Steward Partners Investment Advisory, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1723397
STAMFORD, CT
Position in PANW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$68,212,632
-$7,197,190 QoQ
Shares Held
425,478
+3.9% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $604,524,599 across 79 Software - Infrastructure names. PANW ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,067,474 | $395,146,850 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
425,478 | $68,212,632 | |
| 3 | ORCL |
Oracle Corp
|
241,434 | $35,517,355 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
193,429 | $28,294,794 | |
| 5 | CRWV |
CoreWeave, Inc.
|
253,046 | $19,603,473 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
165,254 | $16,129,203 | |
| 7 | WIX |
Wix.com Ltd.
|
160,521 | $14,458,126 | |
| 8 | SNPS |
Synopsys Inc
|
14,127 | $5,601,072 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,212,632 | 425,478 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $75,409,822 | 409,391 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $90,821,850 | 446,036 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $34,036,338 | 166,323 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $26,535,885 | 155,508 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $28,186,695 | 154,906 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $12,749,140 | 74,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $12,729,316 | 75,097 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $10,461,240 | 73,637 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $8,894,907 | 60,329 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,968,373 | 50,916 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,323,489 | 49,497 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,599,115 | 36,038 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,263,548 | 32,443 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,035,847 | 37,070 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $997,511 | 12,117 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,805,175 | 17,399 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $751,254 | 8,096 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $587,972 | 7,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $467,523 | 7,560 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $425,012 | 7,918 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $456,380 | 7,705 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $318,338 | 7,804 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $281,843 | 7,363 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $171,611 | 6,280 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||