Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$752,469,835
+$385,891,745 QoQ
Shares Held
2,206,527
-3.5% QoQ
Ownership
0.271%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#40
of 2,893 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$341,020
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $10,895,850,673 across 94 Software - Infrastructure names. PANW ranks #3 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
18,447,917 | $6,881,441,996 | |
| 2 | ORCL |
Oracle Corp
|
5,179,433 | $759,045,904 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
2,206,527 | $752,469,835 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
2,391,036 | $456,173,801 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
3,646,417 | $425,427,470 | |
| 6 | SNPS |
Synopsys Inc
|
503,010 | $224,377,668 | |
| 7 | NET |
Cloudflare, Inc.
|
909,543 | $223,092,703 | |
| 8 | OKTA |
Okta, Inc.
|
889,335 | $121,349,758 |
All Filings in PANW
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $752,469,835 | 2,206,527 | Shares | Defined | 2026-08-14 | |
| 2026-06-30 | $341,020 | 1,000 | Put | Defined | 2026-08-14 | |
| 2026-03-31 | $366,578,090 | 2,286,540 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $427,737,266 | 2,322,135 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $455,841,242 | 2,238,686 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $122,784 | 600 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $433,245,592 | 2,117,111 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $85,320 | 500 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $353,467,618 | 2,071,423 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $388,155,249 | 2,133,190 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||