Envestnet Portfolio Solutions, Inc.

Position in PANW — Palo Alto Networks Inc

CIK 1998033 BERWYN, PA

Position in PANW

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

Position Value

$8,270,758

+$4,057,870 QoQ

Shares Held

24,253

-7.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#772

of 2,893 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $184,049,747 across 18 Software - Infrastructure names. PANW ranks #4 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	346,475	$129,242,104
2	ORCL	Oracle Corp	117,271	$17,186,065
3	PLTR	Palantir Technologies Inc.	110,588	$12,902,301
4	PANW	Palo Alto Networks Inc This page	24,253	$8,270,758
5	FTNT	Fortinet, Inc.	40,608	$6,238,200
6	MDB	MongoDB, Inc.	7,243	$2,432,923
7	NET	Cloudflare, Inc.	7,229	$1,773,129
8	CRWD	CrowdStrike Holdings, Inc.	24,420	$1,164,742

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,270,758	24,253	-7.7%	Shares	Sole	2026-07-20
2026-03-31	$4,212,888	26,278	-63.8%	Shares	Sole	2026-04-29
2025-12-31	$13,358,184	72,520	-0.4%	Shares	Sole	2026-02-06
2025-09-30	$14,823,739	72,801	-2.2%	Shares	Sole	2025-10-30
2025-06-30	$15,228,490	74,416	-17.9%	Shares	Sole	2025-07-25
2025-03-31	$15,459,984	90,600	+9.8%	Shares	Sole	2025-04-21
2024-12-31	$15,014,793	82,517	+77.1%	Shares	Sole	2025-02-10
2024-09-30	$15,929,247	46,604	+12.1%	Shares	Sole	2024-10-31
2024-06-30	$14,095,018	41,577	+11.4%	Shares	Sole	2024-07-16
2024-03-31	$10,603,447	37,319	+18.3%	Shares	Sole	2024-05-06
2023-12-31	$9,299,925	31,538	+6.9%	Shares	Sole	2024-02-07
2023-09-30	$6,919,027	29,513	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.