Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$32,599,465
+$12,378,304 QoQ
Shares Held
95,594
-24.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#395
of 2,893 holders
Holding Since
Jun 2024
9 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, 2026Waverly Advisors, LLC holds $368,812,663 across 26 Software - Infrastructure names. PANW ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
689,804 | $257,310,688 | |
| 2 | ORCL |
Oracle Corp
|
254,262 | $37,262,096 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
95,594 | $32,599,465 | |
| 4 | CPAY |
Corpay, Inc.
|
35,981 | $11,991,387 | |
| 5 | SNPS |
Synopsys Inc
|
14,639 | $6,530,018 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
31,852 | $6,076,883 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
48,242 | $5,628,394 | |
| 8 | FTNT |
Fortinet, Inc.
|
11,111 | $1,706,871 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,599,465 | 95,594 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $20,221,161 | 126,130 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,564,965 | 100,787 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,261,385 | 60,217 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,605,468 | 51,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,537,119 | 50,030 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,209,670 | 6,648 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $450,150 | 1,317 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $466,816 | 1,377 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||