Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$201,319,271
+$65,079,797 QoQ
Shares Held
1,255,734
+69.8% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 2.302159533786614.ToString("F0")%
Shared 0.ToString("F0")%
None 97.69784046621338.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Vident Advisory, LLC holds $1,208,725,017 across 68 Software - Infrastructure names. PANW ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
817,660 | $302,673,196 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
1,563,893 | $228,766,264 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
1,255,734 | $201,319,271 | |
| 4 | FTNT |
Fortinet, Inc.
|
1,305,290 | $106,668,297 | |
| 5 | ORCL |
Oracle Corp
|
490,146 | $72,105,375 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
432,516 | $42,214,639 | |
| 7 | AKAM |
Akamai Technologies Inc
|
315,816 | $36,271,465 | |
| 8 | CHKP |
Check Point Software Technologies Ltd
|
230,840 | $32,975,492 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $201,319,271 | 1,255,734 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $136,239,474 | 739,628 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $158,670,679 | 779,249 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $140,615,303 | 687,135 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $80,862,882 | 473,880 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $34,633,354 | 190,335 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $12,832,196 | 75,086 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $22,827,067 | 134,669 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $11,640,377 | 81,937 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,693,013 | 31,830 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,950,306 | 16,638 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||