Robertson Stephens Wealth Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1767307
San Francisco, CA
Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,019,179
+$993,452 QoQ
Shares Held
5,921
-7.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,374
of 2,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $73,611,884 across 13 Software - Infrastructure names. PANW ranks #3 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
156,449 | $58,358,605 | |
| 2 | ORCL |
Oracle Corp
|
40,483 | $5,932,783 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
5,921 | $2,019,179 | |
| 4 | TWLO |
Twilio Inc
|
6,100 | $1,258,613 | |
| 5 | CHKP |
Check Point Software Technologies Ltd
|
8,121 | $1,067,343 | |
| 6 | OKTA |
Okta, Inc.
|
7,329 | $1,000,042 | |
| 7 | RDWR |
Radware Ltd
|
29,100 | $898,026 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
4,140 | $789,849 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,019,179 | 5,921 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,025,727 | 6,398 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $3,202,685 | 17,387 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,698,350 | 18,163 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,243,415 | 20,736 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $428,647 | 2,512 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $532,414 | 2,926 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $555,425 | 1,625 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $799,046 | 2,357 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $701,801 | 2,470 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $584,747 | 1,983 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $881,025 | 3,758 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $448,931 | 1,757 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $391,290 | 1,959 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $222,287 | 1,593 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $236,840 | 1,446 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $275,124 | 557 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $292,579 | 470 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $239,963 | 431 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||