ADAGE CAPITAL PARTNERS GP, L.L.C.

Position in PANW — Palo Alto Networks Inc

CIK 1165408 Boston, MA

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$262,005,666

+$127,513,218 QoQ

Shares Held

768,300

-8.4% QoQ

Ownership

0.094%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#113

of 2,904 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ADAGE CAPITAL PARTNERS GP, L.L.C. holds $3,805,832,260 across 22 Software - Infrastructure names. PANW ranks #3 (6.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	6,579,943	$2,454,450,337
2	ORCL	Oracle Corp	1,846,649	$270,626,410
3	PANW	Palo Alto Networks Inc This page	768,300	$262,005,666
4	PLTR	Palantir Technologies Inc.	2,047,700	$238,905,159
5	CRWD	CrowdStrike Holdings, Inc.	897,600	$171,248,616
6	FTNT	Fortinet, Inc.	504,990	$77,576,563
7	SNPS	Synopsys Inc	170,761	$76,171,359
8	XYZ	Block, Inc.	476,900	$36,244,400

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,005,666	768,300	-8.4%	Shares	Sole	2026-08-14
2026-03-31	$134,492,448	838,900	+237.2%	Shares	Sole	2026-05-15
2025-12-31	$45,824,539	248,776	+167.8%	Shares	Sole	2026-02-17
2025-09-30	$18,912,021	92,879	-83.5%	Shares	Sole	2025-11-14
2025-06-30	$115,089,536	562,400	+0.5%	Shares	Sole	2025-08-14
2025-03-31	$95,524,272	559,800	+2.2%	Shares	Sole	2025-05-15
2024-12-31	$99,695,884	547,900	+100.5%	Shares	Sole	2025-02-14
2024-09-30	$93,379,760	273,200	-9.8%	Shares	Sole	2024-11-14
2024-06-30	$102,686,129	302,900	+9.2%	Shares	Sole	2024-08-14
2024-03-31	$78,789,249	277,300	+8.8%	Shares	Sole	2024-05-15
2023-12-31	$75,164,912	254,900	-26.6%	Shares	Sole	2024-02-14
2023-09-30	$81,374,124	347,100	+25.5%	Shares	Sole	2023-11-14
2023-06-30	$70,648,515	276,500	—	Shares	Other	2023-08-14
No filing history on record for this holder in this stock.