Position in PANW
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$79,678,078
-$17,170,598 QoQ
Shares Held
496,994
-5.5% QoQ
Ownership
0.061%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 1.0297911041179573.ToString("F0")%
Shared 0.ToString("F0")%
None 98.97020889588204.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NewEdge Advisors, LLC holds $817,636,752 across 70 Software - Infrastructure names. PANW ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,572,845 | $582,220,033 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
496,994 | $79,678,078 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
464,688 | $67,974,560 | |
| 4 | ORCL |
Oracle Corp
|
381,102 | $56,063,915 | |
| 5 | NET |
Cloudflare, Inc.
|
24,750 | $5,106,915 | |
| 6 | CRWV |
CoreWeave, Inc.
|
59,155 | $4,582,737 | |
| 7 | SNPS |
Synopsys Inc
|
6,521 | $2,585,446 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
17,315 | $2,473,447 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,678,078 | 496,994 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $96,848,676 | 525,780 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $21,873,064 | 107,421 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $23,305,426 | 113,885 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,270,133 | 101,208 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,221,604 | 94,645 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,414,432 | 49,236 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,408,804 | 49,608 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $5,705,614 | 40,162 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,008,979 | 33,973 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,380,152 | 20,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,842,099 | 14,419 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $798,260 | 7,993 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $705,723 | 10,115 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $900,353 | 10,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $263,269 | 3,198 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $200,433 | 2,160 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $63,307 | 793 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $40,506 | 655 | Shares | Sole | 2021-07-22 | |
| 2020-12-31 | $545,938 | 9,217 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||