Position in PANW
as of Sep 30, 2026
· filed Oct 2, 2026
Position Value
$3,427,593
New position
Shares Held
8,627
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.84%
of 13F equity value
Holder Rank
#3
of 16 holders
Holding Since
Sep 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Sep 30, 2026Polaris Financial Partners holds $8,877,599 across 11 Software - Infrastructure names. PANW ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
8,672 | $4,447,868 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
8,627 | $3,427,593 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
3,026 | $566,013 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
542 | $143,494 | |
| 5 | ORCL |
Oracle Corp
|
752 | $103,249 | |
| 6 | CRWV |
CoreWeave, Inc.
|
646 | $56,279 | |
| 7 | ZETA |
Zeta Global Holdings Corp.
|
1,774 | $56,005 | |
| 8 | SNPS |
Synopsys Inc
|
96 | $41,754 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $3,427,593 | 8,627 | Shares | Sole | 2026-10-02 | |
| No filing history on record for this holder in this stock. | ||||||