Klingman & Associates, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1662449 New York, NY

Position in PANW

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

Position Value

$902,679

+$497,551 QoQ

Shares Held

2,647

+4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,747

of 2,885 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Klingman & Associates, LLC holds $18,613,010 across 6 Software - Infrastructure names. PANW ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	37,765	$14,087,100
2	ORCL	Oracle Corp	14,244	$2,087,458
3	PANW	Palo Alto Networks Inc This page	2,647	$902,679
4	FFIV	F5, Inc.	1,931	$803,218
5	PLTR	Palantir Technologies Inc.	4,500	$525,015
6	FTNT	Fortinet, Inc.	1,351	$207,540

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$902,679	2,647	+4.7%	Shares	Sole	2026-07-29
2026-03-31	$405,128	2,527	+32.7%	Shares	Sole	2026-05-14
2025-12-31	$350,901	1,905	-10.6%	Shares	Sole	2026-01-29
2025-09-30	$433,914	2,131	+2.2%	Shares	Sole	2025-10-27
2025-06-30	$426,674	2,085	+10.6%	Shares	Sole	2025-07-30
2025-03-31	$321,656	1,885	+7.6%	Shares	Sole	2025-05-13
2024-12-31	$318,793	1,752	+133.6%	Shares	Sole	2025-01-31
2024-09-30	$256,350	750	+4.2%	Shares	Sole	2024-11-01
2024-06-30	$244,087	720	—	Shares	Sole	2024-07-30
No filing history on record for this holder in this stock.