Position in PANW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$583,564
+$79,225 QoQ
Shares Held
3,640
+32.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Verdence Capital Advisors LLC holds $48,880,721 across 13 Software - Infrastructure names. PANW ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
91,381 | $33,826,504 | |
| 2 | ORCL |
Oracle Corp
|
50,213 | $7,386,834 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
19,207 | $2,809,599 | |
| 4 | CCSI |
Consensus Cloud Solutions, Inc.
|
30,871 | $732,877 | |
| 5 | TWLO |
Twilio Inc
|
5,603 | $704,969 | |
| 6 | SNPS |
Synopsys Inc
|
1,742 | $690,668 | |
| 7 | NYAX |
Nayax Ltd.
|
10,968 | $614,208 | |
| 8 | PANW |
Palo Alto Networks Inc
This page
|
3,640 | $583,564 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $240,627 | 1,408 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $236,289 | 1,394 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $208,693 | 1,469 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $205,826 | 1,396 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $156,605 | 1,336 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $138,614 | 1,085 | Shares | Sole | 2023-07-31 | |
| 2022-06-30 | $33,670 | 409 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $42,434 | 409 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||