Position in PANW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,080,009
+$595,683 QoQ
Shares Held
3,167
+4.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,667
of 2,893 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Optas, LLC holds $29,016,797 across 18 Software - Infrastructure names. PANW ranks #6 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
37,849 | $14,118,433 | |
| 2 | XYZ |
Block, Inc.
|
56,337 | $4,281,612 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
18,888 | $2,203,662 | |
| 4 | NET |
Cloudflare, Inc.
|
7,830 | $1,920,540 | |
| 5 | ORCL |
Oracle Corp
|
10,794 | $1,581,860 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
3,167 | $1,080,009 | |
| 7 | TWLO |
Twilio Inc
|
3,257 | $672,015 | |
| 8 | FTNT |
Fortinet, Inc.
|
3,949 | $606,645 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,009 | 3,167 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $484,326 | 3,021 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $520,916 | 2,828 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $573,799 | 2,818 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $442,431 | 2,162 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $361,243 | 2,117 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $370,105 | 2,034 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $341,799 | 1,000 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $304,769 | 899 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $222,756 | 784 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $233,839 | 793 | Shares | Other | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||