Position in PANW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,479,753
-$285,804 QoQ
Shares Held
9,230
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BIP Wealth, LLC holds $16,917,358 across 7 Software - Infrastructure names. PANW ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
29,424 | $10,891,882 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,390 | $2,104,969 | |
| 3 | ORCL |
Oracle Corp
|
10,180 | $1,497,579 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
9,230 | $1,479,753 | |
| 5 | DAVA |
Endava plc
|
98,975 | $437,469 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
2,960 | $288,903 | |
| 7 | FTNT |
Fortinet, Inc.
|
2,653 | $216,803 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,479,753 | 9,230 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,765,557 | 9,585 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $686,403 | 3,371 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $641,137 | 3,133 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $477,792 | 2,800 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $502,391 | 2,761 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $233,791 | 1,368 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $229,679 | 1,355 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $196,475 | 1,383 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $107,041 | 726 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||