Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$7,428,779
+$4,086,428 QoQ
Shares Held
21,784
+4.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#826
of 2,904 holders
Holding Since
Dec 2022
15 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, 2026Bleakley Financial Group, LLC holds $152,145,778 across 19 Software - Infrastructure names. PANW ranks #4 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
289,430 | $107,963,178 | |
| 2 | ORCL |
Oracle Corp
|
65,610 | $9,615,145 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
82,031 | $9,570,556 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
21,784 | $7,428,779 | |
| 5 | FTNT |
Fortinet, Inc.
|
24,856 | $3,818,378 | |
| 6 | NET |
Cloudflare, Inc.
|
12,138 | $2,977,208 | |
| 7 | RBRK |
Rubrik, Inc.
|
33,343 | $2,676,776 | |
| 8 | NTAP |
NetApp, Inc.
|
12,434 | $1,924,285 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,428,779 | 21,784 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,342,351 | 20,848 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,223,500 | 17,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,309,232 | 16,252 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,464,350 | 16,929 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,470,355 | 14,477 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,432,805 | 13,370 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,186,836 | 6,398 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,079,148 | 6,133 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,648,806 | 5,803 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,568,761 | 5,320 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,248,627 | 5,326 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,469,949 | 5,753 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,055,226 | 5,283 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $677,466 | 4,855 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||