Davidson Capital Management Inc.
Position in PANW — Palo Alto Networks Inc
CIK 1808748
CORPUS CHRISTI, TX
Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$10,037,923
+$5,385,918 QoQ
Shares Held
29,435
+1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#701
of 2,893 holders
Holding Since
Dec 2024
7 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, 2026Davidson Capital Management Inc. holds $28,470,110 across 4 Software - Infrastructure names. PANW ranks #1 (35.3% of the industry book) .
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,037,923 | 29,435 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,652,005 | 29,017 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $3,426,672 | 18,603 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,663,734 | 17,993 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,691,296 | 18,038 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,901,050 | 17,001 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $9,098 | 50 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||