Azimuth Capital Investment Management LLC

Position in PANW — Palo Alto Networks Inc

CIK 1942364 BLOOMFIELD HILLS, MI

Position in PANW

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$27,646,150

+$17,126,112 QoQ

Shares Held

81,069

+23.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#434

of 2,893 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $153,547,842 across 5 Software - Infrastructure names. PANW ranks #2 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	222,948	$83,164,062
2	PANW	Palo Alto Networks Inc This page	81,069	$27,646,150
3	CRWD	CrowdStrike Holdings, Inc.	135,684	$25,886,471
4	CPAY	Corpay, Inc.	47,932	$15,974,297
5	FTNT	Fortinet, Inc.	5,708	$876,862

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,646,150	81,069	+23.5%	Shares	Sole	2026-08-12
2026-03-31	$10,520,038	65,619	-1.5%	Shares	Sole	2026-05-12
2025-12-31	$12,267,904	66,601	-2.9%	Shares	Sole	2026-02-12
2025-09-30	$13,960,390	68,561	-2.1%	Shares	Sole	2025-11-14
2025-06-30	$14,332,371	70,037	-0.8%	Shares	Sole	2025-08-13
2025-03-31	$12,045,136	70,588	-0.5%	Shares	Sole	2025-05-13
2024-12-31	$12,910,789	70,954	+104.5%	Shares	Sole	2025-02-13
2024-09-30	$11,856,700	34,689	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$11,849,416	34,953	-41.5%	Shares	Sole	2024-08-13
2024-03-31	$16,971,084	59,730	-31.1%	Shares	Sole	2024-05-14
2023-12-31	$25,555,185	86,663	-6.2%	Shares	Sole	2024-02-13
2023-09-30	$21,653,581	92,363	-0.4%	Shares	Sole	2023-11-13
2023-06-30	$23,700,596	92,758	-15.8%	Shares	Sole	2023-08-14
2023-03-31	$22,001,161	110,149	-14.3%	Shares	Sole	2023-05-15
2022-12-31	$17,942,750	128,585	-2.9%	Shares	Sole	2023-02-14
2022-09-30	$21,679,408	132,361	+198.1%	Shares	Sole	2022-11-14
2022-06-30	$21,928,951	44,396	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.