TimesSquare Capital Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1313816 NEW YORK, NY

Position in PANW

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$105,233,315

+$20,207,764 QoQ

Shares Held

308,584

-41.8% QoQ

Ownership

0.038%

of shares outstanding

% of Portfolio

1.54%

of 13F equity value

Holder Rank

#202

of 2,911 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Technology · as of Jun 30, 2026

TimesSquare Capital Management, LLC holds $237,435,740 across 6 Software - Infrastructure names. PANW ranks #1 (44.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	308,584	$105,233,315
2	IOT	Samsara Inc.	1,280,808	$41,536,603
3	NTSK	Netskope Inc	3,059,593	$33,471,947
4	AKAM	Akamai Technologies Inc	230,524	$27,250,242
5	PAY	Paymentus Holdings, Inc.	620,222	$14,984,563
6	CRWD	CrowdStrike Holdings, Inc.	78,408	$14,959,070

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$105,233,315	308,584	-41.8%	Shares	Sole	2026-08-07
2026-03-31	$85,025,551	530,349	+5447.6%	Shares	Sole	2026-05-07
2024-12-31	$1,739,537	9,560	-90.7%	Shares	Sole	2025-02-03
2024-09-30	$35,239,580	103,100	-39.8%	Shares	Sole	2024-11-04
2024-06-30	$58,053,428	171,244	-9.6%	Shares	Sole	2024-08-08
2024-03-31	$53,828,144	189,449	-37.1%	Shares	Sole	2024-05-07
2023-12-31	$88,873,588	301,389	-35.2%	Shares	Sole	2024-02-07
2023-09-30	$109,008,739	464,975	-9.2%	Shares	Sole	2023-11-17
2023-06-30	$130,778,705	511,834	-14.1%	Shares	Sole	2023-08-09
2023-03-31	$119,083,789	596,194	-8.8%	Shares	Sole	2023-05-10
2022-12-31	$91,222,740	653,739	-5.6%	Shares	Sole	2023-02-10
2022-09-30	$113,368,886	692,160	+177.9%	Shares	Sole	2022-11-09
2022-06-30	$123,040,404	249,100	-6.5%	Shares	Sole	2022-08-05
2022-03-31	$165,883,405	266,475	+13.1%	Shares	Sole	2022-05-06
2021-12-31	$131,172,608	235,600	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.