Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,610,414
-$96,014 QoQ
Shares Held
10,045
+8.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Arax Advisory Partners holds $48,893,357 across 81 Software - Infrastructure names. PANW ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
81,385 | $30,126,285 | |
| 2 | ORCL |
Oracle Corp
|
32,061 | $4,716,493 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
24,066 | $3,520,374 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
10,045 | $1,610,414 | |
| 5 | DOX |
Amdocs Ltd
|
18,695 | $1,220,035 | |
| 6 | FTNT |
Fortinet, Inc.
|
12,111 | $989,710 | |
| 7 | VRSN |
Verisign Inc/Ca
|
3,401 | $844,672 | |
| 8 | CCSI |
Consensus Cloud Solutions, Inc.
|
34,893 | $828,359 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,610,414 | 10,045 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,706,428 | 9,264 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,457,356 | 41,535 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $189,905 | 928 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $128,491 | 753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $166,675 | 916 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $37,939 | 222 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $33,730 | 199 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,954 | 56 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,108 | 55 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $6,328 | 54 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $894 | 7 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $299 | 3 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $209 | 3 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $3,439 | 42 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $987 | 12 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $1,141 | 11 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,670 | 18 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,596 | 20 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,855 | 30 | Shares | Sole | 2021-08-02 | |
| 2020-12-31 | $1,184 | 20 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||