Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$195,381,952
+$95,328,806 QoQ
Shares Held
572,934
-8.2% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
8.78%
of 13F equity value
Holder Rank
#142
of 2,893 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 42%
Shared 0%
None 58%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026AMERICAN CAPITAL MANAGEMENT INC holds $475,589,735 across 8 Software - Infrastructure names. PANW ranks #1 (41.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
572,934 | $195,381,952 | |
| 2 | FTNT |
Fortinet, Inc.
|
729,885 | $112,124,933 | |
| 3 | VRNS |
Varonis Systems Inc
|
2,241,704 | $94,061,899 | |
| 4 | CGNT |
Cognyte Software Ltd.
|
6,183,567 | $54,291,718 | |
| 5 | RAMP |
LiveRamp Holdings, Inc.
|
246,042 | $9,261,020 | |
| 6 | SNPS |
Synopsys Inc
|
19,196 | $8,562,759 | |
| 7 | QLYS |
Qualys, Inc.
|
7,125 | $979,616 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
18,410 | $925,838 |
All Filings in PANW
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,381,952 | 572,934 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $100,053,146 | 624,084 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||