Assenagon Asset Management S.A.
Position in PANW — Palo Alto Networks Inc
CIK 1546007
SENNINGERBERG, N4
Position in PANW
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$307,348,026
+$232,663,756 QoQ
Shares Held
901,261
+93.5% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#88
of 2,893 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, 2026Assenagon Asset Management S.A. holds $6,513,581,866 across 43 Software - Infrastructure names. PANW ranks #3 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
10,444,656 | $3,896,065,581 | |
| 2 | SNPS |
Synopsys Inc
|
2,455,402 | $1,095,281,170 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
901,261 | $307,348,026 | |
| 4 | ORCL |
Oracle Corp
|
1,718,790 | $251,888,674 | |
| 5 | PLTR |
Palantir Technologies Inc.
|
1,491,567 | $174,021,121 | |
| 6 | NTNX |
Nutanix, Inc.
|
3,262,231 | $166,243,291 | |
| 7 | VRSN |
Verisign Inc/Ca
|
310,344 | $78,070,136 | |
| 8 | XYZ |
Block, Inc.
|
937,540 | $71,253,040 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,348,026 | 901,261 | Shares | Sole | 2026-08-21 | |
| 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 | $76,323,256 | 223,298 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $5,993,696 | 17,680 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $2,865,451 | 10,085 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $33,251,553 | 112,763 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $42,677,926 | 182,042 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,944,942 | 7,612 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $22,264,618 | 111,468 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $16,153,987 | 115,766 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $9,143,249 | 55,823 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,721,380 | 3,485 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $68,506,624 | 110,049 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,463,127 | 20,589 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $19,956,089 | 41,662 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $15,541,066 | 41,884 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $14,465,011 | 44,914 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $15,643,210 | 44,017 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $25,173,292 | 102,853 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $64,429,039 | 280,529 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $8,274,087 | 50,464 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||