Position in PANW
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$12,005,268
+$6,843,927 QoQ
Shares Held
35,204
+9.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.14%
of 13F equity value
Holder Rank
#647
of 2,885 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 96%
Shared 0%
None 3%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NBT BANK N A /NY holds $94,504,675 across 17 Software - Infrastructure names. PANW ranks #2 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
201,559 | $75,185,536 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
35,204 | $12,005,268 | |
| 3 | ORCL |
Oracle Corp
|
47,383 | $6,943,977 | |
| 4 | SNPS |
Synopsys Inc
|
304 | $135,604 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
905 | $105,586 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
244 | $46,550 | |
| 7 | NTAP |
NetApp, Inc.
|
200 | $30,952 | |
| 8 | XYZ |
Block, Inc.
|
328 | $24,928 |
All Filings in PANW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,005,268 | 35,204 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,161,341 | 32,194 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $6,244,010 | 33,898 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $6,911,473 | 33,943 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,070,645 | 29,665 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,761,197 | 27,902 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,776,578 | 20,755 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $3,206,083 | 9,380 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,046,004 | 8,985 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,317,931 | 8,158 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,337,218 | 7,926 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,608,961 | 6,863 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $2,075,506 | 8,123 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $1,483,068 | 7,425 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $643,139 | 4,609 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $706,589 | 4,314 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $710,779 | 1,439 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $766,932 | 1,232 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $723,787 | 1,300 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $462,233 | 965 | Shares | Sole | 2021-10-18 | |
| 2020-12-31 | $225,672 | 635 | Shares | Sole | 2021-01-15 | |
| No filing history on record for this holder in this stock. | ||||||