Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$159,380,471
+$79,702,393 QoQ
Shares Held
467,364
-6.0% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#165
of 2,904 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NewEdge Advisors, LLC holds $969,757,045 across 71 Software - Infrastructure names. PANW ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,661,376 | $619,726,475 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
467,364 | $159,380,471 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
548,759 | $64,023,712 | |
| 4 | ORCL |
Oracle Corp
|
409,753 | $60,049,302 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
116,140 | $22,157,769 | |
| 6 | CRWV |
CoreWeave, Inc.
|
77,332 | $7,697,627 | |
| 7 | NET |
Cloudflare, Inc.
|
28,475 | $6,984,348 | |
| 8 | SNPS |
Synopsys Inc
|
8,556 | $3,816,574 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $159,380,471 | 467,364 | Shares | Sole | 2026-08-12 | |
| 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 | $16,828,864 | 49,236 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $16,817,608 | 49,608 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $11,411,229 | 40,162 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $10,017,958 | 33,973 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,760,304 | 20,305 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,684,198 | 14,419 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,596,521 | 7,993 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,411,447 | 10,115 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,800,707 | 10,994 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,579,619 | 3,198 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $1,202,601 | 2,160 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $379,846 | 793 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $243,037 | 655 | Shares | Sole | 2021-07-22 | |
| 2020-12-31 | $3,275,631 | 9,217 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||