Position in PANW
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$209,194,834
-$21,123,688 QoQ
Shares Held
1,304,858
+4.4% QoQ
Ownership
0.160%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 72.25882050000843.ToString("F0")%
Shared 0.ToString("F0")%
None 27.74117949999157.ToString("F0")%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Mar 31, 2026BLAIR WILLIAM & CO/IL holds $1,892,919,999 across 41 Software - Infrastructure names. PANW ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,498,110 | $1,294,895,378 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,304,858 | $209,194,834 | |
| 3 | MDB |
MongoDB, Inc.
|
270,982 | $66,328,264 | |
| 4 | ORCL |
Oracle Corp
|
351,104 | $51,650,909 | |
| 5 | TOST |
Toast, Inc.
|
1,539,203 | $40,804,271 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
426,570 | $36,591,174 | |
| 7 | NET |
Cloudflare, Inc.
|
170,085 | $35,095,338 | |
| 8 | PLTR |
Palantir Technologies Inc.
|
225,694 | $33,014,518 |
All Filings in PANW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,194,834 | 1,304,858 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $230,318,522 | 1,250,372 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $252,053,867 | 1,237,864 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $236,949,791 | 1,157,886 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $201,124,494 | 1,178,648 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $237,280,752 | 1,304,027 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $110,474,887 | 646,430 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $106,245,903 | 626,801 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $88,571,844 | 623,460 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $91,813,984 | 622,721 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $73,222,527 | 624,659 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $70,105,300 | 548,748 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $58,103,567 | 581,792 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,299,500 | 577,605 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $35,474,702 | 433,173 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $11,632,282 | 141,300 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $15,196,407 | 146,469 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $10,262,475 | 110,595 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,285,818 | 103,789 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,340,691 | 102,531 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $5,393,917 | 100,489 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,423,076 | 91,557 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $3,639,924 | 89,232 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $3,098,398 | 80,944 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,334,765 | 85,439 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||