ASHFORD CAPITAL MANAGEMENT INC

Position in PANW — Palo Alto Networks Inc

CIK 897070 WILMINGTON, DE

Position in PANW

as of Jun 30, 2026 · filed Aug 21, 2026 Compact

Position Value

$10,636,754

+$5,270,684 QoQ

Shares Held

31,191

-6.8% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#679

of 2,914 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ASHFORD CAPITAL MANAGEMENT INC holds $46,577,034 across 5 Software - Infrastructure names. PANW ranks #2 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CLBT	Cellebrite DI Ltd.	1,778,347	$25,963,866
2	PANW	Palo Alto Networks Inc This page	31,191	$10,636,754
3	MSFT	Microsoft Corp	14,935	$5,571,053
4	TWLO	Twilio Inc	13,095	$2,701,891
5	PATH	UiPath, Inc.	156,713	$1,703,470

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,636,754	31,191	-6.8%	Shares	Sole	2026-08-21
2026-03-31	$5,366,070	33,471	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.