Position in PANW
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$556,203
+$255,443 QoQ
Shares Held
1,631
-13.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#2,006
of 2,904 holders
Holding Since
Jun 2023
7 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, 2026Balefire, LLC holds $9,668,182 across 8 Software - Infrastructure names. PANW ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
19,292 | $7,196,301 | |
| 2 | ORCL |
Oracle Corp
|
4,763 | $698,017 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
5,445 | $635,268 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
1,631 | $556,203 | |
| 5 | RBRK |
Rubrik, Inc.
|
4,288 | $344,240 | |
| 6 | IOT |
Samsara Inc.
|
6,439 | $208,816 | |
| 7 | REKR |
Rekor Systems, Inc.
|
22,500 | $15,637 | |
| 8 | VERI |
Veritone, Inc.
|
10,000 | $13,700 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,203 | 1,631 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $300,760 | 1,876 | Shares | Sole | 2026-05-07 | |
| 2024-06-30 | $45,088 | 133 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $37,789 | 133 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $39,219 | 133 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $28,132 | 120 | Shares | Sole | 2023-12-06 | |
| 2023-06-30 | $30,661 | 120 | Shares | Sole | 2023-08-21 | |
| No filing history on record for this holder in this stock. | ||||||