Champlain Investment Partners, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1315478
BURLINGTON, VT
Position in PANW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,425,710
-$23,644,590 QoQ
Shares Held
106,814
-71.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#373
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Champlain Investment Partners, LLC holds $428,802,670 across 11 Software - Infrastructure names. PANW ranks #6 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTNX |
Nutanix, Inc.
|
2,034,277 | $103,666,755 | |
| 2 | OKTA |
Okta, Inc.
|
412,985 | $56,351,803 | |
| 3 | SNPS |
Synopsys Inc
|
121,225 | $54,074,835 | |
| 4 | RBRK |
Rubrik, Inc.
|
456,286 | $36,630,640 | |
| 5 | TOST |
Toast, Inc.
|
1,313,974 | $36,554,756 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
106,814 | $36,425,710 | |
| 7 | MDB |
MongoDB, Inc.
|
76,575 | $25,721,542 | |
| 8 | S |
SentinelOne, Inc.
|
1,421,491 | $24,122,702 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,425,710 | 106,814 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $60,070,300 | 374,690 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $77,127,303 | 418,715 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $102,464,638 | 503,215 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $133,913,346 | 654,385 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $117,482,227 | 688,480 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $135,852,791 | 746,608 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $139,544,635 | 408,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $158,839,067 | 468,538 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $132,797,531 | 467,383 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $179,057,918 | 607,223 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $148,341,441 | 632,748 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $192,645,086 | 753,963 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $254,611,174 | 1,274,713 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $180,130,511 | 1,290,888 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $212,782,537 | 1,299,118 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $218,959,067 | 443,291 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $332,730,456 | 534,498 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $347,163,675 | 623,543 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $344,897,099 | 720,036 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $277,447,221 | 747,735 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $240,340,644 | 746,260 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $231,058,715 | 650,155 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $211,816,613 | 865,440 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $197,270,281 | 858,930 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $145,640,107 | 888,265 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||