Position in PANW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$1,392,539
-$163,951 QoQ
Shares Held
8,686
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026NFSG Corp holds $57,292,222 across 32 Software - Infrastructure names. PANW ranks #8 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
41,874 | $15,500,498 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
89,462 | $13,086,501 | |
| 3 | ORCL |
Oracle Corp
|
58,215 | $8,564,008 | |
| 4 | CRWV |
CoreWeave, Inc.
|
70,427 | $5,455,979 | |
| 5 | NET |
Cloudflare, Inc.
|
25,962 | $5,356,999 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
34,276 | $3,345,423 | |
| 7 | SNPS |
Synopsys Inc
|
4,902 | $1,943,544 | |
| 8 | PANW |
Palo Alto Networks Inc
This page
|
8,686 | $1,392,539 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,392,539 | 8,686 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,556,490 | 8,450 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,298,891 | 6,379 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,349,805 | 6,596 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $1,133,220 | 6,641 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,323,940 | 7,276 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $606,319 | 3,577 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $649,521 | 4,572 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $430,524 | 2,920 | Shares | Sole | 2024-03-28 | |
| 2023-09-30 | $323,761 | 2,762 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $244,012 | 1,910 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $198,941 | 1,992 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $138,981 | 1,992 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $153,798 | 1,878 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $49,887 | 606 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $61,939 | 597 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $59,480 | 641 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $49,895 | 625 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $38,651 | 625 | Shares | Sole | 2021-09-07 | |
| 2021-03-31 | $34,353 | 640 | Shares | Sole | 2021-09-07 | |
| 2020-12-31 | $38,500 | 650 | Shares | Sole | 2021-09-07 | |
| 2020-09-30 | $26,514 | 650 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||