Position in PANW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,061,936
+$576,968 QoQ
Shares Held
3,114
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,678
of 2,891 holders
Holding Since
Dec 2023
8 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, 2026Facet Wealth, Inc. holds $17,926,173 across 10 Software - Infrastructure names. PANW ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,134 | $13,105,684 | |
| 2 | ORCL |
Oracle Corp
|
7,880 | $1,154,814 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
3,114 | $1,061,936 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
7,682 | $896,258 | |
| 5 | SNPS |
Synopsys Inc
|
1,094 | $488,000 | |
| 6 | FTNT |
Fortinet, Inc.
|
2,343 | $359,931 | |
| 7 | NET |
Cloudflare, Inc.
|
989 | $242,581 | |
| 8 | XYZ |
Block, Inc.
|
3,133 | $238,108 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,061,936 | 3,114 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $484,968 | 3,025 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $418,134 | 2,270 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $249,230 | 1,224 | Shares | Sole | 2025-10-30 | |
| 2024-09-30 | $326,077 | 954 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $271,547 | 801 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $216,222 | 761 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $273,353 | 927 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||