Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,680,499
+$2,529,646 QoQ
Shares Held
13,725
+2.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,017
of 2,893 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Intellectus Partners, LLC holds $30,535,654 across 15 Software - Infrastructure names. PANW ranks #3 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,053 | $8,226,210 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
59,788 | $6,975,465 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
13,725 | $4,680,499 | |
| 4 | VRNS |
Varonis Systems Inc
|
97,576 | $4,094,288 | |
| 5 | ORCL |
Oracle Corp
|
12,474 | $1,828,064 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
5,592 | $1,066,869 | |
| 7 | FOUR |
Shift4 Payments, Inc.
|
16,765 | $815,449 | |
| 8 | XYZ |
Block, Inc.
|
9,769 | $742,444 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,680,499 | 13,725 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,150,853 | 13,416 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,971,676 | 10,704 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,639,933 | 12,965 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,453,967 | 7,105 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $891,764 | 5,226 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $914,530 | 5,026 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $867,488 | 2,538 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $860,407 | 2,538 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $859,493 | 3,025 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $235,904 | 800 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $210,996 | 900 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $229,959 | 900 | Shares | Sole | 2023-07-31 | |
| No filing history on record for this holder in this stock. | ||||||