Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,321,452
+$1,021,943 QoQ
Shares Held
3,875
+138.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,564
of 2,893 holders
Holding Since
Dec 2020
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Neo Ivy Capital Management holds $19,221,965 across 17 Software - Infrastructure names. PANW ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
42,493 | $4,957,658 | |
| 2 | PATH |
UiPath, Inc.
|
188,962 | $2,054,016 | |
| 3 | EEFT |
Euronet Worldwide, Inc.
|
24,743 | $1,810,940 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
3,875 | $1,321,452 | |
| 5 | NTAP |
NetApp, Inc.
|
7,950 | $1,230,342 | |
| 6 | ATEN |
A10 Networks, Inc.
|
28,494 | $1,064,535 | |
| 7 | NTCT |
Netscout Systems Inc
|
22,157 | $964,937 | |
| 8 | XYZ |
Block, Inc.
|
12,093 | $919,068 |
All Filings in PANW
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,452 | 3,875 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $299,509 | 1,626 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $260,396 | 1,526 | Shares | Sole | 2025-05-06 | |
| 2023-12-31 | $40,103 | 136 | Shares | Sole | 2024-02-26 | |
| 2022-12-31 | $64,467 | 462 | Shares | Sole | 2023-03-27 | |
| 2022-09-30 | $107,282 | 655 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $75,078 | 152 | Shares | Sole | 2022-08-16 | |
| 2021-06-30 | $120,220 | 324 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $63,445 | 197 | Shares | Sole | 2021-10-07 | |
| 2020-12-31 | $136,114 | 383 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||