Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,689,302,704
+$3,591,356,780 QoQ
Shares Held
19,615,573
+1.5% QoQ
Ownership
2.41%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#9
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $112,804,390,056 across 148 Software - Infrastructure names. PANW ranks #2 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
189,632,090 | $70,736,562,210 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
19,615,573 | $6,689,302,704 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
55,334,968 | $6,455,930,716 | |
| 4 | ORCL |
Oracle Corp
|
39,248,959 | $5,751,934,940 | |
| 5 | CRWD |
CrowdStrike Holdings, Inc.
|
24,333,356 | $4,642,439,323 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,439,799 | $2,679,101,921 | |
| 7 | SNPS |
Synopsys Inc
|
4,510,929 | $2,012,190,098 | |
| 8 | NET |
Cloudflare, Inc.
|
5,963,905 | $1,462,826,617 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,689,302,704 | 19,615,573 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,097,945,924 | 19,323,515 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,945,221,138 | 15,989,257 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,145,623,773 | 15,448,501 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,105,213,293 | 15,174,029 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,560,448,762 | 15,004,974 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,616,969,826 | 14,382,116 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,617,151,661 | 7,656,968 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $2,520,901,412 | 7,436,068 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $1,992,838,097 | 7,013,825 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,990,573,285 | 6,750,452 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,379,986,047 | 5,886,308 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,458,815,948 | 5,709,428 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $674,442,283 | 3,376,601 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $458,227,173 | 3,283,841 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $531,601,082 | 3,245,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $532,298,176 | 1,077,658 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $826,643,744 | 1,327,920 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $698,970,728 | 1,255,426 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $535,265,032 | 1,117,464 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $420,257,022 | 1,132,615 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $348,100,377 | 1,080,855 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $346,469,550 | 974,899 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $229,421,984 | 937,372 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $226,954,413 | 988,177 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $161,426,030 | 984,544 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||