None 15%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$102,306
CallShares
300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Cerity Partners LLC holds $2,816,204,418 across 73 Software - Infrastructure names. PANW ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,142,310 | $1,545,164,473 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,012,015 | $345,117,351 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,170,628 | $223,338,262 | |
| 4 | ORCL |
Oracle Corp
|
1,223,064 | $179,240,028 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
909,588 | $106,121,631 | |
| 6 | FTNT |
Fortinet, Inc.
|
382,110 | $58,699,737 | |
| 7 | SNPS |
Synopsys Inc
|
130,991 | $58,431,154 | |
| 8 | XYZ |
Block, Inc.
|
434,332 | $33,009,232 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,117,351 | 1,012,015 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $102,306 | 300 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $48,096 | 300 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $165,931,839 | 1,035,004 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $174,840,060 | 949,186 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $183,448,181 | 900,934 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $178,676,504 | 873,126 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $145,825,360 | 854,579 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $149,097,660 | 819,398 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $149,914,163 | 438,602 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $138,817,814 | 409,480 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $114,605,540 | 403,356 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $99,592,181 | 337,738 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $54,342,957 | 231,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $60,725,528 | 237,664 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $44,530,235 | 222,941 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,251,295 | 216,793 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $4,930,406 | 30,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,514,609 | 9,140 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $5,034,239 | 8,087 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $2,987,573 | 5,366 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,532,471 | 5,287 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,808,127 | 4,873 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $939,771 | 2,918 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $1,095,667 | 3,083 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $834,842 | 3,411 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||