Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$128,941,848
-$142,849,304 QoQ
Shares Held
804,278
-45.5% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 64.44732342861761.ToString("F0")%
Shared 1.2171284405754939.ToString("F0")%
None 34.3355481308069.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Dec 31, 2024CallValue
$36,392
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Corient Private Wealth LLC holds $2,651,554,378 across 61 Software - Infrastructure names. PANW ranks #3 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,668,485 | $2,098,303,091 | |
| 2 | ORCL |
Oracle Corp
|
1,197,426 | $176,153,338 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
804,278 | $128,941,848 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
548,683 | $80,261,348 | |
| 5 | CPAY |
Corpay, Inc.
|
55,454 | $16,136,558 | |
| 6 | FFIV |
F5, Inc.
|
50,043 | $14,478,941 | |
| 7 | TWLO |
Twilio Inc
|
105,259 | $13,243,686 | |
| 8 | OKTA |
Okta, Inc.
|
152,883 | $12,033,420 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $128,941,848 | 804,278 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $271,791,152 | 1,475,522 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $246,135,243 | 1,208,797 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $311,319,853 | 1,521,305 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $259,426,379 | 1,520,314 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $273,130,692 | 1,501,048 | Shares | Other | 2025-02-10 | |
| 2024-12-31 | $36,392 | 200 | Call | Sole | 2025-02-10 | |
| 2024-09-30 | $17,090 | 100 | Call | Sole | 2024-11-12 | |
| 2024-09-30 | $124,311,121 | 727,391 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $115,925,486 | 683,906 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $94,124,597 | 662,546 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $78,147,328 | 530,028 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $45,284,429 | 386,320 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $46,496,048 | 363,947 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $30,297,760 | 303,372 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,665,629 | 109,870 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||