One Capital Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1606588
WESTLAKE VILLAGE, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,190,159
+$630,643 QoQ
Shares Held
3,490
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,623
of 2,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026One Capital Management, LLC holds $102,406,709 across 6 Software - Infrastructure names. PANW ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
143,551 | $53,547,394 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
226,360 | $43,186,092 | |
| 3 | RELY |
Remitly Global, Inc.
|
105,979 | $2,374,989 | |
| 4 | ORCL |
Oracle Corp
|
10,022 | $1,468,724 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
3,490 | $1,190,159 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
5,480 | $639,351 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,190,159 | 3,490 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $559,516 | 3,490 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $618,912 | 3,360 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $724,479 | 3,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $744,275 | 3,637 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $569,255 | 3,336 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $569,170 | 3,128 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $900,301 | 2,634 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,179,076 | 3,478 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $524,788 | 1,847 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $376,561 | 1,277 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $299,379 | 1,277 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $356,436 | 1,395 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $289,623 | 1,450 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $224,659 | 1,610 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $329,217 | 2,010 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $333,409 | 675 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $413,969 | 665 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $479,370 | 861 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||