Position in PANW
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,170,816
-$1,985 QoQ
Shares Held
7,303
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.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, 2026FIRST MANHATTAN CO. LLC. holds $2,541,248,803 across 11 Software - Infrastructure names. PANW ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
4,371,164 | $1,618,073,777 | |
| 2 | ORCL |
Oracle Corp
|
3,940,029 | $579,617,666 | |
| 3 | SNPS |
Synopsys Inc
|
848,592 | $336,449,756 | |
| 4 | PAYO |
Payoneer Global Inc.
|
617,574 | $2,982,882 | |
| 5 | DOX |
Amdocs Ltd
|
18,556 | $1,210,964 | |
| 6 | PANW |
Palo Alto Networks Inc
This page
|
7,303 | $1,170,816 | |
| 7 | PLTR |
Palantir Technologies Inc.
|
4,449 | $650,799 | |
| 8 | GEN |
Gen Digital Inc.
|
24,200 | $455,686 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,170,816 | 7,303 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,172,801 | 6,367 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,279,140 | 6,282 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,170,950 | 5,722 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $913,606 | 5,354 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $983,311 | 5,404 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $449,808 | 2,632 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $443,933 | 2,619 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,194,198 | 8,406 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $767,572 | 5,206 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $355,762 | 3,035 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $163,654 | 1,281 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,120,839 | 21,236 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $95,096 | 1,363 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $93,851 | 1,146 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $31,447 | 382 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $31,125 | 300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $27,837 | 300 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $23,949 | 300 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $18,552 | 300 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,103 | 300 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,769 | 300 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $12,237 | 300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,483 | 300 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,198 | 300 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||