Perigon Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1575239
SAN FRANCISCO, CA
Position in PANW
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$3,190,047
-$2,176,435 QoQ
Shares Held
19,898
-31.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 7.659061212182129.ToString("F0")%
Shared 0.ToString("F0")%
None 92.34093878781788.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Perigon Wealth Management, LLC holds $125,635,364 across 24 Software - Infrastructure names. PANW ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
187,930 | $69,566,048 | |
| 2 | MQ |
Marqeta, Inc.
|
972,959 | $15,878,690 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
95,102 | $13,911,520 | |
| 4 | ORCL |
Oracle Corp
|
37,744 | $5,552,519 | |
| 5 | NET |
Cloudflare, Inc.
|
26,650 | $5,498,961 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
19,898 | $3,190,047 | |
| 7 | AI |
C3.ai, Inc.
|
183,800 | $1,547,596 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
84,236 | $1,260,170 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,190,047 | 19,898 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,366,482 | 29,134 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $6,010,251 | 29,517 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,199,008 | 20,519 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,733,823 | 16,021 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,896,439 | 15,918 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,283,629 | 7,511 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,193,993 | 7,044 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $895,009 | 6,300 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $605,683 | 4,108 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $423,984 | 3,617 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $714,405 | 5,592 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $409,666 | 4,102 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $272,312 | 3,903 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $318,243 | 3,886 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $120,768 | 1,467 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $163,823 | 1,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $71,172 | 767 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $58,038 | 727 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $47,989 | 776 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $38,700 | 721 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $65,451 | 1,105 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $60,698 | 1,488 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $72,728 | 1,900 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||