Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$3,151,706
+$1,627,384 QoQ
Shares Held
9,242
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#1,163
of 2,885 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026NORDEN GROUP LLC holds $51,135,777 across 20 Software - Infrastructure names. PANW ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
73,497 | $27,415,850 | |
| 2 | NET |
Cloudflare, Inc.
|
21,978 | $5,390,763 | |
| 3 | ORCL |
Oracle Corp
|
23,755 | $3,481,295 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
9,242 | $3,151,706 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
15,184 | $2,896,879 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
22,463 | $2,620,758 | |
| 7 | RBRK |
Rubrik, Inc.
|
12,033 | $966,009 | |
| 8 | FTNT |
Fortinet, Inc.
|
6,206 | $953,365 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,151,706 | 9,242 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,524,322 | 9,508 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,419,445 | 7,706 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,433,892 | 7,042 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,679,685 | 8,208 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,151,649 | 6,749 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,372,342 | 7,542 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,259,874 | 3,686 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $590,894 | 1,743 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $436,991 | 1,538 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $273,943 | 929 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||