Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,697,468
+$271,186 QoQ
Shares Held
7,910
-47.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.53%
of 13F equity value
Holder Rank
#1,239
of 2,893 holders
Holding Since
Mar 2025
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, 2026Corient IA LLC holds $5,335,140 across 6 Software - Infrastructure names. PANW ranks #1 (50.6% of the industry book) .
All Filings in PANW
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,697,468 | 7,910 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,426,282 | 15,134 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,989,360 | 10,800 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,199,096 | 10,800 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,210,112 | 10,800 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,877,040 | 11,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||