Position in PANW
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$111,743
-$16,460 QoQ
Shares Held
697
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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, 2026Bell Investment Advisors, Inc holds $3,063,890 across 59 Software - Infrastructure names. PANW ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,517 | $2,042,227 | |
| 2 | GTLB |
Gitlab Inc.
|
13,077 | $282,986 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
1,195 | $174,804 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
697 | $111,743 | |
| 5 | ORCL |
Oracle Corp
|
603 | $88,707 | |
| 6 | SNPS |
Synopsys Inc
|
206 | $81,674 | |
| 7 | NET |
Cloudflare, Inc.
|
218 | $44,982 | |
| 8 | FFIV |
F5, Inc.
|
80 | $23,146 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $111,743 | 697 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $128,203 | 696 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $139,886 | 687 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $147,545 | 721 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $94,875 | 556 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $100,078 | 550 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $46,826 | 274 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $46,105 | 272 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $37,505 | 264 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $37,449 | 254 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $29,305 | 250 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $32,194 | 252 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $25,466 | 255 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $17,512 | 251 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $20,391 | 249 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $6,585 | 80 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $7,701 | 83 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,067 | 76 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||