Teamwork Financial Advisors, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1629931
San Antonio, TX
Position in PANW
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$748,197
-$1,427,986 QoQ
Shares Held
2,194
-83.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,831
of 2,893 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Dec 31, 2025CallValue
$847,320
CallShares
4,600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Teamwork Financial Advisors, LLC holds $50,872,318 across 9 Software - Infrastructure names. PANW ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,278 | $23,230,939 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
106,001 | $12,367,136 | |
| 3 | ORCL |
Oracle Corp
|
70,863 | $10,384,972 | |
| 4 | PATH |
UiPath, Inc.
|
165,047 | $1,794,060 | |
| 5 | CRWV |
CoreWeave, Inc.
|
11,085 | $1,103,400 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
2,194 | $748,197 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
13,796 | $658,017 | |
| 8 | NET |
Cloudflare, Inc.
|
1,355 | $332,354 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $748,197 | 2,194 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,176,183 | 13,574 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $12,403,659 | 67,338 | Shares | Sole | 2026-01-09 | |
| 2025-12-31 | $847,320 | 4,600 | Call | Sole | 2026-01-09 | |
| 2025-09-30 | $15,232,608 | 74,809 | Shares | Sole | 2025-10-08 | |
| 2025-09-30 | $977,376 | 4,800 | Call | Sole | 2025-10-08 | |
| 2025-06-30 | $4,330,387 | 21,161 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $3,586,682 | 21,019 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,315,233 | 29,211 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,939,351 | 14,451 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,384,755 | 12,934 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $7,193,035 | 25,316 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||