Baldwin Investment Management, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1346378
WEST CONSHOHOCKEN, PA
Position in PANW
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,737,144
+$5,475,358 QoQ
Shares Held
28,553
+7.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.72%
of 13F equity value
Holder Rank
#712
of 2,893 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Baldwin Investment Management, LLC holds $34,140,782 across 7 Software - Infrastructure names. PANW ranks #2 (28.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
44,413 | $16,566,937 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
28,553 | $9,737,144 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
16,572 | $3,161,689 | |
| 4 | SNPS |
Synopsys Inc
|
5,468 | $2,439,110 | |
| 5 | ORCL |
Oracle Corp
|
11,520 | $1,688,256 | |
| 6 | CHKP |
Check Point Software Technologies Ltd
|
2,308 | $303,340 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
2,094 | $244,306 |
All Filings in PANW
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,737,144 | 28,553 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,261,786 | 26,583 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,540,161 | 24,648 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,938,803 | 24,255 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,265,720 | 20,845 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,247,279 | 19,030 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,931,557 | 16,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,743,628 | 8,027 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,693,095 | 7,944 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,390,101 | 8,412 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,237,844 | 7,589 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,710,005 | 7,294 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,933,444 | 7,567 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,449,513 | 7,257 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $285,497 | 578 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $322,460 | 518 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||