Steward Partners Investment Advisory, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1723397
STAMFORD, CT
Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$75,929,467
+$7,716,835 QoQ
Shares Held
222,654
-47.7% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#253
of 2,893 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $635,352,526 across 80 Software - Infrastructure names. PANW ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
999,760 | $372,930,475 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
222,654 | $75,929,467 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
319,916 | $61,035,174 | |
| 4 | ORCL |
Oracle Corp
|
233,556 | $34,227,631 | |
| 5 | CRWV |
CoreWeave, Inc.
|
305,710 | $30,430,373 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
207,382 | $24,195,257 | |
| 7 | SNPS |
Synopsys Inc
|
20,602 | $9,189,934 | |
| 8 | FTNT |
Fortinet, Inc.
|
52,532 | $8,069,965 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,929,467 | 222,654 | Shares | Sole | 2026-08-13 | |
| 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 | $25,498,280 | 74,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $25,458,633 | 75,097 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $20,922,480 | 73,637 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $17,789,815 | 60,329 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $11,936,747 | 50,916 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,646,978 | 49,497 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,198,230 | 36,038 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,527,096 | 32,443 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $6,071,695 | 37,070 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $5,985,068 | 12,117 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $10,831,054 | 17,399 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $4,507,527 | 8,096 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,527,833 | 7,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,805,139 | 7,560 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,550,072 | 7,918 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,738,281 | 7,705 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,910,030 | 7,804 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,691,058 | 7,363 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,029,670 | 6,280 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||