Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,486,035
+$1,179,748 QoQ
Shares Held
7,290
-10.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,274
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, 2026Patten Group, Inc. holds $25,648,081 across 6 Software - Infrastructure names. PANW ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,148 | $16,468,086 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
24,736 | $4,719,257 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
7,290 | $2,486,035 | |
| 4 | CRWV |
CoreWeave, Inc.
|
9,496 | $945,231 | |
| 5 | ORCL |
Oracle Corp
|
3,818 | $559,527 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
4,028 | $469,945 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,486,035 | 7,290 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,306,287 | 8,148 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,488,151 | 8,079 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,729,548 | 8,494 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,472,998 | 7,198 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,230,485 | 7,211 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,321,393 | 7,262 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,049,326 | 3,070 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $976,009 | 2,879 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $776,811 | 2,734 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $613,350 | 2,080 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $501,467 | 2,139 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $559,311 | 2,189 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $433,236 | 2,169 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $281,870 | 2,020 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $389,328 | 2,377 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $293,400 | 594 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $369,771 | 594 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $342,964 | 616 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $270,155 | 564 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||