YOUSIF CAPITAL MANAGEMENT, LLC
Position in PANW — Palo Alto Networks Inc
CIK 1858789
BLOOMFIELD HILLS, MI
Position in PANW
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$25,245,710
+$12,494,659 QoQ
Shares Held
74,030
-6.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#454
of 2,893 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026YOUSIF CAPITAL MANAGEMENT, LLC holds $433,949,596 across 42 Software - Infrastructure names. PANW ranks #3 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
738,401 | $275,438,341 | |
| 2 | ORCL |
Oracle Corp
|
172,605 | $25,295,262 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
74,030 | $25,245,710 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
214,070 | $24,975,546 | |
| 5 | FTNT |
Fortinet, Inc.
|
59,634 | $9,160,975 | |
| 6 | TWLO |
Twilio Inc
|
42,214 | $8,710,014 | |
| 7 | SNPS |
Synopsys Inc
|
17,893 | $7,981,530 | |
| 8 | OKTA |
Okta, Inc.
|
46,770 | $6,381,766 |
All Filings in PANW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,245,710 | 74,030 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $12,751,051 | 79,535 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $13,108,224 | 71,163 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $15,202,269 | 74,660 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $16,002,438 | 78,198 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $13,473,734 | 78,960 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $14,432,339 | 79,316 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $14,692,956 | 42,987 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $14,736,425 | 43,469 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $12,431,539 | 43,753 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $13,034,580 | 44,203 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $10,520,260 | 44,874 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $11,708,745 | 45,825 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $750,622 | 3,758 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $534,996 | 3,834 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $526,421 | 3,214 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $569,018 | 1,152 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $963,023 | 1,547 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $758,306 | 1,362 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||