Assenagon Asset Management S.A.
Position in PANW — Palo Alto Networks Inc
CIK 1546007
SENNINGERBERG, N4
Position in PANW
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$74,684,270
+$65,854,828 QoQ
Shares Held
465,845
+871.8% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026Assenagon Asset Management S.A. holds $6,455,243,266 across 38 Software - Infrastructure names. PANW ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
13,647,948 | $5,052,060,911 | |
| 2 | SNPS |
Synopsys Inc
|
1,760,256 | $697,906,298 | |
| 3 | ORCL |
Oracle Corp
|
1,097,559 | $161,461,904 | |
| 4 | VRSN |
Verisign Inc/Ca
|
484,551 | $120,343,086 | |
| 5 | GDDY |
GoDaddy Inc.
|
970,543 | $80,234,789 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
465,845 | $74,684,270 | |
| 7 | MDB |
MongoDB, Inc.
|
106,807 | $26,143,149 | |
| 8 | ZS |
Zscaler, Inc.
|
181,356 | $25,442,433 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,684,270 | 465,845 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $8,829,442 | 47,934 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $12,887,313 | 63,291 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $37,799,668 | 184,713 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $7,139,065 | 41,837 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $3,978,009 | 21,862 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $38,161,628 | 223,298 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,996,848 | 17,680 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,432,725 | 10,085 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $16,625,776 | 112,763 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $21,338,963 | 182,042 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $972,471 | 7,612 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $11,132,309 | 111,468 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8,076,993 | 115,766 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $4,571,624 | 55,823 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $286,896 | 3,485 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $11,417,770 | 110,049 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,910,521 | 20,589 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,326,014 | 41,662 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,590,177 | 41,884 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $2,410,835 | 44,914 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $2,607,201 | 44,017 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $4,195,548 | 102,853 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $10,738,173 | 280,529 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,379,014 | 50,464 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||