Position in PANW
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$285,690
-$230,806 QoQ
Shares Held
1,782
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Root Financial Partners, LLC holds $19,755,088 across 86 Software - Infrastructure names. PANW ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
35,006 | $12,958,171 | |
| 2 | ORCL |
Oracle Corp
|
16,492 | $2,426,138 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
15,823 | $2,314,588 | |
| 4 | FTNT |
Fortinet, Inc.
|
4,241 | $346,574 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,782 | $285,690 | |
| 6 | NTNX |
Nutanix, Inc.
|
3,565 | $135,505 | |
| 7 | NET |
Cloudflare, Inc.
|
615 | $126,899 | |
| 8 | VRSN |
Verisign Inc/Ca
|
395 | $98,102 |
All Filings in PANW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,690 | 1,782 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $516,496 | 2,804 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $160,045 | 786 | Shares | Sole | 2025-10-29 | |
| 2024-12-31 | $236,911 | 1,302 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $111,255 | 651 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||