Position in PANW
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$12,557,038
+$8,931,081 QoQ
Shares Held
36,822
+62.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.82%
of 13F equity value
Holder Rank
#636
of 2,893 holders
Holding Since
Dec 2021
15 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, 2026JACKSON SQUARE CAPITAL, LLC holds $38,307,720 across 8 Software - Infrastructure names. PANW ranks #2 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,525 | $16,608,715 | |
| 2 | PANW |
Palo Alto Networks Inc
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|
36,822 | $12,557,038 | |
| 3 | NET |
Cloudflare, Inc.
|
18,876 | $4,629,905 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
31,896 | $1,521,319 | |
| 5 | SNPS |
Synopsys Inc
|
2,585 | $1,153,090 | |
| 6 | CALX |
Calix, Inc
|
25,000 | $933,000 | |
| 7 | TENB |
Tenable Holdings, Inc.
|
18,321 | $675,678 | |
| 8 | GTLB |
Gitlab Inc.
|
7,500 | $228,975 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,557,038 | 36,822 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,625,957 | 22,617 | Shares | Sole | 2026-04-13 | |
| 2025-06-30 | $448,980 | 2,194 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $386,328 | 2,264 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $5,749,936 | 31,600 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $371,878 | 1,088 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $403,082 | 1,189 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $430,172 | 1,514 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $374,202 | 1,269 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $1,347,559 | 5,274 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $2,706,077 | 13,548 | Shares | Sole | 2023-04-21 | |
| 2022-09-30 | $286,632 | 1,750 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $200,045 | 405 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $262,699 | 422 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $278,379 | 500 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||