Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$6,478,697
+$1,392,866 QoQ
Shares Held
18,998
-40.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#883
of 2,893 holders
Holding Since
Sep 2021
20 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 Jun 30, 2026Dynamic Advisor Solutions LLC holds $67,214,196 across 13 Software - Infrastructure names. PANW ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
124,487 | $46,436,140 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
69,935 | $8,159,316 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
18,998 | $6,478,697 | |
| 4 | ORCL |
Oracle Corp
|
17,689 | $2,592,322 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
16,288 | $776,876 | |
| 6 | SNPS |
Synopsys Inc
|
1,237 | $551,788 | |
| 7 | NET |
Cloudflare, Inc.
|
1,894 | $464,560 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,280 | $426,031 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,478,697 | 18,998 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $5,085,831 | 31,723 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,325,406 | 28,911 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $6,994,347 | 34,350 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,768,672 | 33,076 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $5,393,759 | 31,609 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,444,425 | 29,921 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,126,316 | 14,998 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $4,480,695 | 13,217 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $3,057,238 | 10,760 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $950,988 | 3,225 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $736,844 | 3,143 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $559,566 | 2,190 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $511,134 | 2,559 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $269,451 | 1,931 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $321,355 | 1,962 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $298,833 | 605 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $343,625 | 552 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $369,131 | 663 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $311,828 | 651 | Shares | Sole | 2021-10-28 | |
| No filing history on record for this holder in this stock. | ||||||