Position in PANW
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$353,637
-$376,900 QoQ
Shares Held
1,037
-73.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,277
of 2,893 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Forum Financial Management, LP holds $22,241,369 across 10 Software - Infrastructure names. PANW ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
46,743 | $17,436,073 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
14,721 | $1,717,498 | |
| 3 | ORCL |
Oracle Corp
|
7,390 | $1,083,004 | |
| 4 | FTNT |
Fortinet, Inc.
|
3,488 | $535,826 | |
| 5 | NET |
Cloudflare, Inc.
|
1,498 | $367,429 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
1,037 | $353,637 | |
| 7 | CRWV |
CoreWeave, Inc.
|
2,426 | $241,484 | |
| 8 | VHC |
VirnetX Holding Corp
|
17,321 | $219,976 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,637 | 1,037 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $730,537 | 3,966 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $816,516 | 4,010 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $793,798 | 3,879 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $593,144 | 3,476 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $628,853 | 3,456 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $579,692 | 1,696 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $592,589 | 1,748 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $451,766 | 1,590 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $460,012 | 1,560 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $342,282 | 1,460 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $373,044 | 1,460 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $306,600 | 1,535 | Shares | Sole | 2023-04-19 | |
| 2022-09-30 | $331,674 | 2,025 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $333,409 | 675 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $420,194 | 675 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $375,256 | 674 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||