Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$249,285
-$499,119 QoQ
Shares Held
731
-82.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,501
of 2,893 holders
Holding Since
Sep 2023
11 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, 2026Sage Mountain Advisors LLC holds $12,339,210 across 6 Software - Infrastructure names. PANW ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FTNT |
Fortinet, Inc.
|
42,527 | $6,532,997 | |
| 2 | MSFT |
Microsoft Corp
|
8,871 | $3,309,060 | |
| 3 | PAYO |
Payoneer Global Inc.
|
257,283 | $1,831,854 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
731 | $249,285 | |
| 5 | ORCL |
Oracle Corp
|
1,432 | $209,859 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
1,767 | $206,155 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,285 | 731 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $748,404 | 4,063 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $955,995 | 4,695 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $913,922 | 4,466 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $670,785 | 3,931 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $704,367 | 3,871 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $658,990 | 1,928 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $625,134 | 1,844 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $382,438 | 1,346 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $378,625 | 1,284 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $219,435 | 936 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||