Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,348,393
+$982,383 QoQ
Shares Held
3,954
+73.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,552
of 2,892 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Csenge Advisory Group holds $30,646,641 across 13 Software - Infrastructure names. PANW ranks #3 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
55,445 | $20,682,093 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
22,464 | $2,620,874 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
3,954 | $1,348,393 | |
| 4 | NET |
Cloudflare, Inc.
|
4,457 | $1,093,212 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
4,932 | $940,951 | |
| 6 | ORCL |
Oracle Corp
|
5,962 | $873,731 | |
| 7 | VHC |
VirnetX Holding Corp
|
68,360 | $868,172 | |
| 8 | TWLO |
Twilio Inc
|
3,455 | $712,870 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348,393 | 3,954 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $366,010 | 2,283 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $335,059 | 1,819 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $332,511 | 1,633 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $413,986 | 2,023 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $387,523 | 2,271 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $403,587 | 2,218 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $342,141 | 1,001 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $335,280 | 989 | Shares | Sole | 2024-07-10 | |
| 2023-06-30 | $211,817 | 829 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||