Position in PANW
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,487,352
+$3,030,449 QoQ
Shares Held
16,091
+5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#942
of 2,893 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Compound Planning, Inc. holds $97,759,553 across 23 Software - Infrastructure names. PANW ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
135,077 | $50,386,421 | |
| 2 | CRWV |
CoreWeave, Inc.
|
94,752 | $9,431,614 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
73,535 | $8,579,328 | |
| 4 | ORCL |
Oracle Corp
|
43,573 | $6,385,622 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
16,091 | $5,487,352 | |
| 6 | FTNT |
Fortinet, Inc.
|
28,846 | $4,431,321 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
18,140 | $3,460,839 | |
| 8 | TWLO |
Twilio Inc
|
8,590 | $1,772,373 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,487,352 | 16,091 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $2,456,903 | 15,325 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $3,608,108 | 19,588 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $3,936,585 | 19,333 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,710,123 | 18,130 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,839,278 | 16,639 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,441,721 | 13,419 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,826,237 | 5,343 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $909,902 | 2,684 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $624,517 | 2,198 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $890,832 | 3,021 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $511,313 | 2,181 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||