Foundations Investment Advisors, LLC
EndowmentPosition in PANW — Palo Alto Networks Inc
CIK 1743404
PHOENIX, AZ
Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$18,145,818
+$254,657 QoQ
Shares Held
113,185
+16.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026Foundations Investment Advisors, LLC holds $185,871,632 across 17 Software - Infrastructure names. PANW ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
240,314 | $88,957,031 | |
| 2 | ORCL |
Oracle Corp
|
335,257 | $49,319,656 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
113,185 | $18,145,818 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
86,947 | $12,718,605 | |
| 5 | NET |
Cloudflare, Inc.
|
36,920 | $7,618,071 | |
| 6 | CRWV |
CoreWeave, Inc.
|
41,845 | $3,241,731 | |
| 7 | INFQ |
Infleqtion, Inc.
|
230,012 | $2,256,416 | |
| 8 | ZS |
Zscaler, Inc.
|
6,790 | $952,569 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $4,478,776 | 26,207 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,048,796 | 23,886 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,536,854 | 17,857 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,050,890 | 13,910 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,130,938 | 9,648 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,545,196 | 12,095 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $696,593 | 6,975 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $313,127 | 4,488 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $401,203 | 4,899 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $94,342 | 1,146 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $116,720 | 1,125 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $110,331 | 1,189 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $83,106 | 1,041 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $50,091 | 810 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||