Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,503,396
-$8,253,515 QoQ
Shares Held
15,615
-73.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
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, 2026Kovack Advisors, Inc. holds $62,799,929 across 15 Software - Infrastructure names. PANW ranks #4 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
83,957 | $31,078,362 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
83,906 | $12,273,769 | |
| 3 | ORCL |
Oracle Corp
|
37,938 | $5,581,059 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
15,615 | $2,503,396 | |
| 5 | OSPN |
OneSpan Inc.
|
214,450 | $2,258,158 | |
| 6 | FFIV |
F5, Inc.
|
7,132 | $2,063,501 | |
| 7 | CRWV |
CoreWeave, Inc.
|
26,417 | $2,046,524 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
12,322 | $1,202,658 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $4,413,663 | 25,826 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,493,408 | 26,509 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,350,452 | 37,662 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4,398,135 | 29,830 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $3,222,143 | 27,488 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $3,220,064 | 25,205 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,866,170 | 18,686 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,278,046 | 18,318 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $1,506,049 | 18,390 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $508,346 | 6,175 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $659,134 | 6,353 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $546,274 | 5,887 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $467,344 | 5,854 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $360,227 | 5,825 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $292,967 | 5,458 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $313,868 | 5,299 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $224,966 | 5,515 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $221,401 | 5,784 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $147,345 | 5,392 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||