Position in PANW
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$2,738,586
-$929,388 QoQ
Shares Held
17,082
-14.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Wealthspire Advisors, LLC holds $104,063,561 across 13 Software - Infrastructure names. PANW ranks #4 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
237,664 | $87,976,082 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
46,866 | $6,855,558 | |
| 3 | ORCL |
Oracle Corp
|
23,600 | $3,471,796 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
17,082 | $2,738,586 | |
| 5 | AUID |
authID Inc.
|
553,604 | $719,685 | |
| 6 | XYZ |
Block, Inc.
|
6,780 | $408,020 | |
| 7 | NET |
Cloudflare, Inc.
|
1,882 | $388,331 | |
| 8 | APPN |
Appian Corp
|
13,500 | $325,485 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,738,586 | 17,082 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,667,974 | 19,913 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,983,643 | 14,653 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,087,403 | 15,087 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,334,355 | 13,680 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,500,494 | 13,742 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,095,810 | 6,412 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,049,913 | 6,194 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $621,818 | 4,377 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $634,286 | 4,302 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $429,259 | 3,662 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $398,595 | 3,120 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $305,901 | 3,063 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $226,054 | 3,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $263,620 | 3,219 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $88,332 | 1,073 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $117,031 | 1,128 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $105,134 | 1,133 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $95,400 | 1,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $68,644 | 1,110 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $188,888 | 3,519 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $67,227 | 1,135 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||