Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,649,125
+$2,558,553 QoQ
Shares Held
13,633
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,018
of 2,893 holders
Holding Since
Dec 2022
15 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, 2026Impax Asset Management Group plc holds $752,772,932 across 10 Software - Infrastructure names. PANW ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,350,648 | $503,818,716 | |
| 2 | SNPS |
Synopsys Inc
|
332,929 | $148,509,639 | |
| 3 | ORCL |
Oracle Corp
|
165,432 | $24,244,059 | |
| 4 | TDC |
Teradata Corp /De/
|
684,529 | $23,718,929 | |
| 5 | NTCT |
Netscout Systems Inc
|
470,000 | $20,468,500 | |
| 6 | ATEN |
A10 Networks, Inc.
|
410,000 | $15,317,600 | |
| 7 | TWLO |
Twilio Inc
|
35,064 | $7,234,755 | |
| 8 | PANW |
Palo Alto Networks Inc
This page
|
13,633 | $4,649,125 |
All Filings in PANW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,649,125 | 13,633 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $2,090,572 | 13,040 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $13,214,139 | 71,738 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $27,447,365 | 134,797 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $29,383,848 | 143,588 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $22,873,950 | 134,048 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $32,465,303 | 178,420 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $34,920,680 | 102,167 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $35,218,053 | 103,885 | Shares | Defined | 2024-11-08 | |
| 2024-03-31 | $37,915,443 | 133,444 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $34,223,477 | 116,059 | Shares | Defined | 2024-01-26 | |
| 2023-09-30 | $36,095,320 | 153,964 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $36,744,382 | 143,808 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,849,991 | 9,262 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $1,185,671 | 8,497 | Shares | Defined | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||