Summit Trail Advisors, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1698478 NEW YORK, NY

Position in PANW

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$8,696,010

+$4,587,330 QoQ

Shares Held

25,500

-0.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $414,512,219 across 56 Software - Infrastructure names. PANW ranks #7 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	329,333	$122,847,795
2	DLO	dLocal Ltd	7,679,330	$99,792,893
3	PLTR	Palantir Technologies Inc.	358,523	$41,828,878
4	CRWD	CrowdStrike Holdings, Inc.	142,640	$27,213,572
5	OKTA	Okta, Inc.	188,737	$25,753,163
6	ORCL	Oracle Corp	71,098	$10,419,411
7	PANW	Palo Alto Networks Inc This page	25,500	$8,696,010
8	CRWV	CoreWeave, Inc.	57,873	$5,760,678

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,696,010	25,500	-0.5%	Shares	Sole	2026-08-11
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	$1,017,880	2,978	-1.8%	Shares	Sole	2024-11-12
2024-06-30	$1,027,878	3,032	+28.6%	Shares	Sole	2024-08-13
2024-03-31	$669,694	2,357	+6.5%	Shares	Sole	2024-04-23
2023-12-31	$652,569	2,213	-20.5%	Shares	Sole	2024-02-06
2023-09-30	$652,680	2,784	+7.0%	Shares	Sole	2023-10-30
2023-06-30	$664,581	2,601	+81.5%	Shares	Sole	2023-07-25
2023-03-31	$286,227	1,433	+13.7%	Shares	Sole	2023-05-04
2022-09-30	$206,375	1,260	+248.1%	Shares	Sole	2022-11-10
2022-03-31	$225,348	362	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.