Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,868,048
+$10,290,263 QoQ
Shares Held
37,734
+134.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#629
of 2,907 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 97%
Shared 3%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $129,186,995 across 15 Software - Infrastructure names. PANW ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
200,596 | $74,826,319 | |
| 2 | ORCL |
Oracle Corp
|
160,799 | $23,565,093 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
37,734 | $12,868,048 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
56,381 | $6,577,971 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
33,224 | $6,338,640 | |
| 6 | CRWV |
CoreWeave, Inc.
|
8,397 | $835,836 | |
| 7 | XYZ |
Block, Inc.
|
9,984 | $758,784 | |
| 8 | SNPS |
Synopsys Inc
|
1,614 | $719,956 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,868,048 | 37,734 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,577,785 | 16,079 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,950,515 | 16,018 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,237,354 | 15,899 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,663,669 | 17,903 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,979,886 | 17,463 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $3,097,505 | 17,023 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,739,868 | 8,016 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,978,541 | 8,786 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,521,937 | 8,876 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,833,858 | 6,219 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $641,896 | 2,738 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $593,805 | 2,324 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $399,080 | 1,998 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $284,242 | 2,037 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||