Position in PANW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,778,465
+$45,353,617 QoQ
Shares Held
251,535
-0.2% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#224
of 2,914 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026EVENTIDE ASSET MANAGEMENT, LLC holds $258,186,141 across 13 Software - Infrastructure names. PANW ranks #1 (33.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PANW |
Palo Alto Networks Inc
This page
|
251,535 | $85,778,465 | |
| 2 | TOST |
Toast, Inc.
|
2,494,706 | $69,402,720 | |
| 3 | MDB |
MongoDB, Inc.
|
114,962 | $38,615,735 | |
| 4 | RELY |
Remitly Global, Inc.
|
1,332,003 | $29,850,187 | |
| 5 | RBRK |
Rubrik, Inc.
|
216,431 | $17,375,080 | |
| 6 | CRWV |
CoreWeave, Inc.
|
99,209 | $9,875,263 | |
| 7 | CRWD |
CrowdStrike Holdings, Inc.
|
14,076 | $2,685,489 | |
| 8 | FTNT |
Fortinet, Inc.
|
12,994 | $1,996,138 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,778,465 | 251,535 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,424,848 | 252,151 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,873,122 | 145,891 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $28,689,447 | 140,897 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $27,174,350 | 132,791 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,168,524 | 129,914 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $23,267,953 | 127,874 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $34,049,432 | 99,618 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $72,877,996 | 214,973 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $61,168,074 | 215,282 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $123,408,164 | 418,503 | Shares | Sole | 2024-02-20 | |
| 2023-09-30 | $124,939,640 | 532,928 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $181,570,771 | 710,621 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $171,642,973 | 859,332 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $98,735,713 | 707,580 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $114,501,330 | 699,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $109,969,275 | 222,637 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $125,303,210 | 201,287 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $84,620,251 | 151,987 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $72,801,742 | 151,987 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $55,411,523 | 149,337 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $48,063,298 | 149,237 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $52,783,618 | 148,523 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $35,562,693 | 145,302 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $32,575,675 | 141,837 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $23,255,622 | 141,837 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||