Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$35,788,554
+$3,748,991 QoQ
Shares Held
223,232
+28.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026XPONANCE LLC holds $1,098,598,290 across 55 Software - Infrastructure names. PANW ranks #4 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,061,291 | $763,028,089 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
614,573 | $89,899,738 | |
| 3 | ORCL |
Oracle Corp
|
484,313 | $71,247,285 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
223,232 | $35,788,554 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
73,780 | $28,804,449 | |
| 6 | SNPS |
Synopsys Inc
|
47,548 | $18,851,831 | |
| 7 | NET |
Cloudflare, Inc.
|
73,174 | $15,098,723 | |
| 8 | FTNT |
Fortinet, Inc.
|
173,912 | $14,212,088 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,788,554 | 223,232 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $32,039,563 | 173,939 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,936,553 | 161,755 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $33,133,467 | 161,911 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,455,172 | 155,035 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $27,707,595 | 152,273 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | — | 71,830 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | — | 72,615 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | — | 71,461 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | — | 69,226 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | — | 68,329 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | — | 66,173 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | — | 40,740 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | — | 39,928 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | — | 35,121 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | — | 11,400 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | — | 11,117 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | — | 10,792 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | — | 10,791 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | — | 11,123 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | — | 9,935 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | — | 9,614 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | — | 9,814 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | — | 10,167 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||