Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,973,455
-$420,982 QoQ
Shares Held
18,547
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GAMCO INVESTORS, INC. ET AL holds $79,054,656 across 18 Software - Infrastructure names. PANW ranks #5 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
130,045 | $48,138,757 | |
| 2 | FTNT |
Fortinet, Inc.
|
106,035 | $8,665,180 | |
| 3 | ORCL |
Oracle Corp
|
38,183 | $5,617,101 | |
| 4 | CRWV |
CoreWeave, Inc.
|
40,568 | $3,142,802 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
18,547 | $2,973,455 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
14,722 | $2,153,534 | |
| 7 | GEN |
Gen Digital Inc.
|
113,562 | $2,138,372 | |
| 8 | IIIV |
i3 Verticals, Inc.
|
77,341 | $1,729,344 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,973,455 | 18,547 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,394,437 | 18,428 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,735,205 | 18,344 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,610,463 | 17,643 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,025,959 | 17,733 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,205,407 | 17,616 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,501,356 | 8,785 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,506,051 | 8,885 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,237,670 | 8,712 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,141,651 | 21,308 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,511,086 | 21,422 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,755,292 | 21,567 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $769,498 | 7,705 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $541,764 | 7,765 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $619,126 | 7,560 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $58,943 | 716 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $43,368 | 418 | Shares | Sole | 2022-05-18 | |
| No filing history on record for this holder in this stock. | ||||||