Badgley Phelps Wealth Managers, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1895362
SEATTLE, WA
Position in PANW
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$64,073,565
+$36,089,709 QoQ
Shares Held
187,888
+7.6% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
1.74%
of 13F equity value
Holder Rank
#273
of 2,893 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Badgley Phelps Wealth Managers, LLC holds $348,288,014 across 7 Software - Infrastructure names. PANW ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
647,049 | $241,362,217 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
187,888 | $64,073,565 | |
| 3 | ORCL |
Oracle Corp
|
116,576 | $17,084,212 | |
| 4 | SNPS |
Synopsys Inc
|
26,943 | $12,018,464 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
66,270 | $7,731,720 | |
| 6 | RELY |
Remitly Global, Inc.
|
219,513 | $4,919,286 | |
| 7 | FFIV |
F5, Inc.
|
2,641 | $1,098,550 |
All Filings in PANW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,073,565 | 187,888 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $27,983,856 | 174,550 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $31,748,896 | 172,361 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $34,436,010 | 169,119 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $34,639,412 | 169,270 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $28,965,457 | 169,746 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $31,337,151 | 172,220 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $32,148,340 | 94,056 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $32,559,537 | 96,043 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $28,653,089 | 100,845 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $30,337,549 | 102,881 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $20,760,130 | 88,552 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $29,857,365 | 116,854 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $23,550,544 | 117,906 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $16,015,843 | 114,776 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $18,735,938 | 114,390 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $18,657,094 | 37,772 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $23,717,638 | 38,100 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $21,407,414 | 38,450 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $18,175,168 | 37,944 | Shares | Sole | 2021-11-29 | |
| No filing history on record for this holder in this stock. | ||||||