TRAN CAPITAL MANAGEMENT, L.P.

Position in PANW — Palo Alto Networks Inc

CIK 1009262 SAN RAFAEL, CA

Position in PANW

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$69,246,839

+$36,643,202 QoQ

Shares Held

203,058

-0.2% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

8.10%

of 13F equity value

Holder Rank

#264

of 2,893 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Technology · as of Jun 30, 2026

TRAN CAPITAL MANAGEMENT, L.P. holds $108,032,649 across 3 Software - Infrastructure names. PANW ranks #1 (64.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	203,058	$69,246,839
2	MSFT	Microsoft Corp	92,904	$34,655,050
3	NET	Cloudflare, Inc.	16,841	$4,130,760

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$69,246,839	203,058	-0.2%	Shares	Sole	2026-07-15
2026-03-31	$32,603,637	203,366	+16.1%	Shares	Sole	2026-04-14
2025-12-31	$32,259,498	175,133	-0.1%	Shares	Sole	2026-01-20
2025-09-30	$35,687,255	175,264	-6.2%	Shares	Sole	2025-10-23
2025-06-30	$38,252,536	186,926	-1.3%	Shares	Sole	2025-07-14
2025-03-31	$32,319,216	189,400	-8.3%	Shares	Sole	2025-04-15
2024-12-31	$37,571,282	206,481	+90.1%	Shares	Sole	2025-01-21
2024-09-30	$37,127,341	108,623	-16.3%	Shares	Sole	2024-10-15
2024-06-30	$44,013,329	129,829	-2.4%	Shares	Sole	2024-07-17
2024-03-31	$37,779,345	132,965	+59.5%	Shares	Sole	2024-04-19
2023-12-31	$24,582,376	83,364	+14.0%	Shares	Sole	2024-01-17
2023-09-30	$17,137,329	73,099	-57.4%	Shares	Sole	2023-10-13
2023-06-30	$43,815,110	171,481	-36.4%	Shares	Sole	2023-07-13
2023-03-31	$53,885,058	269,776	-7.9%	Shares	Sole	2023-04-18
2022-12-31	$40,871,963	292,905	-5.8%	Shares	Sole	2023-02-01
2022-09-30	$50,927,716	310,933	+197.7%	Shares	Sole	2022-10-14
2022-06-30	$51,588,060	104,442	-3.3%	Shares	Sole	2022-07-27
2022-03-31	$67,231,101	108,000	-19.3%	Shares	Sole	2022-04-28
2021-12-31	$74,527,866	133,860	-2.6%	Shares	Sole	2022-01-25
2021-09-30	$65,842,833	137,459	-3.8%	Shares	Sole	2021-10-18
2021-06-30	$53,036,060	142,935	+0.1%	Shares	Sole	2021-07-16
2021-03-31	$46,009,842	142,861	-10.4%	Shares	Sole	2021-04-26
2020-12-31	$56,666,611	159,449	+2.9%	Shares	Sole	2021-01-26
2020-09-30	$37,925,756	154,957	+49.4%	Shares	Sole	2020-11-09
2020-06-30	$23,817,906	103,705	+17.7%	Shares	Sole	2020-08-12
2020-03-31	$14,441,286	88,078	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.