BRIDGES INVESTMENT MANAGEMENT INC

Position in PANW — Palo Alto Networks Inc

CIK 1007295 OMAHA, NE

Position in PANW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$231,403,212

+$126,165,798 QoQ

Shares Held

678,562

+3.4% QoQ

Ownership

0.083%

of shares outstanding

% of Portfolio

3.46%

of 13F equity value

Holder Rank

#124

of 2,892 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 1% None 0%

Technology · as of Jun 30, 2026

BRIDGES INVESTMENT MANAGEMENT INC holds $573,242,229 across 5 Software - Infrastructure names. PANW ranks #2 (40.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	904,889	$337,541,694
2	PANW	Palo Alto Networks Inc This page	678,562	$231,403,212
3	ORCL	Oracle Corp	22,318	$3,270,702
4	NET	Cloudflare, Inc.	3,053	$748,839
5	CRWD	CrowdStrike Holdings, Inc.	1,456	$277,782

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,403,212	678,562	+3.4%	Shares	Sole	2026-08-07
2026-03-31	$105,237,414	656,421	-2.7%	Shares	Sole	2026-05-04
2025-12-31	$124,222,084	674,387	-1.9%	Shares	Sole	2026-02-10
2025-09-30	$139,952,504	687,322	-1.6%	Shares	Sole	2025-11-04
2025-06-30	$142,903,794	698,318	-0.7%	Shares	Sole	2025-07-28
2025-03-31	$119,991,317	703,184	-0.7%	Shares	Sole	2025-04-30
2024-12-31	$128,818,945	707,952	+95.9%	Shares	Defined	2025-02-05
2024-09-30	$123,515,581	361,368	+5.5%	Shares	Sole	2024-11-01
2024-06-30	$116,143,468	342,596	+91.4%	Shares	Sole	2024-08-13
2024-03-31	$50,868,929	179,034	-0.0%	Shares	Sole	2024-04-25
2023-12-31	$52,807,698	179,082	-6.4%	Shares	Sole	2024-01-23
2023-09-30	$44,875,096	191,414	-4.3%	Shares	Sole	2023-10-24
2023-06-30	$51,118,351	200,064	-2.2%	Shares	Sole	2023-07-07
2023-03-31	$40,879,986	204,666	+2.3%	Shares	Sole	2023-04-28
2022-12-31	$27,919,999	200,086	-5.1%	Shares	Sole	2023-02-13
2022-09-30	$34,544,948	210,910	+199.2%	Shares	Sole	2022-10-21
2022-06-30	$34,817,322	70,489	-1.9%	Shares	Sole	2022-07-12
2022-03-31	$44,710,548	71,823	+0.6%	Shares	Sole	2022-04-08
2021-12-31	$39,740,956	71,379	-0.2%	Shares	Sole	2022-02-01
2021-09-30	$34,246,569	71,496	+0.7%	Shares	Sole	2021-11-12
2021-06-30	$26,352,726	71,022	-2.5%	Shares	Sole	2021-07-19
2021-03-31	$23,463,372	72,854	+0.7%	Shares	Sole	2021-05-05
2020-12-31	$25,714,967	72,357	-2.0%	Shares	Sole	2021-02-12
2020-09-30	$18,068,437	73,824	-0.1%	Shares	Sole	2020-11-12
2020-06-30	$16,973,286	73,903	-1.6%	Shares	Sole	2020-08-10
2020-03-31	$12,318,984	75,134	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.