ARTHUR M. COHEN & ASSOCIATES, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1692252
NORTHBROOK, IL
Position in PANW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,540,270
-$229,913 QoQ
Shares Held
15,845
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 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 Mar 31, 2026ARTHUR M. COHEN & ASSOCIATES, LLC holds $35,822,321 across 6 Software - Infrastructure names. PANW ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
56,389 | $20,873,516 | |
| 2 | CRWD |
CrowdStrike Holdings, Inc.
|
19,200 | $7,495,872 | |
| 3 | PLTR |
Palantir Technologies Inc.
|
20,383 | $2,981,625 | |
| 4 | PANW |
Palo Alto Networks Inc
This page
|
15,845 | $2,540,270 | |
| 5 | ORCL |
Oracle Corp
|
10,715 | $1,576,283 | |
| 6 | OSPN |
OneSpan Inc.
|
33,690 | $354,755 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,540,270 | 15,845 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,770,183 | 15,039 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,675,974 | 13,142 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,646,404 | 12,932 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $2,156,377 | 12,637 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,280,322 | 12,532 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,069,940 | 6,056 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,661,827 | 4,902 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,169,763 | 4,117 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $815,932 | 2,767 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $536,164 | 2,287 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $584,351 | 2,287 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $370,917 | 1,857 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $259,125 | 1,857 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $304,158 | 1,857 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $305,748 | 619 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $385,333 | 619 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||