Bleakley Financial Group, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1936953 PARSIPPANY, NJ

Position in PANW

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$3,342,351

+$118,851 QoQ

Shares Held

20,848

+19.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0.09113584036838066.ToString("F0")% Shared 0.ToString("F0")% None 99.90886415963162.ToString("F0")%

Technology · as of Mar 31, 2026

Bleakley Financial Group, LLC holds $138,291,175 across 13 Software - Infrastructure names. PANW ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	284,019	$105,135,313
2	PLTR	Palantir Technologies Inc.	88,296	$12,915,938
3	ORCL	Oracle Corp	61,181	$9,000,336
4	PANW	Palo Alto Networks Inc This page	20,848	$3,342,351
5	TOST	Toast, Inc.	90,722	$2,405,040
6	FTNT	Fortinet, Inc.	14,826	$1,211,580
7	NTAP	NetApp, Inc.	11,258	$1,152,706
8	DOX	Amdocs Ltd	12,844	$838,199

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,342,351	20,848	+19.1%	Shares	Sole	2026-05-04
2025-12-31	$3,223,500	17,500	+7.7%	Shares	Sole	2026-02-09
2025-09-30	$3,309,232	16,252	-4.0%	Shares	Sole	2025-11-10
2025-06-30	$3,464,350	16,929	+16.9%	Shares	Sole	2025-07-30
2025-03-31	$2,470,355	14,477	+8.3%	Shares	Sole	2025-05-01
2024-12-31	$2,432,805	13,370	+109.0%	Shares	Sole	2025-01-27
2024-09-30	$1,093,418	6,398	+4.3%	Shares	Sole	2024-10-16
2024-06-30	$1,039,574	6,133	+5.7%	Shares	Sole	2024-08-12
2024-03-31	$824,403	5,803	+9.1%	Shares	Sole	2024-05-08
2023-12-31	$784,380	5,320	-0.1%	Shares	Sole	2024-01-25
2023-09-30	$624,313	5,326	-7.4%	Shares	Sole	2023-11-14
2023-06-30	$734,974	5,753	+8.9%	Shares	Sole	2023-08-14
2023-03-31	$527,613	5,283	+8.8%	Shares	Sole	2023-05-12
2022-12-31	$338,733	4,855	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.