Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$102,040,954
+$19,434,622 QoQ
Shares Held
636,483
+41.9% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 79.87298953781955.ToString("F0")%
Shared 0.ToString("F0")%
None 20.12701046218045.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026WESTFIELD CAPITAL MANAGEMENT CO LP holds $1,510,266,224 across 13 Software - Infrastructure names. PANW ranks #4 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,649,513 | $610,600,227 | |
| 2 | IOT |
Samsara Inc.
|
5,072,821 | $160,757,697 | |
| 3 | NET |
Cloudflare, Inc.
|
541,566 | $111,746,728 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
636,483 | $102,040,954 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
674,557 | $98,674,197 | |
| 6 | FFIV |
F5, Inc.
|
298,542 | $86,377,156 | |
| 7 | CALX |
Calix, Inc
|
1,546,101 | $75,743,487 | |
| 8 | ZS |
Zscaler, Inc.
|
427,919 | $60,032,756 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $102,040,954 | 636,483 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $82,606,332 | 448,460 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $75,412,499 | 370,359 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $20,254,349 | 142,571 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $33,818,165 | 229,369 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $33,757,132 | 287,981 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $47,054,466 | 368,318 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $53,773,403 | 538,434 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $37,892,645 | 543,108 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $43,846,664 | 535,401 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $14,457,700 | 175,621 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,614,072 | 208,325 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,133,202 | 195,415 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $16,075,632 | 201,365 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,472,152 | 217,849 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $9,192,242 | 171,252 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,762,009 | 114,162 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||