Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$17,456,131
+$8,116,369 QoQ
Shares Held
51,188
-12.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#551
of 2,893 holders
Holding Since
Mar 2020
25 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, 2026Banque Cantonale Vaudoise holds $190,869,109 across 32 Software - Infrastructure names. PANW ranks #2 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
278,102 | $103,737,607 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
51,188 | $17,456,131 | |
| 3 | ORCL |
Oracle Corp
|
83,175 | $12,189,296 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
36,568 | $6,976,625 | |
| 5 | FFIV |
F5, Inc.
|
12,833 | $5,338,014 | |
| 6 | NET |
Cloudflare, Inc.
|
21,067 | $5,167,313 | |
| 7 | OKTA |
Okta, Inc.
|
34,480 | $4,704,796 | |
| 8 | RBRK |
Rubrik, Inc.
|
54,751 | $4,395,410 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,456,131 | 51,188 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $9,339,762 | 58,257 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $11,063,788 | 60,064 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $10,952,516 | 53,789 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,965,968 | 48,700 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,184,406 | 47,963 | Shares | Sole | 2025-05-08 | |
| 2024-09-30 | $6,066,608 | 17,749 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,458,219 | 22,000 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,973,255 | 28,062 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $5,427,266 | 18,405 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $4,231,173 | 18,048 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $4,353,634 | 17,039 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,609,701 | 18,072 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,784,241 | 19,953 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,722,782 | 22,729 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $5,228,846 | 10,586 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,871,390 | 6,219 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,609,911 | 10,076 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,408,889 | 5,029 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,479,728 | 6,683 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,608,046 | 4,993 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,045,913 | 2,943 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $886,240 | 3,621 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,732,858 | 7,545 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $1,378,577 | 8,408 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||