Position in PANW
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$2,792,293
+$553,158 QoQ
Shares Held
17,417
+43.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $104,371,396 across 24 Software - Infrastructure names. PANW ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
184,681 | $68,363,365 | |
| 2 | ORCL |
Oracle Corp
|
69,484 | $10,221,791 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
40,940 | $5,988,703 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
17,417 | $2,792,293 | |
| 5 | GCT |
GigaCloud Technology Inc
|
57,723 | $2,619,469 | |
| 6 | TWLO |
Twilio Inc
|
19,666 | $2,474,376 | |
| 7 | CRWV |
CoreWeave, Inc.
|
27,899 | $2,161,335 | |
| 8 | NTCT |
Netscout Systems Inc
|
53,064 | $1,686,904 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $757,599 | 4,433 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $750,229 | 4,426 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $739,448 | 5,205 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $498,052 | 3,378 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $308,054 | 2,628 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $222,932 | 1,745 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $251,772 | 2,521 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $161,517 | 2,315 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $380,811 | 4,650 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $78,289 | 951 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $122,738 | 1,183 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $128,333 | 1,383 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $77,757 | 974 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $46,443 | 751 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||