True North Advisors, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1634556 Dallas, TX

Position in PANW

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,067,051

+$604,047 QoQ

Shares Held

3,129

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,674

of 2,893 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

True North Advisors, LLC holds $19,215,653 across 6 Software - Infrastructure names. PANW ranks #3 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	39,011	$14,551,883
2	NTAP	NetApp, Inc.	13,584	$2,102,259
3	PANW	Palo Alto Networks Inc This page	3,129	$1,067,051
4	ORCL	Oracle Corp	6,112	$895,713
5	SNPS	Synopsys Inc	787	$351,057
6	PLTR	Palantir Technologies Inc.	2,123	$247,690

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,051	3,129	+8.3%	Shares	Sole	2026-07-22
2026-03-31	$463,004	2,888	+14.0%	Shares	Sole	2026-05-07
2025-12-31	$466,762	2,534	+5.1%	Shares	Sole	2026-01-22
2025-09-30	$490,927	2,411	-28.5%	Shares	Sole	2025-10-14
2025-06-30	$689,841	3,371	+3.2%	Shares	Sole	2025-07-16
2025-03-31	$557,651	3,268	+7.4%	Shares	Sole	2025-05-12
2024-12-31	$553,522	3,042	+116.4%	Shares	Sole	2025-01-17
2024-09-30	$480,570	1,406	-3.5%	Shares	Sole	2024-10-08
2024-06-30	$493,937	1,457	-1.6%	Shares	Sole	2024-08-12
2024-03-31	$420,796	1,481	+3.0%	Shares	Sole	2024-04-12
2023-12-31	$424,037	1,438	-0.2%	Shares	Sole	2024-01-22
2023-09-30	$337,828	1,441	+2.6%	Shares	Sole	2023-11-14
2023-06-30	$358,991	1,405	-3.8%	Shares	Sole	2023-08-10
2023-03-31	$291,820	1,461	0.0%	Shares	Sole	2023-05-15
2022-12-31	$203,867	1,461	0.0%	Shares	Sole	2023-02-13
2022-09-30	$239,297	1,461	+200.0%	Shares	Sole	2022-11-14
2022-06-30	$240,548	487	-11.5%	Shares	Sole	2022-07-28
2022-03-31	$342,380	550	-38.7%	Shares	Sole	2022-05-12
2021-12-31	$499,413	897	0.0%	Shares	Sole	2022-02-11
2021-09-30	$429,662	897	-14.3%	Shares	Sole	2022-06-07
2021-06-30	$388,489	1,047	-6.3%	Shares	Sole	2022-06-07
2021-03-31	$359,741	1,117	—	Shares	Sole	2022-06-07
No filing history on record for this holder in this stock.