Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$293,618
+$211,535 QoQ
Shares Held
861
+68.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,416
of 2,907 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VALLEY NATIONAL ADVISERS INC holds $16,861,773 across 21 Software - Infrastructure names. PANW ranks #3 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
38,982 | $14,541,065 | |
| 2 | ORCL |
Oracle Corp
|
9,696 | $1,420,948 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
861 | $293,618 | |
| 4 | SNPS |
Synopsys Inc
|
421 | $187,795 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,514 | $178,969 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
905 | $105,586 | |
| 7 | CRWV |
CoreWeave, Inc.
|
719 | $71,569 | |
| 8 | CRWD |
CrowdStrike Holdings, Inc.
|
92 | $17,552 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,618 | 861 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $82,083 | 512 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $85,837 | 466 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $89,592 | 440 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $89,018 | 435 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $76,788 | 450 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $82,973 | 456 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $76,905 | 225 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $166,114 | 490 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $121,607 | 428 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $119,426 | 405 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $44,309 | 189 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,075 | 59 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $10,785 | 54 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $7,535 | 54 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $8,844 | 54 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $8,890 | 18 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $11,205 | 18 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $10,021 | 18 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,789 | 10 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,710 | 10 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,220 | 10 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $3,553 | 10 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,447 | 10 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,296 | 10 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,639 | 10 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||