Position in PANW
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$6,934,641
+$4,320,143 QoQ
Shares Held
20,335
+24.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#858
of 2,893 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Dec 31, 2023CallValue
$0
CallShares
0
PutValue
$77,376,512
PutShares
524,800
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 Jun 30, 2026Jefferies Financial Group Inc. holds $151,722,494 across 34 Software - Infrastructure names. PANW ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
125,660 | $46,873,693 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
267,696 | $31,232,092 | |
| 3 | NET |
Cloudflare, Inc.
|
48,132 | $11,805,816 | |
| 4 | GDDY |
GoDaddy Inc.
|
101,740 | $8,635,691 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
20,335 | $6,934,641 | |
| 6 | CORZ |
Core Scientific, Inc./tx
|
210,635 | $5,390,149 | |
| 7 | XYZ |
Block, Inc.
|
59,488 | $4,521,088 | |
| 8 | ORCL |
Oracle Corp
|
29,808 | $4,368,362 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,934,641 | 20,335 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $2,614,498 | 16,308 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $4,456,719 | 24,195 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $1,035,000 | 5,083 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,979,892 | 9,675 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,606,355 | 15,274 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,762,646 | 9,687 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,700,113 | 4,974 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,627,926 | 4,802 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,492,525 | 12,292 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $26,224,857 | 88,934 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $77,376,512 | 262,400 | Put | Defined | 2024-05-06 | |
| 2023-09-30 | $141,250,100 | 602,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $810,927 | 3,459 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $60,044,850 | 235,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $442,543 | 1,732 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $905,820 | 4,535 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $8,372,400 | 60,000 | Call | Defined | 2023-09-21 | |
| 2022-12-31 | $6,597,869 | 47,283 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||