OneDigital Investment Advisors LLC
Position in PANW — Palo Alto Networks Inc
CIK 1690370
OVERLAND PARK, KS
Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,538,117
+$4,480,098 QoQ
Shares Held
25,037
-1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#761
of 2,911 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $133,479,531 across 24 Software - Infrastructure names. PANW ranks #2 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
236,371 | $88,171,110 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
25,037 | $8,538,117 | |
| 3 | IOT |
Samsara Inc.
|
247,355 | $8,021,722 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
38,592 | $7,362,774 | |
| 5 | ORCL |
Oracle Corp
|
34,667 | $5,080,448 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
37,255 | $4,346,540 | |
| 7 | FLYW |
Flywire Corp
|
78,218 | $1,374,290 | |
| 8 | NET |
Cloudflare, Inc.
|
5,015 | $1,230,079 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,538,117 | 25,037 | Shares | Sole | 2026-08-07 | |
| 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 | $4,849,800 | 14,189 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,633,588 | 13,668 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $3,422,629 | 12,046 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,114,773 | 61,431 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $13,216,555 | 56,375 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,091,632 | 55,151 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $11,629,661 | 58,224 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,886,886 | 27,855 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,551,622 | 21,684 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $999,240 | 2,023 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,191,484 | 1,914 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,132,449 | 2,034 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $847,350 | 1,769 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $657,872 | 1,773 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $333,654 | 1,036 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $276,848 | 779 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||