Linden Thomas Advisory Services, LLC

Position in PANW — Palo Alto Networks Inc

CIK 1965702 Charlotte, NC

Position in PANW

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$13,074,706

+$7,043,308 QoQ

Shares Held

38,340

+1.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#625

of 2,892 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Linden Thomas Advisory Services, LLC holds $65,130,991 across 20 Software - Infrastructure names. PANW ranks #1 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PANW	Palo Alto Networks Inc This page	38,340	$13,074,706
2	MSFT	Microsoft Corp	27,747	$10,350,185
3	FFIV	F5, Inc.	23,286	$9,686,044
4	FTNT	Fortinet, Inc.	53,077	$8,153,688
5	OKTA	Okta, Inc.	32,429	$4,424,937
6	ORCL	Oracle Corp	22,069	$3,234,211
7	NTAP	NetApp, Inc.	20,872	$3,230,150
8	PLTR	Palantir Technologies Inc.	24,405	$2,847,331

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,074,706	38,340	+1.9%	Shares	Sole	2026-07-16
2026-03-31	$6,031,398	37,621	+17.7%	Shares	Sole	2026-04-10
2025-12-31	$5,889,979	31,976	+1.8%	Shares	Sole	2026-01-16
2025-09-30	$6,398,147	31,422	+3.9%	Shares	Sole	2025-11-06
2025-06-30	$6,189,541	30,246	+22.5%	Shares	Sole	2025-07-31
2025-03-31	$4,214,296	24,697	+4.8%	Shares	Sole	2025-04-30
2024-12-31	$4,289,525	23,574	+109.9%	Shares	Sole	2025-01-21
2024-09-30	$3,838,072	11,229	+4.2%	Shares	Sole	2024-10-17
2024-06-30	$3,651,815	10,772	-3.5%	Shares	Sole	2024-07-10
2024-03-31	$3,170,038	11,157	+5.1%	Shares	Sole	2024-04-30
2023-12-31	$3,130,151	10,615	+6.0%	Shares	Sole	2024-02-01
2023-09-30	$2,347,213	10,012	-23.9%	Shares	Sole	2023-10-20
2023-06-30	$3,361,489	13,156	+1.1%	Shares	Sole	2023-07-27
2023-03-31	$2,600,015	13,017	+2.4%	Shares	Sole	2023-04-25
2022-12-31	$1,774,111	12,714	—	Shares	Sole	2023-02-17
No filing history on record for this holder in this stock.