Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,798,657
+$6,060,071 QoQ
Shares Held
25,801
+51.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#749
of 2,892 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Wealthspire Advisors, LLC holds $171,710,510 across 20 Software - Infrastructure names. PANW ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
342,187 | $127,642,594 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
25,801 | $8,798,657 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
74,010 | $8,634,746 | |
| 4 | ORCL |
Oracle Corp
|
54,935 | $8,050,724 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
37,488 | $7,152,148 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
116,825 | $5,682,368 | |
| 7 | TWLO |
Twilio Inc
|
4,745 | $979,035 | |
| 8 | CRWV |
CoreWeave, Inc.
|
6,474 | $644,421 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,798,657 | 25,801 | Shares | Sole | 2026-08-11 | |
| 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 | $2,191,621 | 6,412 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,099,827 | 6,194 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,243,637 | 4,377 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,268,573 | 4,302 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $858,519 | 3,662 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $797,191 | 3,120 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $611,803 | 3,063 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $452,109 | 3,240 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $527,240 | 3,219 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $529,997 | 1,073 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $702,191 | 1,128 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $630,808 | 1,133 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $572,404 | 1,195 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $411,865 | 1,110 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,133,329 | 3,519 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $403,367 | 1,135 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||