Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$32,570,138
+$12,079,158 QoQ
Shares Held
95,508
-25.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
2.45%
of 13F equity value
Holder Rank
#396
of 2,893 holders
Holding Since
Dec 2022
15 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, 2026F/m Investments LLC holds $91,488,784 across 6 Software - Infrastructure names. PANW ranks #2 (35.6% of the industry book) .
All Filings in PANW
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,570,138 | 95,508 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $20,490,980 | 127,813 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $32,242,920 | 175,043 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $36,565,875 | 179,579 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $34,984,845 | 170,958 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,128,589 | 170,702 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $31,530,392 | 173,282 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $37,244,920 | 108,967 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $37,261,267 | 109,912 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $1,589,139 | 5,593 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,667,546 | 5,655 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,743,061 | 7,435 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $2,406,904 | 9,420 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,934,881 | 9,687 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,282,093 | 9,188 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||