Position in PANW
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$980,969,540
-$72,814,342 QoQ
Shares Held
6,118,822
+7.0% QoQ
Ownership
0.751%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.88059237546051.ToString("F0")%
Shared 0.ToString("F0")%
None 3.119407624539495.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Derivatives in PANW
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$8,977,920
PutShares
56,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Infrastructure
Technology · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $16,488,887,890 across 125 Software - Infrastructure names. PANW ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
33,333,314 | $12,338,992,840 | |
| 2 | ORCL |
Oracle Corp
|
7,133,821 | $1,049,456,404 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
6,118,822 | $980,969,540 | |
| 4 | PLTR |
Palantir Technologies Inc.
|
4,682,132 | $684,902,267 | |
| 5 | AKAM |
Akamai Technologies Inc
|
1,959,101 | $225,002,747 | |
| 6 | CRWD |
CrowdStrike Holdings, Inc.
|
1,350,083 | $131,771,473 | |
| 7 | SNPS |
Synopsys Inc
|
331,312 | $131,358,581 | |
| 8 | NET |
Cloudflare, Inc.
|
616,121 | $127,130,405 |
All Filings in PANW
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,977,920 | 56,000 | Put | Defined | 2026-05-11 | |
| 2026-03-31 | $980,969,540 | 6,118,822 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,053,783,882 | 5,720,868 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $91,363,200 | 496,000 | Put | Defined | 2026-02-13 | |
| 2025-09-30 | $1,136,381,632 | 5,580,894 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $73,506,820 | 361,000 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $980,771,166 | 4,792,666 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,382,184 | 8,100 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $91,531,296 | 536,400 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $867,971,106 | 5,086,563 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $29,113,600 | 160,000 | Put | Defined | 2025-02-13 | |
| 2024-12-31 | $847,373,888 | 4,656,924 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $407,550,525 | 2,384,731 | Shares | Defined | 2024-11-13 | |
| 2024-09-30 | $15,381,000 | 90,000 | Put | Defined | 2024-11-13 | |
| 2024-06-30 | $378,117,852 | 2,230,718 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $8,523,900 | 60,000 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $308,155,602 | 2,169,117 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $317,413,401 | 2,152,831 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $166,312,320 | 1,128,000 | Put | Defined | 2024-02-09 | |
| 2023-09-30 | $17,395,448 | 148,400 | Put | Defined | 2023-11-13 | |
| 2023-09-30 | $216,016,179 | 1,842,827 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,919,541 | 93,300 | Put | Defined | 2023-08-15 | |
| 2023-06-30 | $6,387,750 | 50,000 | Call | Defined | 2023-08-15 | |
| 2023-06-30 | $220,765,109 | 1,728,035 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $212,417,495 | 2,126,940 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $13,605,150 | 195,000 | Call | Defined | 2023-02-13 | |
| 2022-12-31 | $220,049,415 | 3,153,926 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $56,520,677 | 810,100 | Put | Defined | 2023-02-13 | |
| 2022-09-30 | $32,217,492 | 393,400 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $240,816,093 | 2,940,547 | Shares | Defined | 2022-11-14 | |
| 2022-09-30 | $6,142,125 | 75,000 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $10,702,029 | 130,000 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $77,380,690 | 939,961 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $2,058,082 | 25,000 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $2,593,792 | 25,000 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $14,628,989 | 141,000 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $117,088,979 | 1,128,550 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $102,835,481 | 1,108,221 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $101,112,224 | 1,266,542 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $77,704,526 | 1,256,507 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $62,391,110 | 1,162,350 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $1,336,549 | 24,900 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $536,767 | 10,000 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $959,553 | 16,200 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $11,034,865 | 186,300 | Call | Defined | 2021-02-09 | |
| 2020-12-31 | $70,021,344 | 1,182,160 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $49,790,307 | 1,220,599 | Shares | Defined | 2020-11-05 | |
| 2020-09-30 | $9,027,203 | 221,300 | Call | Defined | 2020-11-05 | |
| 2020-09-30 | $252,908 | 6,200 | Put | Defined | 2020-11-05 | |
| 2020-06-30 | $9,064,300 | 236,800 | Call | Defined | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||