Synergy Investment Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,198
+$60,990 QoQ
Shares Held
373
-9.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,633
of 2,850 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Synergy Investment Management, LLC holds $3,022,206 across 22 Software - Infrastructure names. PANW ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,586 | $1,710,668 | |
| 2 | CHKP |
Check Point Software Technologies Ltd
|
2,450 | $322,003 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,573 | $300,190 | |
| 4 | NTAP |
NetApp, Inc.
|
1,434 | $221,925 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
373 | $127,198 | |
| 6 | ORCL |
Oracle Corp
|
704 | $103,170 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
107 | $81,655 | |
| 8 | FFIV |
F5, Inc.
|
179 | $74,456 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,198 | 373 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $66,208 | 413 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||