TimesSquare Capital Management, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1313816 NEW YORK, NY

Position in PANW

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$85,025,551

+$83,286,014 QoQ

Shares Held

530,349

+5447.6% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

1.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Technology · as of Mar 31, 2026

TimesSquare Capital Management, LLC holds $183,149,633 across 7 Software - Infrastructure names. PANW ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	530,349	$85,025,551
2	IOT	Samsara Inc.	1,280,972	$40,594,002
3	NTSK	Netskope Inc	3,294,987	$27,974,439
4	PAY	Paymentus Holdings, Inc.	660,032	$16,764,812
5	CLBT	Cellebrite DI Ltd.	504,182	$6,947,627
6	AKAM	Akamai Technologies Inc	34,148	$3,921,897
7	CRWD	CrowdStrike Holdings, Inc.	19,685	$1,921,305

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$17,619,790	103,100	-39.8%	Shares	Sole	2024-11-04
2024-06-30	$29,026,714	171,244	-9.6%	Shares	Sole	2024-08-08
2024-03-31	$26,914,072	189,449	-37.1%	Shares	Sole	2024-05-07
2023-12-31	$44,436,794	301,389	-35.2%	Shares	Sole	2024-02-07
2023-09-30	$54,504,369	464,975	-9.2%	Shares	Sole	2023-11-17
2023-06-30	$65,389,352	511,834	-14.1%	Shares	Sole	2023-08-09
2023-03-31	$59,541,894	596,194	-8.8%	Shares	Sole	2023-05-10
2022-12-31	$45,611,370	653,739	-5.6%	Shares	Sole	2023-02-10
2022-09-30	$56,684,443	692,160	+177.9%	Shares	Sole	2022-11-09
2022-06-30	$20,506,734	249,100	-6.5%	Shares	Sole	2022-08-05
2022-03-31	$27,647,234	266,475	+13.1%	Shares	Sole	2022-05-06
2021-12-31	$21,862,101	235,600	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.