Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$35,507,348
+$25,559,699 QoQ
Shares Held
221,478
+353.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Empowered Funds, LLC holds $562,976,819 across 52 Software - Infrastructure names. PANW ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
806,973 | $298,717,187 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
221,478 | $35,507,348 | |
| 3 | ORCL |
Oracle Corp
|
214,147 | $31,503,157 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
205,588 | $30,073,410 | |
| 5 | NTAP |
NetApp, Inc.
|
162,140 | $16,601,509 | |
| 6 | TWLO |
Twilio Inc
|
115,352 | $14,513,584 | |
| 7 | OKTA |
Okta, Inc.
|
167,701 | $13,199,742 | |
| 8 | FTNT |
Fortinet, Inc.
|
157,306 | $12,855,039 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,507,348 | 221,478 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $9,947,649 | 48,854 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $4,997,716 | 24,422 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,611,886 | 27,027 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,230,544 | 78,207 | Shares | Other | 2025-01-28 | |
| 2024-09-30 | $4,283,435 | 25,064 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $1,531,138 | 9,033 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $784,055 | 5,519 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,124,252 | 21,190 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $437,229 | 3,730 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $888,663 | 6,956 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $590,330 | 5,911 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $498,994 | 7,152 | Shares | Sole | 2023-02-21 | |
| 2022-06-30 | $331,680 | 4,029 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||