Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$70,982,971
+$33,308,733 QoQ
Shares Held
208,149
-11.4% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#264
of 2,911 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026TOCQUEVILLE ASSET MANAGEMENT L.P. holds $278,527,292 across 15 Software - Infrastructure names. PANW ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
454,510 | $169,541,320 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
208,149 | $70,982,971 | |
| 3 | ORCL |
Oracle Corp
|
73,111 | $10,714,417 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
67,487 | $7,873,708 | |
| 5 | RELY |
Remitly Global, Inc.
|
235,000 | $5,266,350 | |
| 6 | FFIV |
F5, Inc.
|
10,483 | $4,360,508 | |
| 7 | XYZ |
Block, Inc.
|
35,407 | $2,690,932 | |
| 8 | TLS |
Telos Corp
|
465,000 | $2,139,000 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,982,971 | 208,149 | Shares | Sole | 2026-08-10 | |
| 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 | $40,876,203 | 119,591 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $39,598,402 | 116,806 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $36,880,642 | 129,802 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $32,542,956 | 110,360 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $29,626,417 | 126,371 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $32,808,506 | 128,404 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $27,055,182 | 135,452 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $18,273,879 | 130,958 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,103,850 | 128,847 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,463,660 | 43,454 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $32,244,783 | 51,798 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $30,066,142 | 54,002 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $26,239,130 | 54,779 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $22,122,383 | 59,621 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $18,857,912 | 58,554 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $30,445,923 | 85,669 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $22,492,543 | 91,900 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $20,824,160 | 90,670 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,821,182 | 90,395 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||