Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$719,043,395
+$371,769,597 QoQ
Shares Held
2,108,508
-2.7% QoQ
Ownership
0.259%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#43
of 2,910 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 11%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $4,130,623,311 across 55 Software - Infrastructure names. PANW ranks #2 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,433,235 | $2,399,725,316 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
2,108,508 | $719,043,395 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,370,232 | $261,419,708 | |
| 4 | ORCL |
Oracle Corp
|
1,154,283 | $169,160,170 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
955,741 | $111,506,300 | |
| 6 | FTNT |
Fortinet, Inc.
|
703,513 | $108,073,664 | |
| 7 | DOX |
Amdocs Ltd
|
1,359,637 | $68,716,051 | |
| 8 | NET |
Cloudflare, Inc.
|
157,370 | $38,599,712 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $719,043,395 | 2,108,508 | Shares | Defined | 2026-08-12 | |
| 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 | $328,802,027 | 961,972 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $324,459,009 | 957,078 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $282,303,610 | 993,572 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $280,790,042 | 952,218 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $215,703,318 | 920,079 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $237,669,011 | 930,175 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $178,340,253 | 892,862 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $141,199,825 | 1,011,895 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $161,172,960 | 984,022 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $154,098,841 | 311,979 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $216,441,814 | 347,692 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $200,538,752 | 360,189 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $163,462,031 | 341,257 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $122,370,869 | 329,796 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $79,142,427 | 245,738 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $84,718,623 | 238,382 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $52,285,248 | 213,627 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $44,084,198 | 191,946 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $25,848,816 | 157,653 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||