Jacobsen Capital Management
Position in PANW — Palo Alto Networks Inc
CIK 1782491
SALT LAKE CITY, UT
Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$625,089
+$336,674 QoQ
Shares Held
1,833
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,934
of 2,893 holders
Holding Since
Sep 2024
8 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, 2026Jacobsen Capital Management holds $7,974,147 across 6 Software - Infrastructure names. PANW ranks #2 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
15,561 | $5,804,564 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,833 | $625,089 | |
| 3 | ORCL |
Oracle Corp
|
3,225 | $472,623 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
3,835 | $447,429 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,124 | $405,227 | |
| 6 | FTNT |
Fortinet, Inc.
|
1,427 | $219,215 |
All Filings in PANW
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $625,089 | 1,833 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $288,415 | 1,799 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $247,749 | 1,345 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $265,520 | 1,304 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $297,137 | 1,452 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $228,828 | 1,341 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $238,731 | 1,312 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $221,828 | 649 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||