Position in PANW
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$76,961,393
+$49,762,144 QoQ
Shares Held
225,680
+33.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#248
of 2,893 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Jun 30, 2026CallValue
$34,102
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $1,249,192,487 across 83 Software - Infrastructure names. PANW ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,166,180 | $808,028,463 | |
| 2 | ORCL |
Oracle Corp
|
580,555 | $85,080,335 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
225,680 | $76,961,393 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
385,533 | $44,980,135 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
152,248 | $29,046,634 | |
| 6 | FTNT |
Fortinet, Inc.
|
155,864 | $23,943,827 | |
| 7 | VRSN |
Verisign Inc/Ca
|
71,469 | $17,978,741 | |
| 8 | SNPS |
Synopsys Inc
|
31,444 | $14,026,225 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,961,393 | 225,680 | Shares | Sole | 2026-08-19 | |
| 2026-06-30 | $34,102 | 100 | Call | Sole | 2026-08-19 | |
| 2026-03-31 | $27,199,249 | 169,656 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $32,092,429 | 174,226 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $34,323,205 | 168,565 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $20,704,247 | 101,174 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,002,426 | 76,198 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,980,246 | 65,840 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,520,903 | 48,335 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,852,625 | 40,862 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,830,889 | 41,639 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $10,820,326 | 36,694 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,974,128 | 38,279 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $11,072,525 | 43,335 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,790,357 | 44,009 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $5,633,508 | 40,372 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,544,641 | 15,536 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,661,841 | 5,389 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,763,322 | 4,439 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,804,339 | 6,833 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $2,748,979 | 5,739 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,012,947 | 5,425 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $3,411,583 | 10,593 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $2,183,161 | 6,143 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,517,940 | 6,202 | Shares | Sole | 2020-12-10 | |
| No filing history on record for this holder in this stock. | ||||||