Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$29,265,654
+$15,720,859 QoQ
Shares Held
85,818
+1.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#423
of 2,885 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026STEPHENS INC /AR/ holds $249,080,981 across 19 Software - Infrastructure names. PANW ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
390,296 | $145,588,213 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
85,818 | $29,265,654 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
238,173 | $27,787,643 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
106,132 | $20,248,393 | |
| 5 | ORCL |
Oracle Corp
|
58,583 | $8,585,338 | |
| 6 | OKTA |
Okta, Inc.
|
30,200 | $4,120,790 | |
| 7 | XYZ |
Block, Inc.
|
38,038 | $2,890,888 | |
| 8 | CRWV |
CoreWeave, Inc.
|
20,508 | $2,041,366 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,265,654 | 85,818 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $13,544,795 | 84,486 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $14,533,380 | 78,900 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $17,097,360 | 83,967 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $12,236,653 | 59,796 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $6,948,460 | 40,720 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $7,344,269 | 40,362 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $7,070,133 | 20,685 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $7,188,368 | 21,204 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $5,608,726 | 19,740 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,773,098 | 22,969 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,086,410 | 21,696 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,408,891 | 21,169 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,460,495 | 17,325 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,252,873 | 16,145 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $2,861,902 | 17,473 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $2,533,417 | 5,129 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $3,246,390 | 5,215 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $2,684,138 | 4,821 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $2,491,756 | 5,202 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $2,119,438 | 5,712 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,796,129 | 5,577 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,932,256 | 5,437 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,280,777 | 5,233 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,203,699 | 5,241 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $840,787 | 5,128 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||