Summit Trail Advisors, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1698478 NEW YORK, NY

Position in PANW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$4,108,680

+$316,187 QoQ

Shares Held

25,628

+24.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Summit Trail Advisors, LLC holds $362,417,600 across 54 Software - Infrastructure names. PANW ranks #7 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	290,945	$107,699,110
2	DLO	dLocal Ltd	7,679,326	$99,600,858
3	PLTR	Palantir Technologies Inc.	361,041	$52,813,077
4	OKTA	Okta, Inc.	219,388	$17,268,029
5	CRWD	CrowdStrike Holdings, Inc.	37,090	$14,480,306
6	ORCL	Oracle Corp	66,573	$9,793,554
7	PANW	Palo Alto Networks Inc This page	25,628	$4,108,680
8	NET	Cloudflare, Inc.	19,560	$4,036,010

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,108,680	25,628	+24.5%	Shares	Sole	2026-05-12
2025-12-31	$3,792,493	20,589	-14.9%	Shares	Sole	2026-02-17
2025-09-30	$4,928,622	24,205	+82.0%	Shares	Sole	2025-11-14
2025-06-30	$2,722,121	13,302	+346.7%	Shares	Sole	2025-08-14
2024-09-30	—	2,978	-1.8%	Shares	Sole	2024-11-12
2024-06-30	—	3,032	+28.6%	Shares	Sole	2024-08-13
2024-03-31	—	2,357	+6.5%	Shares	Sole	2024-04-23
2023-12-31	—	2,213	-20.5%	Shares	Sole	2024-02-06
2023-09-30	—	2,784	+7.0%	Shares	Sole	2023-10-30
2023-06-30	—	2,601	+81.5%	Shares	Sole	2023-07-25
2023-03-31	—	1,433	+13.7%	Shares	Sole	2023-05-04
2022-09-30	—	1,260	+248.1%	Shares	Sole	2022-11-10
2022-03-31	—	362	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.