OFI INVEST ASSET MANAGEMENT
Position in PANW — Palo Alto Networks Inc
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in PANW
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$77,372,997
+$25,404,283 QoQ
Shares Held
482,616
+71.1% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026OFI INVEST ASSET MANAGEMENT holds $760,109,813 across 17 Software - Infrastructure names. PANW ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
1,001,069 | $370,565,711 | |
| 2 | PLTR |
Palantir Technologies Inc.
|
868,841 | $127,094,061 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
482,616 | $77,372,997 | |
| 4 | MDB |
MongoDB, Inc.
|
204,895 | $50,152,149 | |
| 5 | ORCL |
Oracle Corp
|
289,295 | $42,558,187 | |
| 6 | OKTA |
Okta, Inc.
|
304,743 | $23,986,321 | |
| 7 | ZS |
Zscaler, Inc.
|
102,269 | $14,347,318 | |
| 8 | FTNT |
Fortinet, Inc.
|
154,678 | $12,640,286 |
All Filings in PANW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,372,997 | 482,616 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $51,968,714 | 282,132 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $58,333,668 | 286,483 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $45,402,044 | 221,863 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $35,860,337 | 210,152 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $37,697,199 | 207,173 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $23,350,839 | 137,759 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $5,285,102 | 37,202 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $201,992 | 1,370 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,128 | 112 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $9,319,088 | 72,945 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,716,523,222 | 27,200,593 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||