Position in PANW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,416,968,109
+$629,669,134 QoQ
Shares Held
4,155,088
-15.4% QoQ
Ownership
0.510%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#29
of 2,893 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026Clearbridge Investments, LLC holds $6,269,726,638 across 20 Software - Infrastructure names. PANW ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
6,205,738 | $2,314,864,387 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
4,155,088 | $1,416,968,109 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
3,250,824 | $620,208,456 | |
| 4 | ORCL |
Oracle Corp
|
4,214,719 | $617,667,069 | |
| 5 | SNPS |
Synopsys Inc
|
819,127 | $365,387,980 | |
| 6 | NET |
Cloudflare, Inc.
|
912,622 | $223,847,924 | |
| 7 | XYZ |
Block, Inc.
|
1,851,568 | $140,719,168 | |
| 8 | RBRK |
Rubrik, Inc.
|
1,577,133 | $126,612,237 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,416,968,109 | 4,155,088 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $787,298,975 | 4,910,797 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,031,819,325 | 5,601,625 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,193,029,331 | 5,859,097 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,075,360,280 | 5,254,888 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $794,531,237 | 4,656,184 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $868,890,115 | 4,775,171 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $873,313,013 | 2,555,041 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $783,484,213 | 2,757,485 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $924,904,979 | 3,136,547 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $728,295,830 | 3,106,534 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $917,535,387 | 3,590,996 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $769,453,009 | 3,852,273 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $630,073,753 | 4,515,363 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,044,071,493 | 6,374,452 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,110,780,713 | 2,248,818 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,562,004,461 | 2,509,203 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,436,950,275 | 2,580,916 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,283,892,861 | 2,680,362 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,024,357,916 | 2,760,699 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $893,051,034 | 2,772,932 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $989,738,251 | 2,784,934 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $630,463,788 | 2,575,948 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $606,845,258 | 2,642,251 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $394,259,516 | 2,404,605 | Shares | Defined | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||