Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,907,194
+$1,459,506 QoQ
Shares Held
8,525
-5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#1,201
of 2,893 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Essex Bank holds $14,933,777 across 6 Software - Infrastructure names. PANW ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
27,716 | $10,338,621 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
8,525 | $2,907,194 | |
| 3 | ORCL |
Oracle Corp
|
7,166 | $1,050,176 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
2,586 | $301,707 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,609 | $247,174 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,864 | $88,905 |
All Filings in PANW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,907,194 | 8,525 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,447,688 | 9,030 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,681,745 | 9,130 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,854,977 | 9,110 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,864,065 | 9,109 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,556,236 | 9,120 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,606,342 | 8,828 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,526,478 | 4,466 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,431,977 | 4,224 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,187,094 | 4,178 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,232,008 | 4,178 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $895,560 | 3,820 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,025,616 | 4,014 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $804,551 | 4,028 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $563,880 | 4,041 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $656,961 | 4,011 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $660,397 | 1,337 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $864,665 | 1,389 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $409,774 | 736 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $328,592 | 686 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $247,119 | 666 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $214,491 | 666 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $236,689 | 666 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||