Position in PANW
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$27,213,054
+$14,365,651 QoQ
Shares Held
79,799
-0.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#441
of 2,904 holders
Holding Since
Mar 2020
26 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, 2026PINNACLE ASSOCIATES LTD holds $314,079,920 across 20 Software - Infrastructure names. PANW ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
435,694 | $162,522,575 | |
| 2 | ORCL |
Oracle Corp
|
226,542 | $33,199,730 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
79,799 | $27,213,054 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
102,500 | $19,555,462 | |
| 5 | TENB |
Tenable Holdings, Inc.
|
500,510 | $18,458,808 | |
| 6 | AIOT |
Powerfleet, Inc.
|
3,984,734 | $15,261,531 | |
| 7 | TLS |
Telos Corp
|
2,228,740 | $10,252,204 | |
| 8 | INFQ |
Infleqtion, Inc.
|
734,580 | $9,784,605 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,213,054 | 79,799 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $12,847,403 | 80,136 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,330,369 | 72,369 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,569,825 | 71,554 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,371,177 | 65,340 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,410,184 | 66,867 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,478,998 | 68,581 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $13,353,100 | 39,067 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,858,230 | 34,979 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,286,211 | 39,722 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $11,520,076 | 39,067 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $9,177,153 | 39,145 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,141,958 | 39,693 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $7,142,302 | 35,758 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $4,917,808 | 35,243 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $5,750,011 | 35,106 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $5,879,365 | 11,903 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,727,219 | 12,413 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $7,498,440 | 13,468 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,478,623 | 15,613 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $5,889,679 | 15,873 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $5,135,894 | 15,947 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $6,978,797 | 19,637 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,046,259 | 20,618 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $5,100,277 | 22,207 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,918,976 | 23,902 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||