Position in PANW
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$117,444,334
-$13,975,914 QoQ
Shares Held
732,562
+2.7% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 99.65477324786161.ToString("F0")%
Shared 0.ToString("F0")%
None 0.34522675213838555.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BESSEMER GROUP INC holds $3,210,024,445 across 56 Software - Infrastructure names. PANW ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,921,677 | $2,562,197,169 | |
| 2 | FTNT |
Fortinet, Inc.
|
3,631,740 | $296,785,787 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
732,562 | $117,444,334 | |
| 4 | NET |
Cloudflare, Inc.
|
364,155 | $75,139,739 | |
| 5 | IOT |
Samsara Inc.
|
1,675,509 | $53,096,875 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
278,068 | $27,140,127 | |
| 7 | ORCL |
Oracle Corp
|
100,813 | $14,830,597 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
43,152 | $6,312,271 |
All Filings in PANW
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $117,444,334 | 732,562 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $131,420,248 | 713,465 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $146,841,982 | 721,157 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $3,706,643 | 18,113 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $4,396,879 | 25,767 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $4,495,320 | 24,705 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,370,937 | 25,576 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $5,001,244 | 29,505 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,888,885 | 27,374 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $77,611,821 | 526,396 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $84,454,426 | 720,478 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $92,120,549 | 721,072 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $85,418,707 | 855,299 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $64,234,096 | 920,655 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $74,953,577 | 915,240 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $32,414,878 | 393,751 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $40,883,352 | 394,050 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $99,010 | 1,067 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $15,487 | 194 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $4,328 | 70 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $3,757 | 70 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $4,079 | 100 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||