Position in PANW
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$480
-$72 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
6 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $306,651 across 8 Software - Infrastructure names. PANW ranks #5 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AKAM |
Akamai Technologies Inc
|
1,918 | $220,282 | |
| 2 | MSFT |
Microsoft Corp
|
225 | $83,288 | |
| 3 | QLYS |
Qualys, Inc.
|
9 | $790 | |
| 4 | TDC |
Teradata Corp /De/
|
21 | $538 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
3 | $480 | |
| 6 | DBX |
Dropbox, Inc.
|
20 | $454 | |
| 7 | ORCL |
Oracle Corp
|
3 | $441 | |
| 8 | BOX |
Box Inc
|
16 | $378 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $480 | 3 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $552 | 3 | Shares | Sole | 2026-01-14 | |
| 2024-09-30 | $1,349,084 | 3,947 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $858,924 | 3,023 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,267,037 | 7,688 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $205,838 | 878 | Shares | Sole | 2023-11-27 | |
| No filing history on record for this holder in this stock. | ||||||