Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$347,273,798
-$49,014,448 QoQ
Shares Held
2,166,129
+0.7% QoQ
Ownership
0.266%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 88.08884420087631.ToString("F0")%
Shared 0.13965003930975486.ToString("F0")%
None 11.771505759813936.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $3,535,381,292 across 58 Software - Infrastructure names. PANW ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,663,492 | $2,466,624,831 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
2,166,129 | $347,273,798 | |
| 3 | ORCL |
Oracle Corp
|
1,130,075 | $166,245,330 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
1,095,926 | $160,312,053 | |
| 5 | DOX |
Amdocs Ltd
|
1,286,680 | $83,968,735 | |
| 6 | FTNT |
Fortinet, Inc.
|
713,447 | $58,302,887 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
358,894 | $35,028,949 | |
| 8 | SNPS |
Synopsys Inc
|
86,408 | $34,259,042 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $347,273,798 | 2,166,129 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $396,288,246 | 2,151,402 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $436,732,522 | 2,144,841 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $404,562,228 | 1,976,946 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $331,263,259 | 1,941,299 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $353,630,160 | 1,943,450 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $164,401,012 | 961,972 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $162,229,504 | 957,078 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $141,151,804 | 993,572 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $140,395,019 | 952,218 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $107,851,658 | 920,079 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $118,834,505 | 930,175 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $89,170,126 | 892,862 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $70,599,911 | 1,011,895 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $80,586,478 | 984,022 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $25,683,137 | 311,979 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $36,073,634 | 347,692 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $33,423,123 | 360,189 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $27,243,670 | 341,257 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $20,395,142 | 329,796 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,190,402 | 245,738 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $14,119,769 | 238,382 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,714,206 | 213,627 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $7,347,365 | 191,946 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,308,135 | 157,653 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||