Position in PANW
as of Dec 31, 2025
· filed Feb 11, 2026
Position Value
$8,760,736
-$1,031,146 QoQ
Shares Held
47,561
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Dec 31, 2025Janney Capital Management LLC holds $55,251,881 across 9 Software - Infrastructure names. PANW ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
70,559 | $34,123,743 | |
| 2 | SNPS |
Synopsys Inc
|
21,789 | $10,234,729 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
47,561 | $8,760,736 | |
| 4 | ORCL |
Oracle Corp
|
5,208 | $1,015,091 | |
| 5 | TOST |
Toast, Inc.
|
9,779 | $347,252 | |
| 6 | ZETA |
Zeta Global Holdings Corp.
|
13,365 | $271,977 | |
| 7 | IOT |
Samsara Inc.
|
7,595 | $269,242 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
9,737 | $229,111 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,760,736 | 47,561 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,791,882 | 48,089 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $8,487,853 | 41,477 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $7,216,024 | 42,288 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $6,218,119 | 34,173 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,857,768 | 17,138 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $5,883,518 | 17,355 | Shares | Sole | 2024-07-25 | |
| No filing history on record for this holder in this stock. | ||||||