Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$13,674,214
+$7,648,753 QoQ
Shares Held
40,098
+6.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#169
of 1,226 holders
Holding Since
Sep 2021
15 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, 2026Merit Financial Group, LLC holds $305,833,799 across 49 Software - Infrastructure names. PANW ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
520,766 | $194,256,126 | |
| 2 | ORCL |
Oracle Corp
|
113,663 | $16,657,307 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
136,015 | $15,868,864 | |
| 4 | FTNT |
Fortinet, Inc.
|
103,082 | $15,835,454 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
40,098 | $13,674,214 | |
| 6 | SNPS |
Synopsys Inc
|
25,247 | $11,261,924 | |
| 7 | VRSN |
Verisign Inc/Ca
|
15,534 | $3,907,730 | |
| 8 | RBRK |
Rubrik, Inc.
|
36,237 | $2,909,104 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,674,214 | 40,098 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $6,025,461 | 37,584 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $7,233,530 | 39,270 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $7,515,609 | 36,910 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $7,565,745 | 36,971 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $5,967,963 | 34,974 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,912,192 | 26,996 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $380,423 | 1,113 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $759,043 | 2,239 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $545,813 | 1,921 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,314,280 | 4,457 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $639,317 | 2,727 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $684,255 | 2,678 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,488,262 | 7,451 | Shares | Sole | 2023-04-24 | |
| 2021-09-30 | $258,659 | 540 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||