Position in PANW
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$82,083
-$3,754 QoQ
Shares Held
512
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026VALLEY NATIONAL ADVISERS INC holds $16,988,009 across 15 Software - Infrastructure names. PANW ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
40,466 | $14,979,298 | |
| 2 | ORCL |
Oracle Corp
|
10,307 | $1,516,262 | |
| 3 | SNPS |
Synopsys Inc
|
430 | $170,486 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
897 | $131,213 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
512 | $82,083 | |
| 6 | CRWV |
CoreWeave, Inc.
|
719 | $55,700 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
143 | $13,957 | |
| 8 | DVLT |
Datavault AI Inc.
|
17,100 | $10,602 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $38,452 | 225 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $83,057 | 490 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $60,803 | 428 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $59,713 | 405 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $22,154 | 189 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,537 | 59 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,392 | 54 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,767 | 54 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,422 | 54 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,481 | 18 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,867 | 18 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,670 | 18 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $798 | 10 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $618 | 10 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $536 | 10 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $592 | 10 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $407 | 10 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $382 | 10 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $273 | 10 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||