Dakota Wealth Management
Position in PANW — Palo Alto Networks Inc
CIK 1631353
PALM BEACH GARDENS, FL
Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,104,963
+$10,490,489 QoQ
Shares Held
56,023
+4.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#535
of 2,893 holders
Holding Since
Sep 2021
20 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, 2026Dakota Wealth Management holds $138,856,380 across 10 Software - Infrastructure names. PANW ranks #2 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
250,746 | $93,533,272 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
56,023 | $19,104,963 | |
| 3 | ORCL |
Oracle Corp
|
65,055 | $9,533,810 | |
| 4 | GEN |
Gen Digital Inc.
|
244,408 | $6,083,315 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
18,020 | $3,437,945 | |
| 6 | FFIV |
F5, Inc.
|
7,140 | $2,969,954 | |
| 7 | NTCT |
Netscout Systems Inc
|
55,746 | $2,427,738 | |
| 8 | FTNT |
Fortinet, Inc.
|
8,323 | $1,278,579 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,104,963 | 56,023 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $8,614,474 | 53,733 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $10,555,581 | 57,305 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $10,646,678 | 52,287 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,328,105 | 45,583 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $6,762,463 | 39,630 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $6,902,288 | 37,933 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $5,705,325 | 16,692 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $5,343,136 | 15,761 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $15,820,358 | 55,680 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $6,801,407 | 23,065 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $3,633,116 | 15,497 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,641,990 | 41,650 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,987,812 | 9,952 | Shares | Other | 2023-04-14 | |
| 2022-12-31 | $394,897 | 2,830 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $811,415 | 4,954 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $365,514 | 740 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $4,345,120 | 6,980 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $2,421,904 | 4,350 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $836,811 | 1,747 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||