Position in PANW
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$367,774
-$24,387 QoQ
Shares Held
2,294
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Simplicity Wealth,LLC holds $29,222,791 across 7 Software - Infrastructure names. PANW ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
53,229 | $19,703,778 | |
| 2 | ORCL |
Oracle Corp
|
29,471 | $4,335,478 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
27,838 | $4,072,142 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
2,294 | $367,774 | |
| 5 | IIIV |
i3 Verticals, Inc.
|
14,998 | $335,355 | |
| 6 | SNPS |
Synopsys Inc
|
626 | $248,196 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
1,640 | $160,068 |
All Filings in PANW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $367,774 | 2,294 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $392,161 | 2,129 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $357,556 | 1,756 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $526,334 | 2,572 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $223,879 | 1,312 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $1,039,235 | 6,131 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $822,272 | 5,788 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||