Wellspring Financial Advisors, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1811308
CLEVELAND, OH
Position in PANW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,235,174
+$659,465 QoQ
Shares Held
3,622
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,593
of 2,893 holders
Holding Since
Sep 2025
4 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, 2026Wellspring Financial Advisors, LLC holds $184,154,535 across 7 Software - Infrastructure names. PANW ranks #2 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
484,667 | $180,790,484 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
3,622 | $1,235,174 | |
| 3 | TWLO |
Twilio Inc
|
3,482 | $718,441 | |
| 4 | ORCL |
Oracle Corp
|
3,365 | $493,140 | |
| 5 | FTNT |
Fortinet, Inc.
|
3,117 | $478,833 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
2,378 | $277,441 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
3,376 | $161,022 |
All Filings in PANW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,235,174 | 3,622 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $575,709 | 3,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $895,580 | 4,862 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $170,226 | 836 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||