Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,234,022
+$2,201,958 QoQ
Shares Held
6,551
+3175.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,328
of 2,893 holders
Holding Since
Dec 2024
6 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, 2026STANCE CAPITAL LLC holds $10,963,418 across 10 Software - Infrastructure names. PANW ranks #1 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
6,551 | $2,234,022 | |
| 2 | NET |
Cloudflare, Inc.
|
7,837 | $1,922,259 | |
| 3 | FTNT |
Fortinet, Inc.
|
12,424 | $1,908,574 | |
| 4 | CRWV |
CoreWeave, Inc.
|
18,242 | $1,815,808 | |
| 5 | SNPS |
Synopsys Inc
|
3,777 | $1,684,806 | |
| 6 | ORCL |
Oracle Corp
|
8,656 | $1,268,536 | |
| 7 | MSFT |
Microsoft Corp
|
251 | $93,628 | |
| 8 | NTAP |
NetApp, Inc.
|
100 | $15,476 |
All Filings in PANW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,234,022 | 6,551 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,064 | 200 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,352,028 | 7,340 | Shares | Defined | 2026-03-17 | |
| 2025-09-30 | $1,393,982 | 6,846 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $1,356,967 | 6,631 | Shares | Defined | 2025-08-22 | |
| 2024-12-31 | $178,320 | 980 | Shares | Defined | 2025-04-14 | |
| No filing history on record for this holder in this stock. | ||||||