Gladstone Institutional Advisory LLC
Position in PANW — Palo Alto Networks Inc
CIK 1766530
Bedminster, NJ
Position in PANW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,339,350
+$2,931,023 QoQ
Shares Held
15,657
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#965
of 2,907 holders
Holding Since
Mar 2021
22 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, 2026Gladstone Institutional Advisory LLC holds $60,769,864 across 11 Software - Infrastructure names. PANW ranks #3 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
102,748 | $38,327,058 | |
| 2 | ORCL |
Oracle Corp
|
37,344 | $5,472,763 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
15,657 | $5,339,350 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
39,108 | $4,562,730 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
69,484 | $3,314,126 | |
| 6 | INFQ |
Infleqtion, Inc.
|
126,550 | $1,685,646 | |
| 7 | NUAI |
New ERA Energy & Digital, Inc.
|
82,650 | $527,307 | |
| 8 | CRWV |
CoreWeave, Inc.
|
4,725 | $470,326 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,339,350 | 15,657 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,408,327 | 15,022 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,647,409 | 36,088 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,658,781 | 32,702 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,741,584 | 28,057 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,530,833 | 26,552 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,201,508 | 28,586 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,022,195 | 8,842 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,086,744 | 23,854 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $6,475,890 | 22,792 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,789,022 | 23,023 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,882,205 | 12,294 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $844,971 | 3,307 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $562,667 | 2,817 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $411,643 | 2,950 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $580,307 | 3,543 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $595,197 | 1,205 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $867,779 | 1,394 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $676,463 | 1,215 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $729,995 | 1,524 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $335,058 | 903 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $250,884 | 779 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||