Position in PANW
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$127,454
-$8,485 QoQ
Shares Held
795
+7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
17 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, 2026SJS Investment Consulting Inc. holds $4,581,588 across 73 Software - Infrastructure names. PANW ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,271 | $3,061,675 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
3,594 | $525,729 | |
| 3 | ORCL |
Oracle Corp
|
1,439 | $211,690 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
795 | $127,454 | |
| 5 | FTNT |
Fortinet, Inc.
|
1,152 | $94,140 | |
| 6 | VRSN |
Verisign Inc/Ca
|
260 | $64,573 | |
| 7 | OKTA |
Okta, Inc.
|
751 | $59,110 | |
| 8 | TWLO |
Twilio Inc
|
429 | $53,976 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $127,454 | 795 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $135,939 | 738 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $133,981 | 658 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $55,252 | 270 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $64,501 | 378 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $25,473 | 140 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $12,133 | 71 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $4,406 | 26 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,420 | 10 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $30,372 | 206 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $20,043 | 171 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $19,546 | 153 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $11,185 | 112 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $139 | 2 | Shares | Defined | 2023-01-23 | |
| 2022-09-30 | $30,464 | 372 | Shares | Sole | 2022-10-13 | |
| 2022-03-31 | $19,919 | 192 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $5,196 | 56 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||