Essential Investment Partners LLC
Position in PANW — Palo Alto Networks Inc
CIK 2145170
ENGLEWOOD, CO
Position in PANW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$346,476
+$183,591 QoQ
Shares Held
1,016
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,288
of 2,885 holders
Holding Since
Dec 2025
3 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, 2026Essential Investment Partners LLC holds $8,058,863 across 10 Software - Infrastructure names. PANW ranks #5 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
9,349 | $3,487,363 | |
| 2 | ZETA |
Zeta Global Holdings Corp.
|
78,973 | $1,554,188 | |
| 3 | ORCL |
Oracle Corp
|
9,820 | $1,439,121 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
15,124 | $721,358 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,016 | $346,476 | |
| 6 | NTNX |
Nutanix, Inc.
|
5,266 | $268,355 | |
| 7 | GDDY |
GoDaddy Inc.
|
2,354 | $199,807 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
356 | $41,534 |
All Filings in PANW
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,476 | 1,016 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $162,885 | 1,016 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $150,307 | 816 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||