Values First Advisors, Inc.

Position in PANW — Palo Alto Networks Inc

CIK 1913608 JOHNSON CITY, TN

Position in PANW

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,505,603

+$842,520 QoQ

Shares Held

4,415

+6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#1,514

of 2,893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Values First Advisors, Inc. holds $3,609,818 across 5 Software - Infrastructure names. PANW ranks #1 (41.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	4,415	$1,505,603
2	TOST	Toast, Inc.	31,304	$870,877
3	MDB	MongoDB, Inc.	1,873	$629,140
4	RELY	Remitly Global, Inc.	17,056	$382,224
5	RBRK	Rubrik, Inc.	2,765	$221,974

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,505,603	4,415	+6.7%	Shares	Sole	2026-08-04
2026-03-31	$663,083	4,136	+36.9%	Shares	Sole	2026-04-17
2025-12-31	$556,468	3,021	+15.9%	Shares	Sole	2026-01-30
2025-09-30	$530,633	2,606	+41.7%	Shares	Sole	2025-10-21
2025-06-30	$376,332	1,839	+25.4%	Shares	Sole	2025-07-29
2025-03-31	$250,328	1,467	-10.4%	Shares	Sole	2025-04-30
2024-12-31	$297,868	1,637	+33.3%	Shares	Sole	2025-01-29
2024-09-30	$419,730	1,228	+21.0%	Shares	Sole	2024-10-23
2024-06-30	$344,095	1,015	-52.2%	Shares	Sole	2024-07-19
2024-03-31	$603,776	2,125	-58.7%	Shares	Sole	2024-04-23
2023-12-31	$1,518,926	5,151	-1.6%	Shares	Sole	2024-01-18
2023-09-30	$1,227,527	5,236	-12.4%	Shares	Sole	2023-11-08
2023-06-30	$1,527,694	5,979	-28.2%	Shares	Sole	2023-08-02
2023-03-31	$1,663,234	8,327	+29.9%	Shares	Sole	2023-05-15
2022-12-31	$894,311	6,409	-4.2%	Shares	Sole	2023-01-20
2022-09-30	$1,096,246	6,693	+219.2%	Shares	Sole	2022-12-02
2022-06-30	$1,035,791	2,097	+21.1%	Shares	Sole	2022-07-20
2022-03-31	$1,077,565	1,731	-9.5%	Shares	Sole	2022-05-03
2021-12-31	$1,064,524	1,912	-4.7%	Shares	Sole	2022-03-10
2021-09-30	$961,352	2,007	+3.7%	Shares	Sole	2022-11-15
2021-06-30	$717,982	1,935	+13.4%	Shares	Sole	2022-11-15
2021-03-31	$549,434	1,706	-0.3%	Shares	Sole	2022-11-15
2020-12-31	$608,072	1,711	-9.8%	Shares	Sole	2022-11-15
2020-09-30	$464,291	1,897	-7.3%	Shares	Sole	2022-11-15
2020-06-30	$469,904	2,046	-6.6%	Shares	Sole	2022-11-15
2020-03-31	$359,236	2,191	—	Shares	Sole	2023-01-09
No filing history on record for this holder in this stock.