Position in PANW
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$37,674,238
+$2,595,190 QoQ
Shares Held
234,994
+23.4% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.70975429159894.ToString("F0")%
Shared 0.ToString("F0")%
None 1.2902457084010654.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026TOCQUEVILLE ASSET MANAGEMENT L.P. holds $247,495,341 across 14 Software - Infrastructure names. PANW ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
470,285 | $174,085,398 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
234,994 | $37,674,238 | |
| 3 | ORCL |
Oracle Corp
|
75,706 | $11,137,109 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
68,692 | $10,048,265 | |
| 5 | RELY |
Remitly Global, Inc.
|
310,000 | $4,857,700 | |
| 6 | FFIV |
F5, Inc.
|
10,502 | $3,038,543 | |
| 7 | XYZ |
Block, Inc.
|
36,227 | $2,180,140 | |
| 8 | TLS |
Telos Corp
|
465,000 | $1,948,350 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,674,238 | 234,994 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $35,079,048 | 190,440 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $39,546,872 | 194,219 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $40,586,865 | 198,333 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $40,967,080 | 240,079 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $43,811,055 | 240,773 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $20,438,101 | 119,591 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $19,799,201 | 116,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $18,440,321 | 129,802 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $16,271,478 | 110,360 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $14,813,208 | 126,371 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $16,404,253 | 128,404 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $13,527,591 | 135,452 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,136,939 | 130,958 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $10,551,925 | 128,847 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,577,276 | 43,454 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,374,130 | 51,798 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,011,023 | 54,002 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,373,188 | 54,779 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $3,687,063 | 59,621 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,142,985 | 58,554 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,074,320 | 85,669 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,748,757 | 91,900 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,470,693 | 90,670 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,470,197 | 90,395 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||