Position in PANW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$42,201,514
+$19,984,784 QoQ
Shares Held
263,233
+118.2% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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
8
PutValue
$491
PutShares
3
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 Mar 31, 2026NATIXIS holds $1,358,102,130 across 31 Software - Infrastructure names. PANW ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,574,534 | $953,015,250 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
752,090 | $110,015,725 | |
| 3 | ORCL |
Oracle Corp
|
666,374 | $98,030,279 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
263,233 | $42,201,514 | |
| 5 | NTAP |
NetApp, Inc.
|
377,507 | $38,652,941 | |
| 6 | NET |
Cloudflare, Inc.
|
99,612 | $20,553,940 | |
| 7 | TWLO |
Twilio Inc
|
148,765 | $18,717,612 | |
| 8 | GDDY |
GoDaddy Inc.
|
173,436 | $14,337,954 |
All Filings in PANW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||