Position in PANW
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$837,545
+$511,294 QoQ
Shares Held
2,456
+20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#603
of 1,123 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Legacy Advisors, LLC holds $19,622,827 across 13 Software - Infrastructure names. PANW ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,656 | $14,046,441 | |
| 2 | ORCL |
Oracle Corp
|
8,946 | $1,311,036 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
2,456 | $837,545 | |
| 4 | SNPS |
Synopsys Inc
|
1,621 | $723,079 | |
| 5 | TOST |
Toast, Inc.
|
23,481 | $653,241 | |
| 6 | OKTA |
Okta, Inc.
|
3,600 | $491,220 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
3,011 | $351,293 | |
| 8 | RELY |
Remitly Global, Inc.
|
13,713 | $307,308 |
All Filings in PANW
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $837,545 | 2,456 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $326,251 | 2,035 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $408,924 | 2,220 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $320,090 | 1,572 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $689,556 | 4,041 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $665,973 | 3,660 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $565,679 | 1,655 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $555,976 | 1,640 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $203,437 | 716 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||