KING LUTHER CAPITAL MANAGEMENT CORP
Position in PANW — Palo Alto Networks Inc
CIK 310051
FORT WORTH, TX
Position in PANW
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$302,587,728
+$168,025,381 QoQ
Shares Held
887,302
+5.7% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026KING LUTHER CAPITAL MANAGEMENT CORP holds $1,799,940,397 across 14 Software - Infrastructure names. PANW ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
2,828,509 | $1,055,090,427 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
887,302 | $302,587,728 | |
| 3 | ORCL |
Oracle Corp
|
1,473,692 | $215,969,562 | |
| 4 | FTNT |
Fortinet, Inc.
|
776,207 | $119,240,919 | |
| 5 | NTNX |
Nutanix, Inc.
|
628,990 | $32,053,330 | |
| 6 | TWLO |
Twilio Inc
|
133,182 | $27,479,442 | |
| 7 | AKAM |
Akamai Technologies Inc
|
135,930 | $16,068,285 | |
| 8 | SNPS |
Synopsys Inc
|
23,727 | $10,583,902 |
All Filings in PANW
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $302,587,728 | 887,302 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $134,562,347 | 839,336 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $150,830,512 | 818,841 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $156,321,313 | 767,711 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $72,033,280 | 352,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $54,068,990 | 316,860 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $43,568,866 | 239,442 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $23,568,477 | 68,954 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,424,117 | 39,598 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,975,116 | 17,510 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $832,151 | 2,822 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $661,589 | 2,822 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $678,123 | 2,654 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $515,129 | 2,579 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $358,199 | 2,567 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $398,009 | 2,430 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $345,263 | 699 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||