Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,958,642
+$3,166,349 QoQ
Shares Held
17,473
+0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#914
of 2,911 holders
Holding Since
Jun 2021
21 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, 2026RITHOLTZ WEALTH MANAGEMENT holds $116,217,708 across 25 Software - Infrastructure names. PANW ranks #3 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
185,928 | $69,354,862 | |
| 2 | ORCL |
Oracle Corp
|
67,260 | $9,856,953 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
17,473 | $5,958,642 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
25,440 | $4,853,570 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
37,523 | $4,377,808 | |
| 6 | TWLO |
Twilio Inc
|
18,121 | $3,738,905 | |
| 7 | NTCT |
Netscout Systems Inc
|
85,551 | $3,725,746 | |
| 8 | CRWV |
CoreWeave, Inc.
|
28,126 | $2,799,662 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,958,642 | 17,473 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,792,293 | 17,417 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,239,135 | 12,156 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,373,801 | 11,658 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,478,395 | 12,111 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,828,919 | 10,718 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,626,176 | 8,937 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,515,199 | 4,433 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,500,458 | 4,426 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,478,896 | 5,205 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $996,104 | 3,378 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $616,108 | 2,628 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $445,864 | 1,745 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $503,544 | 2,521 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $323,035 | 2,315 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $761,623 | 4,650 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $469,736 | 951 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $736,429 | 1,183 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $769,998 | 1,383 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $466,545 | 974 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $278,658 | 751 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||