GROESBECK INVESTMENT MANAGEMENT CORP /NJ/

Position in PANW — Palo Alto Networks Inc

CIK 923116 PARAMUS, NJ

Position in PANW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,190,159

+$550,483 QoQ

Shares Held

3,490

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

#1,620

of 2,885 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ holds $5,309,533 across 6 Software - Infrastructure names. PANW ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FTNT	Fortinet, Inc.	14,995	$2,303,531
2	MSFT	Microsoft Corp	4,127	$1,539,453
3	PANW	Palo Alto Networks Inc This page	3,490	$1,190,159
4	DBX	Dropbox, Inc.	6,200	$170,314
5	DOX	Amdocs Ltd	1,423	$71,918
6	ZS	Zscaler, Inc.	242	$34,158

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,190,159	3,490	-12.5%	Shares	Sole	2026-07-15
2026-03-31	$639,676	3,990	+0.3%	Shares	Sole	2026-04-22
2025-12-31	$733,116	3,980	0.0%	Shares	Sole	2026-01-21
2025-09-30	$810,407	3,980	+4.5%	Shares	Sole	2025-10-23
2025-06-30	$779,678	3,810	0.0%	Shares	Sole	2025-10-23
2025-03-31	$650,138	3,810	0.0%	Shares	Sole	2025-04-29
2024-12-31	$693,267	3,810	+145.0%	Shares	Sole	2025-01-27
2024-09-30	$531,499	1,555	-11.9%	Shares	Sole	2024-10-23
2024-06-30	$598,352	1,765	+1.7%	Shares	Sole	2024-07-26
2024-03-31	$492,965	1,735	+16.1%	Shares	Sole	2024-04-29
2023-12-31	$440,845	1,495	+38.4%	Shares	Sole	2024-01-31
2023-09-30	$253,195	1,080	—	Shares	Sole	2023-10-25
No filing history on record for this holder in this stock.