Position in PANW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$42,563,388
+$21,006,120 QoQ
Shares Held
124,812
-7.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#343
of 2,911 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, 2026Clearstead Advisors, LLC holds $327,702,261 across 88 Software - Infrastructure names. PANW ranks #2 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
570,657 | $212,866,474 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
124,812 | $42,563,388 | |
| 3 | ORCL |
Oracle Corp
|
124,028 | $18,176,303 | |
| 4 | AKAM |
Akamai Technologies Inc
|
125,045 | $14,781,569 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
49,176 | $9,382,043 | |
| 6 | PLTR |
Palantir Technologies Inc.
|
61,027 | $7,120,020 | |
| 7 | OKTA |
Okta, Inc.
|
33,874 | $4,622,107 | |
| 8 | RAMP |
LiveRamp Holdings, Inc.
|
105,289 | $3,963,077 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,563,388 | 124,812 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $21,557,268 | 134,464 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,459,137 | 121,928 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $24,393,676 | 119,800 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $23,564,705 | 115,152 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $18,328,442 | 107,410 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,358,178 | 106,387 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $17,399,670 | 50,906 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $16,695,564 | 49,248 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,338,811 | 11,751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,918,722 | 9,898 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,305,951 | 9,836 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $2,526,993 | 9,890 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,796,461 | 8,994 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,324,234 | 9,490 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,565,996 | 9,561 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,430,449 | 2,896 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,298,556 | 2,086 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,001,054 | 1,798 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $740,054 | 1,545 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $543,959 | 1,466 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $472,140 | 1,466 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $498,967 | 1,404 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $342,650 | 1,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $321,537 | 1,400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $32,792 | 200 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||