SEC 13F Intelligence

Surience Private Wealth LLC / PANW

Surience Private Wealth LLC’s Palo Alto Networks Inc Position

Does Surience Private Wealth LLC own Palo Alto Networks Inc (PANW)? Not currently — the last reported position was 12.6K shares worth $4M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2023
Shares
12.6K
% of Portfolio
+3.77%
Quarters Held
2
position exited

Position History PANW

Reported value by quarter
Q1 ’22: $5MQ1 ’22Q4 ’23: $4MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202312.6K$4M+3.77%
Q1 20227.7K$5M+4.18%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of PANW.