Finivi Inc.

Position in PANW — Palo Alto Networks Inc

CIK 2101641 WESTBOROUGH, MA

Position in PANW

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,261,774

+$648,070 QoQ

Shares Held

3,700

-3.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#1,581

of 2,893 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Finivi Inc. holds $7,477,915 across 5 Software - Infrastructure names. PANW ranks #2 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	13,677	$5,101,794
2	PANW	Palo Alto Networks Inc This page	3,700	$1,261,774
3	ORCL	Oracle Corp	3,389	$496,657
4	OKTA	Okta, Inc.	2,963	$404,301
5	PLTR	Palantir Technologies Inc.	1,829	$213,389

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,261,774	3,700	-3.3%	Shares	Sole	2026-07-09
2026-03-31	$613,704	3,828	-6.0%	Shares	Sole	2026-04-10
2025-12-31	$749,878	4,071	+2.1%	Shares	Sole	2026-01-27
2025-09-30	$811,629	3,986	-0.2%	Shares	Sole	2025-12-19
2025-06-30	$817,536	3,995	+0.6%	Shares	Sole	2025-12-19
2025-03-31	$677,952	3,973	+11.3%	Shares	Sole	2025-12-19
2024-12-31	$649,779	3,571	+45.4%	Shares	Sole	2025-12-19
2024-03-31	$697,823	2,456	+187.9%	Shares	Sole	2025-12-19
2023-12-31	$251,532	853	—	Shares	Sole	2025-12-19
No filing history on record for this holder in this stock.