Position in PANW
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$642,140
+$389,957 QoQ
Shares Held
1,883
+19.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#36
of 64 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Versant Capital Management, Inc holds $79,811,130 across 75 Software - Infrastructure names. PANW ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
184,849 | $68,952,373 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
9,687 | $1,130,182 | |
| 3 | ORCL |
Oracle Corp
|
6,388 | $936,161 | |
| 4 | TWLO |
Twilio Inc
|
4,156 | $857,507 | |
| 5 | FTNT |
Fortinet, Inc.
|
4,201 | $645,357 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
1,883 | $642,140 | |
| 7 | FFIV |
F5, Inc.
|
1,501 | $624,355 | |
| 8 | MDB |
MongoDB, Inc.
|
1,575 | $529,042 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,140 | 1,883 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $252,183 | 1,573 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $558,862 | 3,034 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $670,113 | 3,291 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $296,318 | 1,448 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $231,217 | 1,355 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $117,910 | 648 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $31,103 | 182 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $34,240 | 202 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $5,398 | 38 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $5,602 | 38 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $4,806 | 41 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $5,237 | 41 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $3,595 | 36 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $2,511 | 36 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,948 | 36 | Shares | Sole | 2022-12-30 | |
| 2022-06-30 | $987 | 12 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,245 | 12 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,113 | 12 | Shares | Sole | 2022-01-06 | |
| 2021-09-30 | $957 | 12 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $742 | 12 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $644 | 12 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $710 | 12 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $489 | 12 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $459 | 12 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $437 | 16 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||