Main Street Research LLC

Position in PANW — Palo Alto Networks Inc

CIK 1513211 SAUSALITO, CA

Position in PANW

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$7,960,429

+$2,505,702 QoQ

Shares Held

23,343

-31.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#793

of 2,904 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Main Street Research LLC holds $36,830,656 across 6 Software - Infrastructure names. PANW ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	69,182	$25,806,269
2	PANW	Palo Alto Networks Inc This page	23,343	$7,960,429
3	PLTR	Palantir Technologies Inc.	11,444	$1,335,171
4	FTNT	Fortinet, Inc.	4,214	$647,354
5	CRWD	CrowdStrike Holdings, Inc.	2,976	$567,776
6	ORCL	Oracle Corp	3,505	$513,657

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,960,429	23,343	-31.4%	Shares	Sole	2026-07-29
2026-03-31	$5,454,727	34,024	+157.1%	Shares	Sole	2026-04-30
2025-12-31	$2,437,887	13,235	-61.6%	Shares	Sole	2026-02-09
2025-09-30	$7,015,116	34,452	+162.1%	Shares	Sole	2025-11-13
2025-06-30	$2,690,197	13,146	-4.7%	Shares	Sole	2025-08-05
2025-03-31	$2,354,149	13,796	-3.1%	Shares	Sole	2025-04-30
2024-12-31	$2,590,382	14,236	+113.9%	Shares	Sole	2025-02-07
2024-09-30	$2,274,679	6,655	-3.5%	Shares	Sole	2024-11-12
2024-06-30	$2,337,812	6,896	-92.9%	Shares	Sole	2024-07-29
2024-03-31	$27,574,532	97,049	+3.7%	Shares	Sole	2024-05-01
2023-12-31	$27,606,960	93,621	+0.6%	Shares	Sole	2024-01-30
2023-09-30	$21,815,345	93,053	+5310.1%	Shares	Sole	2023-11-03
2023-06-30	$439,477	1,720	+6.2%	Shares	Sole	2023-08-08
2023-03-31	$323,578	1,620	-88.8%	Shares	Sole	2023-05-01
2022-12-31	$2,016,492	14,451	0.0%	Shares	Sole	2023-02-06
2022-09-30	$2,366,929	14,451	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.