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Equibles

Palogic Value Management, L.P.

Position in PANW — Palo Alto Networks Inc

CIK 1532943 DALLAS, TX
Back to PANW Full portfolio

Position in PANW

as of Jun 30, 2026 · filed Sep 9, 2026
Position Value
$2,233,339
+$1,125,528 QoQ
Shares Held
6,549
-5.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,336
of 2,914 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PANW Over Time

Shares Held

Position Value (USD)

Derivatives in PANW

reported options exposure · as of Mar 31, 2026
CallValue
$1,202,400
CallShares
7,500
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Palogic Value Management, L.P. holds $20,776,217 across 11 Software - Infrastructure names. PANW ranks #3 (10.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MSFT
Microsoft Corp
 21,091 $7,867,364
2 FLYW
Flywire Corp
 200,279 $3,518,902
3 PANW
Palo Alto Networks Inc
This page 		6,549 $2,233,339
4 EEFT
Euronet Worldwide, Inc.
 25,033 $1,832,165
5 BAND
Bandwidth Inc.
 22,520 $1,425,516
6 MQ
Marqeta, Inc.
 87,620 $1,422,940
7 RPD
Rapid7, Inc.
 105,142 $851,650
8 PLTR
Palantir Technologies Inc.
 5,000 $583,350

All Filings in PANW

Export CSV
16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,233,339 6,549
2026-03-31 $1,202,400 7,500
2026-03-31 $1,107,811 6,910
2025-12-31 $1,151,986 6,254
2025-09-30 $1,205,226 5,919
2025-06-30 $920,880 4,500
2025-03-31 $767,880 4,500
2024-12-31 $818,820 4,500
2024-09-30 $769,050 2,250
2024-06-30 $762,772 2,250
2024-03-31 $639,292 2,250
2023-12-31 $663,480 2,250
2023-09-30 $527,490 2,250
2023-06-30 $574,897 2,250
2023-03-31 $449,415 2,250
2022-12-31 $313,965 2,250