ELEVATION POINT WEALTH PARTNERS, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1744349 DENVER, CO

Position in PANW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$20,664,447

+$12,592,977 QoQ

Shares Held

60,596

+20.4% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#515

of 2,892 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $149,222,356 across 23 Software - Infrastructure names. PANW ranks #2 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	233,876	$87,240,425
2	PANW	Palo Alto Networks Inc This page	60,596	$20,664,447
3	NET	Cloudflare, Inc.	27,423	$6,726,313
4	ORCL	Oracle Corp	45,728	$6,701,438
5	CRWD	CrowdStrike Holdings, Inc.	34,948	$6,667,554
6	GEN	Gen Digital Inc.	168,053	$4,182,839
7	PLTR	Palantir Technologies Inc.	34,826	$4,063,149
8	NTAP	NetApp, Inc.	25,156	$3,893,142

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,664,447	60,596	+20.4%	Shares	Sole	2026-08-12
2026-03-31	$8,071,470	50,346	+88.4%	Shares	Sole	2026-04-27
2025-12-31	$4,923,666	26,730	+133.4%	Shares	Sole	2026-02-12
2025-09-30	$2,331,449	11,450	+309.7%	Shares	Sole	2025-11-14
2025-06-30	$571,968	2,795	+15.4%	Shares	Sole	2026-02-03
2025-03-31	$413,460	2,423	+7.4%	Shares	Sole	2026-02-03
2024-12-31	$410,501	2,256	+243.9%	Shares	Sole	2026-02-03
2024-09-30	$224,220	656	-81.1%	Shares	Sole	2026-02-03
2023-03-31	$694,296	3,476	+94.4%	Shares	Sole	2023-05-11
2022-09-30	$292,856	1,788	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.