Position in PANW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$36,884,723
+$6,661,037 QoQ
Shares Held
108,160
-42.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#371
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026Sequoia Financial Advisors, LLC holds $470,318,257 across 45 Software - Infrastructure names. PANW ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
906,219 | $338,037,811 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
108,160 | $36,884,723 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
243,293 | $28,384,994 | |
| 4 | ORCL |
Oracle Corp
|
109,489 | $16,045,612 | |
| 5 | FFIV |
F5, Inc.
|
22,144 | $9,211,018 | |
| 6 | SNPS |
Synopsys Inc
|
14,866 | $6,631,276 | |
| 7 | FTNT |
Fortinet, Inc.
|
34,304 | $5,269,780 | |
| 8 | AKAM |
Akamai Technologies Inc
|
30,710 | $3,630,229 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,884,723 | 108,160 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $30,223,686 | 188,521 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $40,734,172 | 221,141 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $47,715,292 | 234,335 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $39,719,396 | 194,094 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $33,034,368 | 193,591 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $36,151,448 | 198,678 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $47,605,562 | 139,279 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $55,971,229 | 165,102 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $47,135,178 | 165,893 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $73,993,943 | 250,929 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $114,708,678 | 489,288 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $71,274,003 | 278,948 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $12,301,786 | 61,589 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,995,140 | 50,130 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $7,635,889 | 46,620 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $8,053,194 | 16,304 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,653,018 | 25,145 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $14,223,542 | 25,547 | Shares | Sole | 2022-02-22 | |
| 2021-09-30 | $4,659,710 | 9,728 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $12,865,423 | 34,673 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $9,780,646 | 30,369 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,239,147 | 28,811 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,582,556 | 26,895 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,543,769 | 24,138 | Shares | Sole | 2020-08-25 | |
| 2020-03-31 | $3,454,149 | 21,067 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||