Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$33,497,371
-$8,704,143 QoQ
Shares Held
98,227
-62.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#390
of 2,914 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Sep 30, 2022CallValue
$1,310
CallShares
16
PutValue
$491
PutShares
6
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NATIXIS holds $1,013,819,905 across 29 Software - Infrastructure names. PANW ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,551,564 | $578,764,403 | |
| 2 | ORCL |
Oracle Corp
|
1,874,488 | $274,706,216 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
98,227 | $33,497,371 | |
| 4 | NET |
Cloudflare, Inc.
|
116,593 | $28,597,931 | |
| 5 | FTNT |
Fortinet, Inc.
|
170,915 | $26,255,962 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
102,000 | $19,460,070 | |
| 7 | RBRK |
Rubrik, Inc.
|
163,674 | $13,139,748 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
59,500 | $6,941,865 |
All Filings in PANW
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,497,371 | 98,227 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,201,514 | 263,233 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $22,216,730 | 120,612 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $13,961,973 | 68,227 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $26,449,370 | 155,001 | Shares | Sole | 2025-07-18 | |
| 2024-09-30 | $9,855,803 | 28,835 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $9,797,049 | 28,899 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,020,275 | 31,747 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $5,136,514 | 17,419 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $5,101,883 | 21,762 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,560,408 | 21,762 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,501,239 | 27,542 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,807,627 | 27,287 | Shares | Defined | 2023-02-24 | |
| 2022-09-30 | $1,310 | 8 | Call | Sole | 2022-11-14 | |
| 2022-09-30 | $491 | 3 | Put | Sole | 2022-11-14 | |
| 2022-09-30 | $85,209,945 | 520,239 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $56,465,222 | 114,316 | Shares | Sole | 2022-08-12 | |
| 2022-06-30 | $0 | 0 | Call | Sole | 2022-08-12 | |
| 2022-06-30 | $2,469 | 5 | Put | Sole | 2022-08-12 | |
| 2022-03-31 | $29,193,860 | 46,897 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $92,323,022 | 165,822 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $85,263,879 | 178,004 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,391,493 | 46,871 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,314,958 | 16,503 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $11,087,462 | 31,198 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,178,864 | 17,074 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,844,901 | 16,741 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $3,585,808 | 21,870 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||