Perigon Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1575239
SAN FRANCISCO, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,842,566
+$3,652,519 QoQ
Shares Held
20,065
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#861
of 2,893 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Perigon Wealth Management, LLC holds $129,344,898 across 26 Software - Infrastructure names. PANW ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,165 | $70,189,308 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,708 | $9,766,212 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
49,236 | $9,393,490 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
20,065 | $6,842,566 | |
| 5 | NET |
Cloudflare, Inc.
|
26,761 | $6,563,938 | |
| 6 | ORCL |
Oracle Corp
|
40,148 | $5,883,689 | |
| 7 | MQ |
Marqeta, Inc.
|
243,301 | $3,951,212 | |
| 8 | FTNT |
Fortinet, Inc.
|
16,613 | $2,552,089 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,842,566 | 20,065 | Shares | Sole | 2026-08-07 | |
| 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 | $2,567,259 | 7,511 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,387,986 | 7,044 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,790,019 | 6,300 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,211,367 | 4,108 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $847,969 | 3,617 | Shares | Sole | 2023-10-30 | |
| 2023-03-31 | $819,333 | 4,102 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $544,624 | 3,903 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $636,487 | 3,886 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $724,609 | 1,467 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $982,943 | 1,579 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $427,034 | 767 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $348,232 | 727 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $287,934 | 776 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $232,205 | 721 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $392,706 | 1,105 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $364,188 | 1,488 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $436,372 | 1,900 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||