Position in PANW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,614,498
-$1,842,221 QoQ
Shares Held
16,308
-32.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
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
$38,688,256
PutShares
262,400
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, 2026Jefferies Financial Group Inc. holds $99,585,119 across 35 Software - Infrastructure names. PANW ranks #8 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLTR |
Palantir Technologies Inc.
|
258,544 | $37,819,816 | |
| 2 | ORCL |
Oracle Corp
|
161,283 | $23,726,342 | |
| 3 | CRWV |
CoreWeave, Inc.
|
71,202 | $5,516,018 | |
| 4 | VRSN |
Verisign Inc/Ca
|
17,609 | $4,373,371 | |
| 5 | MSFT |
Microsoft Corp
|
11,759 | $4,352,829 | |
| 6 | NET |
Cloudflare, Inc.
|
15,000 | $3,095,100 | |
| 7 | PGY |
Pagaya Technologies Ltd.
|
262,000 | $3,052,300 | |
| 8 | PANW |
Palo Alto Networks Inc
This page
|
16,308 | $2,614,498 |
All Filings in PANW
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $850,056 | 4,974 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $813,963 | 4,802 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,746,262 | 12,292 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,112,428 | 88,934 | Shares | Defined | 2024-05-06 | |
| 2023-12-31 | $38,688,256 | 262,400 | Put | Defined | 2024-05-06 | |
| 2023-09-30 | $70,625,050 | 602,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $405,463 | 3,459 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,022,425 | 235,000 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $221,271 | 1,732 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $452,910 | 4,535 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,298,934 | 47,283 | Shares | Defined | 2023-09-21 | |
| 2022-12-31 | $4,186,200 | 60,000 | Call | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||