Position in PANW
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$36,564,068
-$6,358,416 QoQ
Shares Held
198,502
-5.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Dec 31, 2025COMERICA BANK holds $1,182,618,522 across 68 Software - Infrastructure names. PANW ranks #5 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,658,593 | $802,128,746 | |
| 2 | ORCL |
Oracle Corp
|
481,014 | $93,754,437 | |
| 3 | CORZ |
Core Scientific, Inc./tx
|
5,335,748 | $58,204,778 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
264,648 | $47,041,181 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
198,502 | $36,564,068 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
156,096 | $18,292,889 | |
| 7 | SNPS |
Synopsys Inc
|
30,913 | $14,520,453 | |
| 8 | NTAP |
NetApp, Inc.
|
84,960 | $9,098,365 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $36,564,068 | 198,502 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $42,922,484 | 210,797 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $49,452,278 | 241,655 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,530,340 | 225,799 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $38,732,005 | 212,860 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $36,489,200 | 106,756 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $36,364,923 | 107,268 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $33,072,731 | 116,400 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $36,299,136 | 123,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $28,965,999 | 123,554 | Shares | Sole | 2023-11-21 | |
| 2022-12-31 | $5,865,144 | 42,032 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $4,135,369 | 25,248 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $4,157,983 | 8,418 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,686,629 | 9,135 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,044,243 | 9,060 | Shares | Sole | 2022-02-18 | |
| 2021-09-30 | $4,494,932 | 9,384 | Shares | Sole | 2021-11-22 | |
| 2021-06-30 | $4,534,603 | 12,221 | Shares | Sole | 2021-08-26 | |
| 2021-03-31 | $3,731,388 | 11,586 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $3,899,695 | 10,973 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,228,939 | 9,107 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $2,100,559 | 9,146 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,379,232 | 8,412 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||