HEADINVEST, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1372130 Portland, ME

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,789,073

+$2,012,407 QoQ

Shares Held

11,111

+0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#1,085

of 2,893 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HEADINVEST, LLC holds $25,818,201 across 5 Software - Infrastructure names. PANW ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	42,470	$15,842,159
2	ORCL	Oracle Corp	31,910	$4,676,410
3	PANW	Palo Alto Networks Inc This page	11,111	$3,789,073
4	CRWD	CrowdStrike Holdings, Inc.	4,172	$795,955
5	SNPS	Synopsys Inc	1,602	$714,604

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,789,073	11,111	+0.3%	Shares	Sole	2026-08-14
2026-03-31	$1,776,666	11,082	+4.9%	Shares	Sole	2026-05-15
2025-12-31	$1,945,520	10,562	+0.9%	Shares	Sole	2026-02-02
2025-09-30	$2,130,679	10,464	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$2,172,867	10,618	-30.9%	Shares	Sole	2025-08-14
2025-03-31	$2,622,566	15,369	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$2,793,813	15,354	+101.9%	Shares	Sole	2025-02-18
2024-09-30	$2,599,730	7,606	+3.7%	Shares	Sole	2024-11-15
2024-06-30	$2,486,977	7,336	-0.7%	Shares	Sole	2024-08-14
2024-03-31	$2,098,584	7,386	+0.1%	Shares	Sole	2024-08-14
2023-12-31	$2,175,329	7,377	-5.9%	Shares	Sole	2024-02-12
2023-09-30	$1,837,775	7,839	-0.3%	Shares	Sole	2023-12-11
2023-06-30	$2,008,308	7,860	-1.5%	Shares	Sole	2023-08-23
2023-03-31	$1,594,524	7,983	-4.3%	Shares	Sole	2023-05-17
2022-12-31	$1,164,461	8,345	-0.1%	Shares	Sole	2023-02-13
2022-09-30	$1,367,974	8,352	+202.1%	Shares	Sole	2022-12-28
2022-06-30	$1,365,743	2,765	+0.6%	Shares	Sole	2022-08-12
2022-03-31	$1,710,658	2,748	+2.7%	Shares	Sole	2022-05-13
2021-12-31	$1,489,889	2,676	+0.6%	Shares	Sole	2022-02-11
2021-09-30	$1,274,139	2,660	+1.1%	Shares	Sole	2021-11-16
2021-06-30	$976,233	2,631	+13.7%	Shares	Sole	2021-08-30
2021-03-31	$745,247	2,314	+12.4%	Shares	Sole	2021-05-13
2020-12-31	$731,748	2,059	+65.6%	Shares	Sole	2021-02-16
2020-09-30	$304,224	1,243	—	Shares	Sole	2020-11-24
No filing history on record for this holder in this stock.