SIMON QUICK ADVISORS, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1692038 MORRISTOWN, NJ

Position in PANW

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,814,567

+$1,080,142 QoQ

Shares Held

5,321

+16.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,425

of 2,904 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 15% Shared 0% None 85%

Technology · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $21,016,867 across 8 Software - Infrastructure names. PANW ranks #2 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	45,198	$16,859,757
2	PANW	Palo Alto Networks Inc This page	5,321	$1,814,567
3	SABR	Sabre Corp	314,556	$657,422
4	CRWD	CrowdStrike Holdings, Inc.	3,040	$579,986
5	ORCL	Oracle Corp	3,631	$532,123
6	PLTR	Palantir Technologies Inc.	2,923	$341,026
7	AUID	authID Inc.	173,302	$185,433
8	AIOT	Powerfleet, Inc.	12,155	$46,553

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,814,567	5,321	+16.2%	Shares	Sole	2026-07-28
2026-03-31	$734,425	4,581	-8.7%	Shares	Sole	2026-05-06
2025-12-31	$924,315	5,018	-4.1%	Shares	Sole	2026-01-29
2025-09-30	$1,065,136	5,231	+18.0%	Shares	Sole	2025-10-21
2025-06-30	$907,373	4,434	-40.7%	Shares	Sole	2025-10-08
2025-03-31	$1,276,899	7,483	+16.3%	Shares	Sole	2025-04-15
2024-12-31	$1,170,912	6,435	+107.7%	Shares	Sole	2025-01-17
2024-09-30	$1,058,896	3,098	+15.2%	Shares	Sole	2024-10-15
2024-06-30	$911,597	2,689	+13.7%	Shares	Sole	2024-08-02
2024-03-31	$672,251	2,366	+3.9%	Shares	Sole	2024-04-19
2023-12-31	$671,441	2,277	+4.9%	Shares	Sole	2024-01-16
2023-09-30	$508,734	2,170	-27.5%	Shares	Sole	2023-10-24
2023-06-30	$764,996	2,994	+1.2%	Shares	Sole	2023-08-01
2023-03-31	$590,830	2,958	-10.2%	Shares	Sole	2023-05-15
2022-12-31	$459,784	3,295	+1.4%	Shares	Sole	2023-01-30
2022-09-30	$532,153	3,249	+215.4%	Shares	Sole	2022-11-07
2022-06-30	$508,757	1,030	+3.9%	Shares	Sole	2022-08-08
2022-03-31	$616,907	991	+1.1%	Shares	Sole	2022-05-05
2021-12-31	$545,624	980	-0.6%	Shares	Sole	2022-02-08
2021-09-30	$472,293	986	+12.0%	Shares	Sole	2021-10-27
2021-06-30	$326,524	880	0.0%	Shares	Sole	2021-07-21
2021-03-31	$283,412	880	0.0%	Shares	Sole	2021-05-06
2020-12-31	$312,743	880	-2.2%	Shares	Sole	2021-01-27
2020-09-30	$220,275	900	+2.3%	Shares	Sole	2020-10-26
2020-06-30	$202,109	880	0.0%	Shares	Sole	2020-08-04
2020-03-31	$144,284	880	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.