Position in PANW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$192,222
+$108,043 QoQ
Shares Held
1,199
+162.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 85.9883236030025.ToString("F0")%
Shared 14.011676396997498.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GW&K Investment Management, LLC holds $143,085,218 across 20 Software - Infrastructure names. PANW ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
272,689 | $100,941,287 | |
| 2 | SAIL |
SailPoint, Inc.
|
3,087,950 | $40,884,457 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
2,396 | $350,486 | |
| 4 | ORCL |
Oracle Corp
|
1,621 | $238,465 | |
| 5 | PANW |
Palo Alto Networks Inc
This page
|
1,199 | $192,222 | |
| 6 | CPAY |
Corpay, Inc.
|
318 | $92,534 | |
| 7 | TWLO |
Twilio Inc
|
593 | $74,611 | |
| 8 | NET |
Cloudflare, Inc.
|
332 | $68,504 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $192,222 | 1,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $84,179 | 457 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $93,461 | 459 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $87,381 | 427 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $68,426 | 401 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $63,867 | 351 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,394 | 172 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $21,696 | 128 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,774 | 104 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $14,301 | 97 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $10,432 | 89 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,092 | 79 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||