Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$768,318
+$254,974 QoQ
Shares Held
2,253
-29.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,818
of 2,904 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $51,823,181 across 21 Software - Infrastructure names. PANW ranks #7 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
92,330 | $34,440,936 | |
| 2 | ORCL |
Oracle Corp
|
39,991 | $5,860,681 | |
| 3 | SNPS |
Synopsys Inc
|
4,039 | $1,801,676 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
7,456 | $1,422,492 | |
| 5 | FTNT |
Fortinet, Inc.
|
6,418 | $985,933 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
6,970 | $813,189 | |
| 7 | PANW |
Palo Alto Networks Inc
This page
|
2,253 | $768,318 | |
| 8 | RBRK |
Rubrik, Inc.
|
7,709 | $618,878 |
All Filings in PANW
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $768,318 | 2,253 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $513,344 | 3,202 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $823,189 | 4,469 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,228,010 | 10,942 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,407,384 | 11,764 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,792,743 | 10,506 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,888,016 | 10,376 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,864,860 | 5,456 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,849,299 | 5,455 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,550,781 | 5,458 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,450,514 | 4,919 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,066,702 | 4,550 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,163,592 | 4,554 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $846,897 | 4,240 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $614,813 | 4,406 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $690,702 | 4,217 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $676,203 | 1,369 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $795,568 | 1,278 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $624,684 | 1,122 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $485,226 | 1,013 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $264,558 | 713 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $224,153 | 696 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $251,616 | 708 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||