Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,098,766
+$515,202 QoQ
Shares Held
3,222
-11.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,665
of 2,911 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Verdence Capital Advisors LLC holds $49,780,621 across 15 Software - Infrastructure names. PANW ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
84,453 | $31,502,658 | |
| 2 | ORCL |
Oracle Corp
|
52,675 | $7,719,521 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
11,048 | $2,107,792 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
17,719 | $2,067,275 | |
| 5 | CCSI |
Consensus Cloud Solutions, Inc.
|
30,133 | $1,149,573 | |
| 6 | PANW |
Palo Alto Networks Inc
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|
3,222 | $1,098,766 | |
| 7 | TWLO |
Twilio Inc
|
5,152 | $1,063,012 | |
| 8 | NYAX |
Nayax Ltd.
|
10,968 | $718,513 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,098,766 | 3,222 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $583,564 | 3,640 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $504,339 | 2,738 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $570,746 | 2,803 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $497,684 | 2,432 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $394,178 | 2,310 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $514,218 | 2,826 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $481,254 | 1,408 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $472,579 | 1,394 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $417,386 | 1,469 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $411,652 | 1,396 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $313,211 | 1,336 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $277,228 | 1,085 | Shares | Sole | 2023-07-31 | |
| 2022-06-30 | $202,021 | 409 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $254,606 | 409 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||