Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,580,404
+$5,390,517 QoQ
Shares Held
25,161
+26.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.58%
of 13F equity value
Holder Rank
#757
of 2,893 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026IPG Investment Advisors LLC holds $23,150,035 across 3 Software - Infrastructure names. PANW ranks #2 (37.1% of the industry book) .
All Filings in PANW
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,580,404 | 25,161 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,189,887 | 19,897 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,797,445 | 15,187 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,683,485 | 18,090 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,928,345 | 24,083 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,305,247 | 25,230 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $4,313,907 | 23,708 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,581,700 | 19,256 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,424,499 | 16,001 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,458,714 | 12,173 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,274,937 | 11,106 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,527,028 | 10,779 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $2,781,992 | 10,888 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $2,180,361 | 10,916 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,508,706 | 10,812 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,049,831 | 12,515 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,946,122 | 3,940 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,452,690 | 3,940 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,194,190 | 3,941 | Shares | Sole | 2022-02-14 | |
| 2021-03-31 | $1,261,509 | 3,917 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,386,021 | 3,900 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $954,525 | 3,900 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $895,712 | 3,900 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $639,444 | 3,900 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||