Rockbridge Investment Management, LCC

Position in PANW — Palo Alto Networks Inc

CIK 1821984 Syracuse, NY

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$362,504

+$139,622 QoQ

Shares Held

1,063

-12.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#2,266

of 2,893 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rockbridge Investment Management, LCC holds $4,997,838 across 4 Software - Infrastructure names. PANW ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	8,291	$3,092,708
2	PLTR	Palantir Technologies Inc.	8,782	$1,024,595
3	NET	Cloudflare, Inc.	2,112	$518,031
4	PANW	Palo Alto Networks Inc This page	1,063	$362,504

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$362,504	1,063	-12.1%	Shares	Sole	2026-08-14
2025-12-31	$222,882	1,210	0.0%	Shares	Sole	2026-02-04
2025-09-30	$246,380	1,210	0.0%	Shares	Sole	2025-11-12
2025-06-30	$247,614	1,210	-13.6%	Shares	Sole	2025-08-11
2025-03-31	$238,896	1,400	-6.0%	Shares	Sole	2025-05-14
2024-12-31	$271,120	1,490	+231.1%	Shares	Sole	2025-02-12
2023-12-31	$132,696	450	+200.0%	Shares	Sole	2024-02-14
2022-06-30	$74,090	150	-9.1%	Shares	Sole	2024-05-28
2022-03-31	$102,714	165	0.0%	Shares	Sole	2024-05-28
2021-12-31	$91,865	165	+10.0%	Shares	Sole	2022-02-14
2021-09-30	$71,849	150	0.0%	Shares	Sole	2021-11-12
2021-06-30	$55,657	150	0.0%	Shares	Sole	2021-08-05
2021-03-31	$48,309	150	0.0%	Shares	Sole	2021-05-20
2020-12-31	$53,308	150	0.0%	Shares	Sole	2021-03-04
2020-09-30	$36,712	150	0.0%	Shares	Sole	2020-11-03
2020-06-30	$34,450	150	—	Shares	Sole	2020-08-20
No filing history on record for this holder in this stock.