Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,854,760
+$2,351,364 QoQ
Shares Held
14,236
-8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,008
of 2,904 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, 2026Kovack Advisors, Inc. holds $72,638,301 across 18 Software - Infrastructure names. PANW ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
78,918 | $29,437,992 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
78,025 | $9,103,176 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
35,684 | $6,807,971 | |
| 4 | ORCL |
Oracle Corp
|
43,257 | $6,339,313 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
14,236 | $4,854,760 | |
| 6 | BB |
BLACKBERRY Ltd
|
244,503 | $3,092,962 | |
| 7 | OSPN |
OneSpan Inc.
|
207,970 | $2,984,369 | |
| 8 | FFIV |
F5, Inc.
|
6,886 | $2,864,300 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,854,760 | 14,236 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,503,396 | 15,615 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,756,911 | 58,398 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,393,782 | 51,045 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,227,702 | 49,979 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $8,543,262 | 50,066 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $9,311,621 | 51,174 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $8,827,326 | 25,826 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $8,986,816 | 26,509 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $10,700,904 | 37,662 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8,796,270 | 29,830 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $6,444,286 | 27,488 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $6,440,129 | 25,205 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,732,341 | 18,686 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $2,556,093 | 18,318 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $3,012,098 | 18,390 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,050,078 | 6,175 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,954,807 | 6,353 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,277,644 | 5,887 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $2,804,064 | 5,854 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $2,161,367 | 5,825 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,757,804 | 5,458 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,883,212 | 5,299 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,349,797 | 5,515 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,328,410 | 5,784 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $884,073 | 5,392 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||