VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Position in PANW — Palo Alto Networks Inc
CIK 1367401
AMSTERDAM, P7
Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,722,809
+$8,676,593 QoQ
Shares Held
51,970
-7.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#550
of 2,904 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. holds $1,048,885,073 across 7 Software - Infrastructure names. PANW ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,775,420 | $662,267,168 | |
| 2 | CPAY |
Corpay, Inc.
|
922,400 | $307,408,248 | |
| 3 | ORCL |
Oracle Corp
|
138,993 | $20,369,424 | |
| 4 | ACIW |
Aci Worldwide, Inc.
|
394,318 | $19,830,252 | |
| 5 | AKAM |
Akamai Technologies Inc
|
162,980 | $19,265,865 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
51,970 | $17,722,809 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
17,325 | $2,021,307 |
All Filings in PANW
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,722,809 | 51,970 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $9,046,216 | 56,426 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,356,298 | 61,652 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,914,620 | 58,514 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,694,766 | 57,148 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||