Gerber Kawasaki Wealth & Investment Management

Position in PANW — Palo Alto Networks Inc

CIK 1666736 SANTA MONICA, CA

Back to PANW Full portfolio

Position in PANW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$7,064,229

+$3,716,427 QoQ

Shares Held

20,715

-0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#851

of 2,892 holders

Holding Since

Mar 2020

25 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, 2026

Gerber Kawasaki Wealth & Investment Management holds $85,888,613 across 10 Software - Infrastructure names. PANW ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	160,066	$59,707,819
2	PANW	Palo Alto Networks Inc This page	20,715	$7,064,229
3	CRWD	CrowdStrike Holdings, Inc.	33,404	$6,372,982
4	NTNX	Nutanix, Inc.	100,135	$5,102,879
5	PLTR	Palantir Technologies Inc.	38,183	$4,454,810
6	ORCL	Oracle Corp	9,011	$1,320,562
7	NET	Cloudflare, Inc.	2,777	$681,142
8	IOT	Samsara Inc.	20,092	$651,583

All Filings in PANW

Export CSV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,064,229	20,715	-0.8%	Shares	Sole	2026-08-07
2026-03-31	$3,347,802	20,882	+0.0%	Shares	Sole	2026-05-07
2025-12-31	$3,846,096	20,880	+22.9%	Shares	Sole	2026-02-13
2025-09-30	$3,459,911	16,992	+6.1%	Shares	Sole	2025-11-13
2025-06-30	$3,278,742	16,022	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$2,671,881	15,658	+2.3%	Shares	Sole	2025-05-14
2024-12-31	$2,785,443	15,308	+104.6%	Shares	Sole	2025-02-14
2024-09-30	$2,557,689	7,483	+3.1%	Shares	Sole	2024-11-13
2024-06-30	$2,460,873	7,259	+8.5%	Shares	Sole	2024-08-13
2024-03-31	$1,900,545	6,689	+9.4%	Shares	Sole	2024-05-14
2023-12-31	$1,802,306	6,112	-2.6%	Shares	Sole	2024-02-13
2023-09-30	$1,470,407	6,272	+30.1%	Shares	Sole	2023-11-14
2023-06-30	$1,232,069	4,822	-4.9%	Shares	Sole	2023-08-10
2022-12-31	$707,886	5,073	-0.5%	Shares	Sole	2023-02-08
2022-09-30	$835,329	5,100	+205.6%	Shares	Sole	2022-11-15
2022-06-30	$824,385	1,669	+1.2%	Shares	Sole	2022-08-04
2022-03-31	$1,027,141	1,650	+0.6%	Shares	Sole	2022-05-12
2021-12-31	$913,086	1,640	+13566.7%	Shares	Sole	2022-02-11
2021-09-30	$5,747	12	-99.4%	Shares	Sole	2021-11-15
2021-06-30	$775,865	2,091	0.0%	Shares	Sole	2021-08-11
2021-03-31	$673,427	2,091	+1.4%	Shares	Sole	2021-05-07
2020-12-31	$733,169	2,063	+0.0%	Shares	Sole	2021-02-09
2020-09-30	$504,674	2,062	+0.3%	Shares	Sole	2020-11-02
2020-06-30	$471,971	2,055	+1.2%	Shares	Sole	2020-08-10
2020-03-31	$332,839	2,030	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.