Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$31,319,958
+$16,595,849 QoQ
Shares Held
91,842
0.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#410
of 2,893 holders
Holding Since
Dec 2022
15 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, 2026SIT INVESTMENT ASSOCIATES INC holds $154,230,045 across 10 Software - Infrastructure names. PANW ranks #2 (20.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
275,845 | $102,895,701 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
91,842 | $31,319,958 | |
| 3 | ORCL |
Oracle Corp
|
49,996 | $7,326,913 | |
| 4 | CRWD |
CrowdStrike Holdings, Inc.
|
26,000 | $4,960,410 | |
| 5 | IOT |
Samsara Inc.
|
70,515 | $2,286,801 | |
| 6 | SNPS |
Synopsys Inc
|
4,842 | $2,159,870 | |
| 7 | EEFT |
Euronet Worldwide, Inc.
|
28,900 | $2,115,191 | |
| 8 | TOST |
Toast, Inc.
|
39,420 | $1,096,664 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,319,958 | 91,842 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $14,724,109 | 91,842 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $14,628,611 | 79,417 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $16,000,255 | 78,579 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $15,609,939 | 76,280 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,042,868 | 76,435 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,442,424 | 68,380 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,131,849 | 35,494 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $11,546,680 | 34,060 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,221,439 | 32,455 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $8,816,617 | 29,899 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,342,426 | 31,319 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,120,164 | 20,039 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,199,635 | 16,019 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,550,149 | 11,109 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||