Position in PANW
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$12,847,403
-$482,966 QoQ
Shares Held
80,136
+10.7% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.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, 2026PINNACLE ASSOCIATES LTD holds $255,075,788 across 18 Software - Infrastructure names. PANW ranks #3 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
429,111 | $158,844,018 | |
| 2 | ORCL |
Oracle Corp
|
223,083 | $32,817,740 | |
| 3 | PANW |
Palo Alto Networks Inc
This page
|
80,136 | $12,847,403 | |
| 4 | ZS |
Zscaler, Inc.
|
76,485 | $10,730,080 | |
| 5 | AIOT |
Powerfleet, Inc.
|
3,130,744 | $9,642,691 | |
| 6 | TLS |
Telos Corp
|
2,291,029 | $9,599,411 | |
| 7 | TENB |
Tenable Holdings, Inc.
|
417,245 | $7,059,785 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
44,367 | $6,490,004 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,847,403 | 80,136 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $13,330,369 | 72,369 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $14,569,825 | 71,554 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,371,177 | 65,340 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $11,410,184 | 66,867 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $12,478,998 | 68,581 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,676,550 | 39,067 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,929,115 | 34,979 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,643,105 | 39,722 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $5,760,038 | 39,067 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $4,588,576 | 39,145 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $5,070,979 | 39,693 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $3,571,151 | 35,758 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,458,904 | 35,243 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,875,005 | 35,106 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $979,894 | 11,903 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,287,869 | 12,413 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,249,740 | 13,468 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,246,437 | 15,613 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $981,613 | 15,873 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $855,982 | 15,947 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,163,132 | 19,637 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $841,043 | 20,618 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $850,046 | 22,207 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $653,162 | 23,902 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||