Position in PANW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$21,557,268
-$901,869 QoQ
Shares Held
134,464
+10.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Clearstead Advisors, LLC holds $424,648,048 across 56 Software - Infrastructure names. PANW ranks #2 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
909,557 | $336,690,714 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
134,464 | $21,557,268 | |
| 3 | ORCL |
Oracle Corp
|
136,294 | $20,050,210 | |
| 4 | AKAM |
Akamai Technologies Inc
|
133,903 | $15,378,759 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
64,309 | $9,407,120 | |
| 6 | OKTA |
Okta, Inc.
|
74,828 | $5,889,711 | |
| 7 | RAMP |
LiveRamp Holdings, Inc.
|
207,974 | $5,515,470 | |
| 8 | CORZ |
Core Scientific, Inc./tx
|
163,989 | $2,453,275 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $8,699,835 | 50,906 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $8,347,782 | 49,248 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,669,405 | 11,751 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,459,361 | 9,898 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,152,975 | 9,836 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,263,496 | 9,890 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $898,230 | 8,994 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $662,117 | 9,490 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $782,998 | 9,561 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $238,408 | 2,896 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $216,426 | 2,086 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $166,842 | 1,798 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $123,342 | 1,545 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $90,659 | 1,466 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $78,690 | 1,466 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $83,161 | 1,404 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $57,108 | 1,400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $53,589 | 1,400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,465 | 200 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||