INSIGNEO ADVISORY SERVICES, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1964958 MIAMI, FL

Position in PANW

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$2,577,785

-$372,730 QoQ

Shares Held

16,079

+0.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

INSIGNEO ADVISORY SERVICES, LLC holds $55,841,094 across 11 Software - Infrastructure names. PANW ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	106,030	$39,249,125
2	PLTR	Palantir Technologies Inc.	47,268	$6,914,363
3	ORCL	Oracle Corp	24,153	$3,553,147
4	PANW	Palo Alto Networks Inc This page	16,079	$2,577,785
5	XYZ	Block, Inc.	22,254	$1,339,245
6	CRWD	CrowdStrike Holdings, Inc.	7,119	$694,832
7	CRWV	CoreWeave, Inc.	5,284	$409,351
8	SNPS	Synopsys Inc	1,001	$396,876

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,577,785	16,079	+0.4%	Shares	Sole	2026-05-12
2025-12-31	$2,950,515	16,018	+0.7%	Shares	Sole	2026-02-12
2025-09-30	$3,237,354	15,899	-11.2%	Shares	Sole	2025-11-12
2025-06-30	$3,663,669	17,903	+2.5%	Shares	Sole	2025-08-12
2025-03-31	$2,979,886	17,463	+2.6%	Shares	Sole	2025-04-18
2024-12-31	$3,097,505	17,023	+112.4%	Shares	Sole	2025-02-13
2024-09-30	$1,369,934	8,016	-8.8%	Shares	Sole	2024-11-15
2024-06-30	$1,489,270	8,786	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$1,260,968	8,876	+42.7%	Shares	Sole	2024-05-15
2023-12-31	$916,929	6,219	+127.1%	Shares	Sole	2024-02-14
2023-09-30	$320,948	2,738	+17.8%	Shares	Sole	2023-11-14
2023-06-30	$296,902	2,324	+16.3%	Shares	Sole	2023-08-14
2023-03-31	$199,540	1,998	-1.9%	Shares	Sole	2023-05-11
2022-12-31	$142,121	2,037	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.