Position in PANW
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,237,502
+$4,138,777 QoQ
Shares Held
35,885
-29.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#642
of 2,893 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026M.D. Sass, LLC holds $14,324,921 across 2 Software - Infrastructure names. PANW ranks #1 (85.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
35,885 | $12,237,502 | |
| 2 | MSFT |
Microsoft Corp
|
5,596 | $2,087,419 |
All Filings in PANW
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,237,502 | 35,885 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,098,725 | 50,516 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,673,197 | 36,228 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $7,376,745 | 36,228 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,670,983 | 27,712 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,728,775 | 27,712 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $5,830,726 | 32,044 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $4,248,232 | 12,429 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,788,177 | 14,124 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $13,867,817 | 48,808 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,437,262 | 52,351 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,004,621 | 55,471 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||