FIRST MANHATTAN CO. LLC.

Position in PANW — Palo Alto Networks Inc

CIK 728083 NEW YORK, NY

Position in PANW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,592,434

+$1,421,618 QoQ

Shares Held

7,602

+4.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,262

of 2,907 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Technology · as of Jun 30, 2026

FIRST MANHATTAN CO. LLC. holds $2,567,244,299 across 12 Software - Infrastructure names. PANW ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	4,345,361	$1,620,906,560
2	ORCL	Oracle Corp	3,772,494	$552,858,995
3	SNPS	Synopsys Inc	859,147	$383,239,702
4	PAYO	Payoneer Global Inc.	617,574	$4,397,126
5	PANW	Palo Alto Networks Inc This page	7,602	$2,592,434
6	DOX	Amdocs Ltd	17,335	$876,110
7	GEN	Gen Digital Inc.	24,200	$602,338
8	OKTA	Okta, Inc.	3,665	$500,089

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,592,434	7,602	+4.1%	Shares	Sole	2026-08-14
2026-03-31	$1,170,816	7,303	+14.7%	Shares	Sole	2026-05-15
2025-12-31	$1,172,801	6,367	+1.4%	Shares	Sole	2026-02-17
2025-09-30	$1,279,140	6,282	+9.8%	Shares	Sole	2025-11-14
2025-06-30	$1,170,950	5,722	+6.9%	Shares	Sole	2025-08-14
2025-03-31	$913,606	5,354	-0.9%	Shares	Sole	2025-05-15
2024-12-31	$983,311	5,404	+105.3%	Shares	Sole	2025-02-14
2024-09-30	$899,617	2,632	+0.5%	Shares	Sole	2024-11-14
2024-06-30	$887,867	2,619	-68.8%	Shares	Sole	2024-08-15
2024-03-31	$2,388,396	8,406	+61.5%	Shares	Sole	2024-05-15
2023-12-31	$1,535,145	5,206	+71.5%	Shares	Sole	2024-02-13
2023-09-30	$711,525	3,035	+136.9%	Shares	Sole	2023-11-14
2023-06-30	$327,308	1,281	-94.0%	Shares	Sole	2023-08-14
2023-03-31	$4,241,678	21,236	+1458.0%	Shares	Sole	2023-05-15
2022-12-31	$190,193	1,363	+18.9%	Shares	Sole	2023-02-14
2022-09-30	$187,703	1,146	+200.0%	Shares	Sole	2022-11-14
2022-06-30	$188,685	382	+27.3%	Shares	Sole	2022-08-15
2022-03-31	$186,753	300	0.0%	Shares	Sole	2022-05-16
2021-12-31	$167,027	300	0.0%	Shares	Sole	2022-02-14
2021-09-30	$143,699	300	0.0%	Shares	Sole	2021-11-15
2021-06-30	$111,315	300	0.0%	Shares	Sole	2021-08-16
2021-03-31	$96,618	300	0.0%	Shares	Sole	2021-05-14
2020-12-31	$106,617	300	0.0%	Shares	Sole	2021-02-16
2020-09-30	$73,425	300	0.0%	Shares	Sole	2020-11-12
2020-06-30	$68,900	300	0.0%	Shares	Sole	2020-08-14
2020-03-31	$49,188	300	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.