OCCUDO QUANTITATIVE STRATEGIES LP
Position in PANW — Palo Alto Networks Inc
CIK 1819697
FORT LAUDERDALE, FL
Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$568,139
-$180,775 QoQ
Shares Held
1,666
-54.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,989
of 2,893 holders
Holding Since
Mar 2021
13 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, 2026OCCUDO QUANTITATIVE STRATEGIES LP holds $51,331,776 across 14 Software - Infrastructure names. PANW ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
122,251 | $18,780,198 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
46,960 | $8,959,263 | |
| 3 | DOX |
Amdocs Ltd
|
148,176 | $7,488,815 | |
| 4 | MSFT |
Microsoft Corp
|
16,447 | $6,135,059 | |
| 5 | GDDY |
GoDaddy Inc.
|
52,114 | $4,423,436 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
19,447 | $2,268,881 | |
| 7 | RXT |
Rackspace Technology, Inc.
|
97,088 | $633,984 | |
| 8 | PANW |
Palo Alto Networks Inc
This page
|
1,666 | $568,139 |
All Filings in PANW
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,139 | 1,666 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $748,914 | 3,678 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $995,164 | 4,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,784,553 | 10,458 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,196,075 | 12,069 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $377,005 | 1,103 | Shares | Sole | 2024-11-14 | |
| 2022-09-30 | $416,681 | 2,544 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,730,689 | 11,602 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,466,759 | 5,569 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $300,650 | 540 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $499,117 | 1,042 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $490,157 | 1,321 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,250,556 | 6,988 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||