Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$42,968
New position
Shares Held
126
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,766
of 2,893 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Downshift Financial, LLC holds $680,262 across 17 Software - Infrastructure names. PANW ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,001 | $373,393 | |
| 2 | ORCL |
Oracle Corp
|
767 | $112,403 | |
| 3 | FTNT |
Fortinet, Inc.
|
299 | $45,932 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
126 | $42,968 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
144 | $27,473 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
171 | $19,950 | |
| 7 | BB |
BLACKBERRY Ltd
|
1,000 | $12,650 | |
| 8 | MDB |
MongoDB, Inc.
|
31 | $10,412 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,968 | 126 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||