Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$544,607
+$59,056 QoQ
Shares Held
3,397
+28.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Triumph Capital Management holds $15,013,325 across 36 Software - Infrastructure names. PANW ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
12,603 | $4,665,252 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
19,370 | $2,833,443 | |
| 3 | ORCL |
Oracle Corp
|
11,265 | $1,657,194 | |
| 4 | ZS |
Zscaler, Inc.
|
7,490 | $1,050,772 | |
| 5 | OKTA |
Okta, Inc.
|
11,990 | $943,732 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
15,258 | $667,232 | |
| 7 | NTSK |
Netskope Inc
|
68,528 | $581,802 | |
| 8 | PANW |
Palo Alto Networks Inc
This page
|
3,397 | $544,607 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $544,607 | 3,397 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $485,551 | 2,636 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,628,552 | 7,998 | Shares | Sole | 2025-12-23 | |
| 2025-06-30 | $1,579,616 | 7,719 | Shares | Sole | 2025-12-29 | |
| 2025-03-31 | $1,178,781 | 6,908 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $719,287 | 3,953 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $377,518 | 2,209 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $715,311 | 4,220 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $612,868 | 4,314 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,249,259 | 8,473 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $529,365 | 4,516 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $396,040 | 3,100 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $559,272 | 5,600 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $326,104 | 4,674 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $253,792 | 3,099 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $82,323 | 1,000 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||