Global Retirement Partners, LLC
PensionPosition in PANW — Palo Alto Networks Inc
CIK 1749744
San Rafael, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,344,418
+$4,196,603 QoQ
Shares Held
24,469
+8.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#770
of 2,893 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $137,237,313 across 86 Software - Infrastructure names. PANW ranks #3 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,026 | $90,280,538 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
79,424 | $9,266,398 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
24,469 | $8,344,418 | |
| 4 | ORCL |
Oracle Corp
|
52,348 | $7,671,599 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
38,500 | $7,345,222 | |
| 6 | FTNT |
Fortinet, Inc.
|
13,784 | $2,117,498 | |
| 7 | SNPS |
Synopsys Inc
|
3,231 | $1,441,252 | |
| 8 | NET |
Cloudflare, Inc.
|
4,210 | $1,032,628 |
All Filings in PANW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,344,418 | 24,469 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,147,815 | 22,518 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,348,893 | 26,269 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,485,223 | 17,031 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $1,335,586 | 7,340 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,285,509 | 3,761 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,395,704 | 4,117 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,072,306 | 3,774 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $713,019 | 2,418 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $537,805 | 2,294 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $504,887 | 1,976 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $389,293 | 1,949 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $199,263 | 1,428 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $267,305 | 1,632 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $216,345 | 438 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $277,017 | 445 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $235,188 | 491 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $156,212 | 421 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $87,278 | 271 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $130,783 | 368 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $87,131 | 356 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $81,762 | 356 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $57,058 | 348 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||