Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$39,684,156
+$22,242,623 QoQ
Shares Held
116,369
+7.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#361
of 2,904 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026IFP Advisors, Inc holds $163,632,796 across 97 Software - Infrastructure names. PANW ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
180,462 | $67,315,935 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
116,369 | $39,684,156 | |
| 3 | XYZ |
Block, Inc.
|
196,142 | $14,906,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
92,086 | $10,743,673 | |
| 5 | ORCL |
Oracle Corp
|
53,490 | $7,838,959 | |
| 6 | FTNT |
Fortinet, Inc.
|
36,521 | $5,610,356 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
71,040 | $3,388,341 | |
| 8 | NTNX |
Nutanix, Inc.
|
33,734 | $1,719,084 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,684,156 | 116,369 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,441,533 | 108,792 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,007,445 | 65,187 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,724,572 | 28,114 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $4,827,457 | 23,590 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,100,479 | 24,030 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,848,999 | 21,153 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,958,279 | 8,655 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,647,249 | 4,859 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,656,762 | 5,831 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $1,311,331 | 4,447 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $804,129 | 3,430 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $702,396 | 2,749 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $380,304 | 1,904 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $667 | 3,120 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $850,561 | 5,193 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $949,352 | 1,922 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $259,586 | 417 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $486,051 | 873 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $462,713 | 966 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $388,860 | 1,048 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $398,710 | 1,238 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $464,139 | 1,306 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $381,810 | 1,560 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $336,925 | 1,467 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $235,282 | 1,435 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||