Position in PANW
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$86,549,873
-$59,687,059 QoQ
Shares Held
539,857
-32.0% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 53.1131392202009.ToString("F0")%
Shared 0.6848109777218783.ToString("F0")%
None 46.20204980207722.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2025CallValue
$509,050
CallShares
2,500
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 Mar 31, 2026TRUIST FINANCIAL CORP holds $2,207,618,471 across 43 Software - Infrastructure names. PANW ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,269,343 | $1,580,382,697 | |
| 2 | ORCL |
Oracle Corp
|
1,783,538 | $262,376,273 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
539,857 | $86,549,873 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
528,012 | $77,237,594 | |
| 5 | TWLO |
Twilio Inc
|
455,275 | $57,282,699 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
274,507 | $26,792,567 | |
| 7 | AKAM |
Akamai Technologies Inc
|
155,245 | $17,829,886 | |
| 8 | NET |
Cloudflare, Inc.
|
79,887 | $16,483,883 |
All Filings in PANW
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,549,873 | 539,857 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $146,236,932 | 793,903 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $158,293,983 | 777,399 | Shares | Defined | 2025-11-03 | |
| 2025-09-30 | $509,050 | 2,500 | Call | Defined | 2025-11-03 | |
| 2025-06-30 | $155,170,735 | 758,262 | Shares | Defined | 2025-07-18 | |
| 2025-06-30 | $511,600 | 2,500 | Call | Defined | 2025-07-18 | |
| 2025-03-31 | $131,316,523 | 769,553 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $122,598,641 | 673,767 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $256,350 | 1,500 | Call | Defined | 2024-11-13 | |
| 2024-09-30 | $54,754,650 | 320,390 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $51,839,204 | 305,827 | Shares | Defined | 2024-08-21 | |
| 2024-06-30 | $254,257 | 1,500 | Call | Defined | 2024-08-21 | |
| 2024-03-31 | $213,097 | 1,500 | Call | Defined | 2024-05-13 | |
| 2024-03-31 | $38,098,422 | 268,176 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $33,454,135 | 226,900 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $22,248,472 | 189,801 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,743,489 | 76,267 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $7,948,152 | 79,585 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $5,494,037 | 78,745 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $6,301,900 | 76,951 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,059,233 | 25,014 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $2,791,956 | 26,910 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,295,055 | 24,733 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,828,898 | 22,909 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,330,090 | 21,508 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,180,402 | 21,991 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,130,613 | 19,088 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $830,883 | 20,369 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $389,824 | 10,184 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $362,293 | 13,258 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||