Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$470,607
+$251,610 QoQ
Shares Held
1,380
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,102
of 2,892 holders
Holding Since
Mar 2020
17 quarters on record
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Gemmer Asset Management LLC holds $7,964,439 across 7 Software - Infrastructure names. PANW ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
14,514 | $5,414,012 | |
| 2 | ORCL |
Oracle Corp
|
7,826 | $1,146,900 | |
| 3 | PANW |
Palo Alto Networks Inc
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|
1,380 | $470,607 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,227 | $376,494 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,577 | $242,258 | |
| 6 | SNPS |
Synopsys Inc
|
502 | $223,927 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,892 | $90,241 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,607 | 1,380 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $218,997 | 1,366 | Shares | Other | 2026-04-23 | |
| 2025-09-30 | $200,158 | 983 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $252,321 | 1,233 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $204,426 | 1,198 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $217,988 | 1,198 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $204,738 | 599 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $216,627 | 639 | Shares | Sole | 2024-07-16 | |
| 2022-09-30 | $5,295,985 | 32,334 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $7,133,478 | 14,442 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $8,990,292 | 14,442 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $5,198,466 | 9,337 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,197,499 | 2,500 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $927,625 | 2,500 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $805,150 | 2,500 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $888,475 | 2,500 | Shares | Sole | 2021-01-28 | |
| 2020-03-31 | $9,181 | 56 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||