Position in PANW
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$711,708
+$150,268 QoQ
Shares Held
2,087
-40.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,858
of 2,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $5,127,380 across 15 Software - Infrastructure names. PANW ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,447 | $1,658,819 | |
| 2 | NTAP |
NetApp, Inc.
|
7,193 | $1,113,188 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
2,087 | $711,708 | |
| 4 | ORCL |
Oracle Corp
|
2,825 | $414,003 | |
| 5 | OKTA |
Okta, Inc.
|
2,224 | $303,464 | |
| 6 | FOUR |
Shift4 Payments, Inc.
|
5,330 | $259,251 | |
| 7 | TOST |
Toast, Inc.
|
8,498 | $236,414 | |
| 8 | TWLO |
Twilio Inc
|
1,024 | $211,281 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $711,708 | 2,087 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $561,440 | 3,502 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $545,600 | 2,962 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $601,493 | 2,954 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $499,321 | 2,440 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $416,873 | 2,443 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $499,662 | 2,746 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $448,783 | 1,313 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $567,502 | 1,674 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $481,600 | 11,486 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $470,628 | 1,596 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $444,498 | 1,896 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $970,171 | 3,797 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $776,389 | 3,887 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $434,108 | 3,111 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $496,283 | 3,030 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $498,879 | 1,010 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $870,891 | 1,399 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $778,906 | 1,399 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||