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Equibles

Stony Point Capital LLC

Position in PANW — Palo Alto Networks Inc

CIK 1776023 NEW YORK, NY
Back to PANW Full portfolio

Position in PANW

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$126,439,644
+$68,920,035 QoQ
Shares Held
370,769
+3.3% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
8.26%
of 13F equity value
Holder Rank
#187
of 2,914 holders
Holding Since
Sep 2021
20 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, 2026

Stony Point Capital LLC holds $222,361,313 across 4 Software - Infrastructure names. PANW ranks #1 (56.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PANW
Palo Alto Networks Inc
This page 		370,769 $126,439,644
2 MSFT
Microsoft Corp
 138,256 $51,572,253
3 TOST
Toast, Inc.
 848,336 $23,600,707
4 PLTR
Palantir Technologies Inc.
 177,841 $20,748,709

All Filings in PANW

Export CSV
20 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $126,439,644 370,769
2026-03-31 $57,519,609 358,780
2025-12-31 $66,302,605 359,949
2025-09-30 $71,536,796 351,325
2025-06-30 $68,555,832 335,007
2025-03-31 $55,933,232 327,785
2024-12-31 $23,653,708 129,994
2024-09-30 $23,842,259 69,755
2024-06-30 $23,136,754 68,248
2024-03-31 $15,716,366 55,314
2023-12-31 $16,310,992 55,314
2023-09-30 $8,115,375 34,616
2023-06-30 $7,223,778 28,272
2023-03-31 $5,427,135 27,171
2022-12-31 $6,048,640 43,347
2022-09-30 $6,758,302 41,262
2022-06-30 $9,954,862 20,154
2022-03-31 $12,546,070 20,154
2021-12-31 $15,257,445 27,404
2021-09-30 $3,257,198 6,800