TITLEIST ASSET MANAGEMENT, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1977759 SAN ANTONIO, TX

Position in PANW

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,010,524

+$1,527,404 QoQ

Shares Held

8,828

-4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#562

of 1,636 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

TITLEIST ASSET MANAGEMENT, LLC holds $30,709,579 across 11 Software - Infrastructure names. PANW ranks #3 (9.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PLTR	Palantir Technologies Inc.	88,629	$10,340,345
2	MSFT	Microsoft Corp	24,556	$9,159,879
3	PANW	Palo Alto Networks Inc This page	8,828	$3,010,524
4	NET	Cloudflare, Inc.	8,626	$2,115,785
5	CRWD	CrowdStrike Holdings, Inc.	9,859	$1,880,949
6	ORCL	Oracle Corp	9,146	$1,340,346
7	PATH	UiPath, Inc.	91,260	$991,996
8	CORZ	Core Scientific, Inc./tx	31,757	$812,661

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,010,524	8,828	-4.6%	Shares	Sole	2026-07-20
2026-03-31	$1,483,120	9,251	+180.8%	Shares	Sole	2026-04-30
2025-12-31	$606,754	3,294	+39.1%	Shares	Sole	2026-02-12
2025-09-30	$482,172	2,368	-25.9%	Shares	Sole	2025-11-05
2025-06-30	$653,824	3,195	+18.1%	Shares	Sole	2025-08-12
2025-03-31	$461,751	2,706	-18.2%	Shares	Sole	2025-05-15
2024-12-31	$602,105	3,309	+150.5%	Shares	Sole	2025-02-13
2024-09-30	—	1,321	-7.9%	Shares	Sole	2024-11-13
2024-06-30	—	1,434	+23.6%	Shares	Sole	2024-08-12
2024-03-31	—	1,160	+5.8%	Shares	Sole	2024-05-15
2023-12-31	—	1,096	+3.5%	Shares	Sole	2024-02-15
2023-09-30	—	1,059	-64.4%	Shares	Sole	2023-11-14
2023-06-30	—	2,975	+1.9%	Shares	Sole	2023-08-11
2023-03-31	—	2,920	—	Shares	Sole	2023-05-18
No filing history on record for this holder in this stock.