Position in PANW
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$373,426,447
+$244,484,599 QoQ
Shares Held
1,095,028
+36.2% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#73
of 2,904 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 55%
Shared 1%
None 43%
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 Jun 30, 2026Corient Private Wealth LLC holds $2,862,811,970 across 70 Software - Infrastructure names. PANW ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
5,128,574 | $1,913,060,672 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,095,028 | $373,426,447 | |
| 3 | ORCL |
Oracle Corp
|
1,282,773 | $187,990,382 | |
| 4 | NET |
Cloudflare, Inc.
|
208,103 | $51,043,503 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
383,278 | $44,717,043 | |
| 6 | FTNT |
Fortinet, Inc.
|
198,342 | $30,469,297 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
130,456 | $24,889,047 | |
| 8 | FFIV |
F5, Inc.
|
49,673 | $20,661,980 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,426,447 | 1,095,028 | Shares | Sole | 2026-08-27 | |
| 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 | $34,180 | 100 | Call | Sole | 2024-11-12 | |
| 2024-09-30 | $248,622,243 | 727,391 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $231,850,972 | 683,906 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $188,249,194 | 662,546 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $156,294,656 | 530,028 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $90,568,860 | 386,320 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $92,992,097 | 363,947 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $60,595,522 | 303,372 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $15,331,258 | 109,870 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||