MISSION WEALTH MANAGEMENT, LP
Position in PANW — Palo Alto Networks Inc
CIK 1645382
Santa Barbara, CA
Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,988,685
-$1,139,605 QoQ
Shares Held
18,642
-16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026MISSION WEALTH MANAGEMENT, LP holds $180,886,615 across 14 Software - Infrastructure names. PANW ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
412,565 | $152,719,186 | |
| 2 | ORCL |
Oracle Corp
|
78,208 | $11,505,178 | |
| 3 | AKAM |
Akamai Technologies Inc
|
41,520 | $4,768,572 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
18,642 | $2,988,685 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
14,831 | $2,169,478 | |
| 6 | NET |
Cloudflare, Inc.
|
8,653 | $1,785,460 | |
| 7 | IOT |
Samsara Inc.
|
41,732 | $1,322,487 | |
| 8 | ZS |
Zscaler, Inc.
|
6,208 | $870,920 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,988,685 | 18,642 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,128,290 | 22,412 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,750,454 | 23,330 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,408,096 | 31,314 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,412,018 | 31,716 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $5,460,983 | 30,012 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,138,984 | 12,516 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,607,415 | 9,483 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,094,894 | 7,707 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $438,928 | 2,977 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $328,333 | 2,801 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $347,238 | 2,718 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $250,174 | 2,505 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $184,471 | 2,644 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $120,958 | 1,477 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $40,750 | 495 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $51,772 | 499 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $43,705 | 471 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $34,647 | 434 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||