Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,097,945,924
+$152,724,786 QoQ
Shares Held
19,323,515
+20.9% QoQ
Ownership
2.37%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.8616918298767.ToString("F0")%
Shared 0.ToString("F0")%
None 0.13830817012329277.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026GEODE CAPITAL MANAGEMENT, LLC holds $101,313,148,501 across 146 Software - Infrastructure names. PANW ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
188,501,918 | $69,777,754,985 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
55,871,332 | $8,172,858,444 | |
| 3 | ORCL |
Oracle Corp
|
38,948,218 | $5,729,672,349 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
19,323,515 | $3,097,945,924 | |
| 5 | SNPS |
Synopsys Inc
|
4,564,997 | $1,809,930,010 | |
| 6 | FTNT |
Fortinet, Inc.
|
17,461,777 | $1,426,976,416 | |
| 7 | NET |
Cloudflare, Inc.
|
5,993,429 | $1,236,684,139 | |
| 8 | XYZ |
Block, Inc.
|
14,714,249 | $885,503,504 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,308,575,830 | 7,656,968 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,260,450,705 | 7,436,068 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $996,419,048 | 7,013,825 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $995,286,642 | 6,750,452 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $689,993,023 | 5,886,308 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $729,407,974 | 5,709,428 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $337,221,141 | 3,376,601 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $229,113,586 | 3,283,841 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $265,800,541 | 3,245,626 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $88,716,362 | 1,077,658 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $137,773,957 | 1,327,920 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $116,495,121 | 1,255,426 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $89,210,838 | 1,117,464 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $70,042,837 | 1,132,615 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $58,016,729 | 1,080,855 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $57,744,925 | 974,899 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $38,236,997 | 937,372 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $37,825,735 | 988,177 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $26,904,337 | 984,544 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||