Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$165,931,839
-$8,908,221 QoQ
Shares Held
1,035,004
+9.0% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 81.72538463619465.ToString("F0")%
Shared 3.9580523360296196.ToString("F0")%
None 14.31656302777574.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Mar 31, 2026CallValue
$48,096
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 Mar 31, 2026Cerity Partners LLC holds $2,285,413,280 across 70 Software - Infrastructure names. PANW ranks #3 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,102,747 | $1,518,713,855 | |
| 2 | ORCL |
Oracle Corp
|
1,171,690 | $172,367,315 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,035,004 | $165,931,839 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
866,938 | $126,815,689 | |
| 5 | SNPS |
Synopsys Inc
|
121,711 | $48,255,976 | |
| 6 | FTNT |
Fortinet, Inc.
|
430,179 | $35,154,226 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
291,489 | $28,450,054 | |
| 8 | XYZ |
Block, Inc.
|
410,501 | $24,703,949 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $74,957,081 | 438,602 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $69,408,907 | 409,480 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $57,302,770 | 403,356 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $49,796,090 | 337,738 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $27,171,478 | 231,799 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $30,362,764 | 237,664 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $22,265,117 | 222,941 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,125,647 | 216,793 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,465,203 | 30,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $752,434 | 9,140 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $839,039 | 8,087 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $497,928 | 5,366 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $422,078 | 5,287 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $301,354 | 4,873 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $156,628 | 2,918 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $182,611 | 3,083 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $139,140 | 3,411 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||