Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,911,417
+$965,369 QoQ
Shares Held
5,605
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,399
of 2,893 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, 2026MONTAG A & ASSOCIATES INC holds $58,280,836 across 27 Software - Infrastructure names. PANW ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
132,404 | $49,389,340 | |
| 2 | ORCL |
Oracle Corp
|
24,908 | $3,650,267 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
5,605 | $1,911,417 | |
| 4 | SNPS |
Synopsys Inc
|
3,117 | $1,390,400 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
2,368 | $451,778 | |
| 6 | AKAM |
Akamai Technologies Inc
|
2,675 | $316,211 | |
| 7 | VRSN |
Verisign Inc/Ca
|
900 | $226,404 | |
| 8 | OKTA |
Okta, Inc.
|
1,297 | $176,975 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,911,417 | 5,605 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $946,048 | 5,901 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,864,656 | 10,123 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,191,765 | 10,764 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,190,875 | 10,706 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,414,434 | 8,289 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $686,899 | 3,775 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $645,318 | 1,888 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $642,423 | 1,895 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $538,426 | 1,895 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $988,732 | 3,353 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $799,205 | 3,409 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $809,966 | 3,170 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $550,683 | 2,757 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $325,546 | 2,333 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,041,049 | 6,356 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $215,851 | 437 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $476,220 | 765 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $425,921 | 765 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $366,434 | 765 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $256,024 | 690 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $220,611 | 685 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $243,442 | 685 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $348,034 | 1,422 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $445,329 | 1,939 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $320,706 | 1,956 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||