J2 Capital Management Inc

Position in PANW — Palo Alto Networks Inc

CIK 1586882 TROY, MI

Position in PANW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,110,020

+$341,767 QoQ

Shares Held

3,255

-32.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#1,649

of 2,893 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

J2 Capital Management Inc holds $2,554,516 across 4 Software - Infrastructure names. PANW ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	3,255	$1,110,020
2	QLYS	Qualys, Inc.	7,106	$977,003
3	MSFT	Microsoft Corp	666	$248,431
4	FTNT	Fortinet, Inc.	1,426	$219,062

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,110,020	3,255	-32.1%	Shares	Sole	2026-07-20
2026-03-31	$768,253	4,792	+37.2%	Shares	Sole	2026-04-21
2025-12-31	$643,226	3,492	+2.7%	Shares	Sole	2026-01-20
2025-09-30	$692,511	3,401	+6.6%	Shares	Sole	2025-10-14
2025-06-30	$652,801	3,190	+90.9%	Shares	Sole	2025-07-21
2025-03-31	$285,139	1,671	+2.1%	Shares	Sole	2025-04-08
2024-12-31	$297,868	1,637	+37.9%	Shares	Sole	2025-01-15
2023-09-30	$278,280	1,187	-3.0%	Shares	Sole	2023-10-11
2023-06-30	$312,744	1,224	+0.9%	Shares	Sole	2023-07-17
2023-03-31	$242,284	1,213	+244.6%	Shares	Sole	2023-04-18
2022-03-31	$219,123	352	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.