OneDigital Investment Advisors LLC
Position in PANW — Palo Alto Networks Inc
CIK 1690370
OVERLAND PARK, KS
Position in PANW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$4,058,019
+$33,249 QoQ
Shares Held
25,312
+15.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0.43062579013906443.ToString("F0")%
Shared 0.ToString("F0")%
None 99.56937420986094.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $117,717,443 across 17 Software - Infrastructure names. PANW ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
238,840 | $88,411,402 | |
| 2 | IOT |
Samsara Inc.
|
243,956 | $7,730,965 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
42,425 | $6,205,929 | |
| 4 | ORCL |
Oracle Corp
|
39,063 | $5,746,557 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
25,312 | $4,058,019 | |
| 6 | NET |
Cloudflare, Inc.
|
4,672 | $964,020 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
9,841 | $960,506 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
6,015 | $859,242 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,058,019 | 25,312 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,024,770 | 21,850 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,710,137 | 23,132 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,715,928 | 23,045 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,988,368 | 23,373 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,261,737 | 28,917 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,424,900 | 14,189 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,316,794 | 13,668 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,711,314 | 12,046 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,057,386 | 61,431 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $6,608,277 | 56,375 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,045,816 | 55,151 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,814,830 | 58,224 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,943,443 | 27,855 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,775,811 | 21,684 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $166,540 | 2,023 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $198,580 | 1,914 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $188,741 | 2,034 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $141,225 | 1,769 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $109,645 | 1,773 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $55,609 | 1,036 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $46,141 | 779 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||