Position in PANW
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$17,441,533
+$5,434,088 QoQ
Shares Held
108,792
+66.9% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026IFP Advisors, Inc holds $131,493,553 across 97 Software - Infrastructure names. PANW ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
174,800 | $64,705,716 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
108,792 | $17,441,533 | |
| 3 | XYZ |
Block, Inc.
|
210,960 | $12,695,572 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
80,774 | $11,815,620 | |
| 5 | ORCL |
Oracle Corp
|
47,726 | $7,020,971 | |
| 6 | FTNT |
Fortinet, Inc.
|
42,360 | $3,461,659 | |
| 7 | NTNX |
Nutanix, Inc.
|
54,709 | $2,079,489 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
18,284 | $1,784,564 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,479,139 | 8,655 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $823,624 | 4,859 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $828,381 | 5,831 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $655,665 | 4,447 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $402,064 | 3,430 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $351,198 | 2,749 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $190,152 | 1,904 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $217,682 | 3,120 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $425,280 | 5,193 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $158,225 | 1,922 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $199,410 | 1,922 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $81,008 | 873 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $77,118 | 966 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $64,810 | 1,048 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $66,451 | 1,238 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $77,356 | 1,306 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $63,635 | 1,560 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $56,154 | 1,467 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $39,213 | 1,435 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||