S&CO INC

Position in PANW — Palo Alto Networks Inc

CIK 1082461 BOSTON, MA

Position in PANW

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$31,323,369

+$17,387,553 QoQ

Shares Held

91,852

+5.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

2.50%

of 13F equity value

Holder Rank

#411

of 2,904 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

S&CO INC holds $112,300,054 across 4 Software - Infrastructure names. PANW ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	198,340	$73,984,786
2	PANW	Palo Alto Networks Inc This page	91,852	$31,323,369
3	RBRK	Rubrik, Inc.	53,612	$4,303,971
4	OKTA	Okta, Inc.	19,699	$2,687,928

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,323,369	91,852	+5.7%	Shares	Sole	2026-08-06
2026-03-31	$13,935,816	86,925	+4.3%	Shares	Sole	2026-05-07
2025-12-31	$15,352,333	83,346	+0.1%	Shares	Sole	2026-02-05
2025-09-30	$16,952,179	83,254	+25.6%	Shares	Sole	2025-11-06
2025-06-30	$13,568,450	66,304	0.0%	Shares	Sole	2025-08-07
2025-03-31	$11,314,114	66,304	0.0%	Shares	Sole	2025-05-08
2024-12-31	$12,064,675	66,304	+100.0%	Shares	Sole	2025-02-07
2024-09-30	$11,331,353	33,152	0.0%	Shares	Sole	2024-11-07
2024-06-30	$11,238,859	33,152	+9.9%	Shares	Sole	2024-08-08
2024-03-31	$8,567,087	30,152	+5.0%	Shares	Sole	2024-05-09
2023-12-31	$8,465,120	28,707	0.0%	Shares	Sole	2024-02-12
2023-09-30	$6,730,069	28,707	0.0%	Shares	Sole	2023-11-09
2023-06-30	$7,334,925	28,707	0.0%	Shares	Sole	2023-08-08
2023-03-31	$5,733,936	28,707	0.0%	Shares	Sole	2023-05-09
2022-12-31	$4,005,774	28,707	0.0%	Shares	Sole	2023-02-07
2022-09-30	$4,701,919	28,707	+200.0%	Shares	Sole	2022-11-09
2022-06-30	$4,726,509	9,569	0.0%	Shares	Sole	2022-08-09
2022-03-31	$5,956,800	9,569	+4.4%	Shares	Sole	2022-05-05
2021-12-31	$5,104,930	9,169	+27.9%	Shares	Sole	2022-02-08
2021-09-30	$3,433,949	7,169	0.0%	Shares	Sole	2021-11-09
2021-06-30	$2,660,058	7,169	0.0%	Shares	Sole	2021-07-14
2021-03-31	$2,308,849	7,169	0.0%	Shares	Sole	2021-04-23
2020-12-31	$2,547,792	7,169	0.0%	Shares	Sole	2021-01-28
2020-09-30	$1,754,614	7,169	0.0%	Shares	Sole	2020-12-11
2020-06-30	$1,646,502	7,169	-4.7%	Shares	Sole	2020-12-16
2020-03-31	$1,232,816	7,519	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.