Position in PANW
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,097,143
+$1,635,827 QoQ
Shares Held
9,082
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#1,172
of 2,893 holders
Holding Since
Dec 2023
11 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, 2026Stablepoint Partners, LLC holds $17,914,878 across 7 Software - Infrastructure names. PANW ranks #2 (17.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
22,861 | $8,527,610 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
9,082 | $3,097,143 | |
| 3 | RBRK |
Rubrik, Inc.
|
26,811 | $2,152,387 | |
| 4 | ORCL |
Oracle Corp
|
13,277 | $1,945,744 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
9,781 | $1,141,149 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
17,320 | $826,099 | |
| 7 | FTNT |
Fortinet, Inc.
|
1,463 | $224,746 |
All Filings in PANW
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,097,143 | 9,082 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,461,316 | 9,115 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,511,729 | 8,207 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,644,027 | 8,074 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,613,177 | 7,883 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,455,559 | 8,530 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $1,484,793 | 8,160 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,419,837 | 4,154 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,454,691 | 4,291 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,146,464 | 4,035 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $762,559 | 2,586 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||