Position in PANW
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$4,488,163
+$167,701 QoQ
Shares Held
13,161
-51.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026HM PAYSON & CO holds $412,864,652 across 23 Software - Infrastructure names. PANW ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
948,625 | $353,856,097 | |
| 2 | ORCL |
Oracle Corp
|
325,784 | $47,743,645 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
13,161 | $4,488,163 | |
| 4 | WEX |
WEX Inc.
|
29,500 | $4,162,154 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
3,464 | $660,878 | |
| 6 | MDB |
MongoDB, Inc.
|
1,674 | $562,296 | |
| 7 | OKTA |
Okta, Inc.
|
2,450 | $334,302 | |
| 8 | NET |
Cloudflare, Inc.
|
1,139 | $279,373 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,488,163 | 13,161 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $4,320,462 | 26,949 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,070,407 | 11,240 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,288,687 | 11,240 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,300,153 | 11,240 | Shares | Sole | 2025-10-17 | |
| 2025-03-31 | $1,923,795 | 11,274 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,087,808 | 11,474 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,961,931 | 5,740 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,113,049 | 6,233 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,770,413 | 6,231 | Shares | Sole | 2024-06-20 | |
| 2023-12-31 | $1,832,974 | 6,216 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,457,279 | 6,216 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,319,964 | 5,166 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $853,888 | 4,275 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $781,424 | 5,600 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $919,844 | 5,616 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $886,621 | 1,795 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,122,385 | 1,803 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,378,537 | 2,476 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,257,853 | 2,626 | Shares | Sole | 2021-11-30 | |
| 2021-06-30 | $1,252,665 | 3,376 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,083,410 | 3,364 | Shares | Sole | 2021-06-15 | |
| 2020-12-31 | $1,375,004 | 3,869 | Shares | Sole | 2021-03-10 | |
| 2020-09-30 | $952,078 | 3,890 | Shares | Sole | 2020-12-21 | |
| 2020-06-30 | $884,228 | 3,850 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $631,246 | 3,850 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||