Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,228,692
+$17,946 QoQ
Shares Held
7,664
+16.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Smartleaf Asset Management LLC holds $56,845,571 across 81 Software - Infrastructure names. PANW ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
114,791 | $42,492,184 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
27,708 | $4,053,126 | |
| 3 | ORCL |
Oracle Corp
|
27,417 | $4,033,314 | |
| 4 | PANW |
Palo Alto Networks Inc
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|
7,664 | $1,228,692 | |
| 5 | SNPS |
Synopsys Inc
|
2,388 | $946,794 | |
| 6 | NET |
Cloudflare, Inc.
|
2,688 | $554,641 | |
| 7 | FTNT |
Fortinet, Inc.
|
5,634 | $460,410 | |
| 8 | FFIV |
F5, Inc.
|
1,482 | $428,787 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,228,692 | 7,664 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,210,746 | 6,573 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,091,403 | 5,360 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $637,248 | 3,114 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $703,036 | 4,120 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $787,704 | 4,329 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $252,077 | 1,475 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $65,428 | 386 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $20,741 | 146 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $29,930 | 203 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||