Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$100,053,146
New position
Shares Held
624,084
first reported quarter
Ownership
0.077%
of shares outstanding
% of Portfolio
5.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 38.72635734933118.ToString("F0")%
Shared 0.ToString("F0")%
None 61.273642650668826.ToString("F0")%
Position in Software - Infrastructure
Technology · as of Mar 31, 2026AMERICAN CAPITAL MANAGEMENT INC holds $335,650,043 across 8 Software - Infrastructure names. PANW ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
624,084 | $100,053,146 | |
| 2 | FTNT |
Fortinet, Inc.
|
828,923 | $67,739,587 | |
| 3 | CGNT |
Cognyte Software Ltd.
|
6,496,210 | $52,619,301 | |
| 4 | VRNS |
Varonis Systems Inc
|
2,328,379 | $49,990,297 | |
| 5 | RAMP |
LiveRamp Holdings, Inc.
|
1,863,589 | $49,422,380 | |
| 6 | SNPS |
Synopsys Inc
|
19,453 | $7,712,725 | |
| 7 | QLYS |
Qualys, Inc.
|
83,752 | $7,357,613 | |
| 8 | ACIW |
Aci Worldwide, Inc.
|
18,410 | $754,994 |
All Filings in PANW
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $100,053,146 | 624,084 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||