OFI INVEST ASSET MANAGEMENT

Position in PANW — Palo Alto Networks Inc

CIK 1977602 ISSY LES MOULINEAUX, I0

Position in PANW

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$217,107,995

+$139,734,998 QoQ

Shares Held

636,643

+31.9% QoQ

Ownership

0.078%

of shares outstanding

% of Portfolio

1.99%

of 13F equity value

Holder Rank

#130

of 2,904 holders

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

OFI INVEST ASSET MANAGEMENT holds $1,262,922,059 across 17 Software - Infrastructure names. PANW ranks #2 (17.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	1,614,553	$602,260,560
2	PANW	Palo Alto Networks Inc This page	636,643	$217,107,995
3	PLTR	Palantir Technologies Inc.	1,430,204	$166,861,900
4	MDB	MongoDB, Inc.	203,400	$68,322,060
5	ORCL	Oracle Corp	441,275	$64,668,851
6	FTNT	Fortinet, Inc.	262,963	$40,396,376
7	SNPS	Synopsys Inc	69,418	$30,965,287
8	OKTA	Okta, Inc.	163,698	$22,336,592

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,107,995	636,643	+31.9%	Shares	Sole	2026-07-17
2026-03-31	$77,372,997	482,616	+71.1%	Shares	Sole	2026-05-05
2025-12-31	$51,968,714	282,132	-1.5%	Shares	Sole	2026-01-22
2025-09-30	$58,333,668	286,483	+29.1%	Shares	Sole	2025-10-14
2025-06-30	$45,402,044	221,863	+5.6%	Shares	Sole	2025-07-25
2025-03-31	$35,860,337	210,152	+1.4%	Shares	Sole	2025-05-09
2024-12-31	$37,697,199	207,173	+50.4%	Shares	Sole	2025-02-07
2024-06-30	$46,701,678	137,759	+270.3%	Shares	Sole	2024-07-19
2024-03-31	$10,570,204	37,202	+2615.5%	Shares	Sole	2024-04-29
2023-12-31	$403,985	1,370	+1123.2%	Shares	Sole	2024-02-14
2023-09-30	$26,257	112	-99.8%	Shares	Sole	2023-11-02
2023-06-30	$18,638,176	72,945	-99.7%	Shares	Sole	2023-07-31
2023-03-31	$136,180	27,200,593	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.