Position in PANW
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$43,725,584
+$25,158,284 QoQ
Shares Held
128,220
+10.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#337
of 2,907 holders
Holding Since
Mar 2022
18 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, 2026BAILARD, INC. holds $225,113,967 across 17 Software - Infrastructure names. PANW ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
421,507 | $157,230,541 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
128,220 | $43,725,584 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
50,404 | $9,616,327 | |
| 4 | ORCL |
Oracle Corp
|
33,625 | $4,927,743 | |
| 5 | NTAP |
NetApp, Inc.
|
15,484 | $2,396,303 | |
| 6 | SNPS |
Synopsys Inc
|
3,387 | $1,510,839 | |
| 7 | BAND |
Bandwidth Inc.
|
14,000 | $886,200 | |
| 8 | FLYW |
Flywire Corp
|
45,800 | $804,706 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,725,584 | 128,220 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $18,567,300 | 115,814 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $19,529,805 | 106,025 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $22,284,172 | 109,440 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $12,712,441 | 62,121 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,293,637 | 66,184 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $12,722,097 | 69,917 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,104,505 | 35,414 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,007,914 | 29,521 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $6,829,916 | 24,038 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $6,143,824 | 20,835 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $4,858,769 | 20,725 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $4,724,890 | 18,492 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $3,087,381 | 15,457 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,141,939 | 15,350 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $2,604,261 | 15,900 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,631,977 | 3,304 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $208,540 | 335 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||