SageView Advisory Group, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1914558
NEWPORT BEACH, CA
Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,743,164
+$1,459,322 QoQ
Shares Held
8,044
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#1,228
of 2,892 holders
Holding Since
Jun 2023
10 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, 2026SageView Advisory Group, LLC holds $31,641,229 across 13 Software - Infrastructure names. PANW ranks #2 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
60,310 | $22,496,836 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
8,044 | $2,743,164 | |
| 3 | ORCL |
Oracle Corp
|
16,533 | $2,422,911 | |
| 4 | SNPS |
Synopsys Inc
|
2,809 | $1,253,010 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
5,912 | $689,753 | |
| 6 | FTNT |
Fortinet, Inc.
|
3,433 | $527,377 | |
| 7 | FFIV |
F5, Inc.
|
762 | $316,961 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
1,612 | $307,545 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,743,164 | 8,044 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,283,842 | 8,008 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $1,662,957 | 9,028 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,004,435 | 9,844 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,149,538 | 10,504 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,768,001 | 10,361 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,012,841 | 11,062 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,797,184 | 5,258 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $619,624 | 2,643 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $315,810 | 1,236 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||