Foundations Investment Advisors, LLC
EndowmentPosition in PANW — Palo Alto Networks Inc
CIK 1743404
PHOENIX, AZ
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$39,672,561
+$21,526,743 QoQ
Shares Held
116,335
+2.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
1.02%
of 13F equity value
Holder Rank
#362
of 2,911 holders
Holding Since
Jun 2021
21 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, 2026Foundations Investment Advisors, LLC holds $231,433,867 across 19 Software - Infrastructure names. PANW ranks #3 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
269,741 | $100,618,785 | |
| 2 | ORCL |
Oracle Corp
|
343,560 | $50,348,717 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
116,335 | $39,672,561 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
94,437 | $11,017,963 | |
| 5 | NET |
Cloudflare, Inc.
|
37,115 | $9,103,566 | |
| 6 | INFQ |
Infleqtion, Inc.
|
445,956 | $5,940,132 | |
| 7 | CRWV |
CoreWeave, Inc.
|
49,359 | $4,913,194 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
25,072 | $4,783,360 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,672,561 | 116,335 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $18,145,818 | 113,185 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $17,891,161 | 97,129 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,023,242 | 83,603 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $15,236,060 | 74,453 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $11,794,294 | 69,118 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $11,311,179 | 62,163 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $8,957,552 | 26,207 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,097,592 | 23,886 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $5,073,709 | 17,857 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,101,780 | 13,910 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,261,877 | 9,648 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $3,090,393 | 12,095 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,393,186 | 6,975 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $626,255 | 4,488 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $802,407 | 4,899 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $566,055 | 1,146 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $700,323 | 1,125 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $661,987 | 1,189 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $498,638 | 1,041 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $300,550 | 810 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||