Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$383,988
+$227,196 QoQ
Shares Held
1,126
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,227
of 2,891 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $3,732,850 across 13 Software - Infrastructure names. PANW ranks #2 (10.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
7,414 | $2,765,570 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,126 | $383,988 | |
| 3 | ORCL |
Oracle Corp
|
1,605 | $235,212 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,665 | $194,255 | |
| 5 | NET |
Cloudflare, Inc.
|
265 | $64,999 | |
| 6 | TOST |
Toast, Inc.
|
1,665 | $46,320 | |
| 7 | CRWV |
CoreWeave, Inc.
|
200 | $19,908 | |
| 8 | VRNS |
Varonis Systems Inc
|
153 | $6,419 |
All Filings in PANW
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $383,988 | 1,126 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $156,792 | 978 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $172,042 | 934 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $188,552 | 926 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $200,956 | 982 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $163,985 | 961 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $186,690 | 1,026 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $191,066 | 559 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $223,407 | 659 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $127,290 | 448 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $111,169 | 377 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $87,680 | 374 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $105,525 | 413 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $44,542 | 223 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||