Position in PANW
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$217,229
+$151,659 QoQ
Shares Held
637
+55.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,594
of 2,907 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Mar 31, 2024CallValue
$28,413
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HOEY INVESTMENTS, INC holds $56,004,278 across 11 Software - Infrastructure names. PANW ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
106,736 | $39,814,662 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
132,122 | $15,414,673 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
8,568 | $408,661 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
637 | $217,229 | |
| 5 | NTAP |
NetApp, Inc.
|
400 | $61,904 | |
| 6 | QLYS |
Qualys, Inc.
|
300 | $41,247 | |
| 7 | ORCL |
Oracle Corp
|
195 | $28,577 | |
| 8 | CRWV |
CoreWeave, Inc.
|
100 | $9,954 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,229 | 637 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $65,570 | 409 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $55,996 | 304 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $143,348 | 704 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $144,066 | 704 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $120,130 | 704 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $200,156 | 1,100 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $9,885,881 | 28,923 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $9,805,186 | 28,923 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $28,413 | 100 | Call | Sole | 2024-05-10 | |
| 2024-03-31 | $9,196,151 | 32,366 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $6,468,487 | 21,936 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,071,050 | 17,365 | Shares | Sole | 2024-04-22 | |
| 2023-06-30 | $4,610,677 | 18,045 | Shares | Sole | 2024-04-22 | |
| 2023-03-31 | $2,193,944 | 10,984 | Shares | Sole | 2024-04-22 | |
| 2022-12-31 | $1,565,080 | 11,216 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $2,527,607 | 15,432 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $979,976 | 1,984 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $125,124 | 201 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $6,124 | 11 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||