Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,478,066
-$943,633 QoQ
Shares Held
15,457
-16.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OpenArc Corporate Advisory, LLC holds $175,129,129 across 13 Software - Infrastructure names. PANW ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
242,468 | $89,754,379 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
480,437 | $70,278,324 | |
| 3 | ORCL |
Oracle Corp
|
34,894 | $5,133,256 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
15,457 | $2,478,066 | |
| 5 | CALX |
Calix, Inc
|
42,614 | $2,087,659 | |
| 6 | IOT |
Samsara Inc.
|
53,367 | $1,691,200 | |
| 7 | SAIL |
SailPoint, Inc.
|
121,307 | $1,606,104 | |
| 8 | NET |
Cloudflare, Inc.
|
3,731 | $769,854 |
All Filings in PANW
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,478,066 | 15,457 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,421,699 | 18,576 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||