Position in PANW
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$769,375
-$158,993 QoQ
Shares Held
4,799
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026FLAGSHIP HARBOR ADVISORS, LLC holds $33,742,090 across 14 Software - Infrastructure names. PANW ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
62,923 | $23,292,206 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
16,069 | $2,350,573 | |
| 3 | ORCL |
Oracle Corp
|
15,891 | $2,337,725 | |
| 4 | FTNT |
Fortinet, Inc.
|
26,987 | $2,205,377 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
4,799 | $769,375 | |
| 6 | SNPS |
Synopsys Inc
|
1,664 | $659,742 | |
| 7 | ZS |
Zscaler, Inc.
|
3,387 | $475,162 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
3,788 | $369,718 |
All Filings in PANW
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $769,375 | 4,799 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $928,368 | 5,040 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,078,552 | 10,208 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,074,231 | 10,136 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,773,120 | 10,391 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,949,701 | 10,715 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $923,372 | 5,403 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $916,344 | 5,406 | Shares | Sole | 2025-12-02 | |
| 2024-03-31 | $775,959 | 5,462 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $778,483 | 5,280 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $630,878 | 5,382 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $683,361 | 5,349 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $553,379 | 5,541 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $379,548 | 5,440 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $454,844 | 5,554 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $155,014 | 1,883 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $189,658 | 1,828 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $173,987 | 1,875 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $120,787 | 1,513 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $93,566 | 1,513 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $67,203 | 1,252 | Shares | Sole | 2021-05-03 | |
| 2020-09-30 | $9,993 | 245 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $8,765 | 229 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $6,257 | 229 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||