Position in PANW
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$418,267,509
+$209,072,675 QoQ
Shares Held
1,226,519
-6.0% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#67
of 2,904 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026BLAIR WILLIAM & CO/IL holds $2,365,657,956 across 42 Software - Infrastructure names. PANW ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
3,442,574 | $1,284,148,952 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
1,226,519 | $418,267,509 | |
| 3 | CRWD |
CrowdStrike Holdings, Inc.
|
1,088,940 | $207,753,417 | |
| 4 | TWLO |
Twilio Inc
|
376,430 | $77,668,801 | |
| 5 | MDB |
MongoDB, Inc.
|
208,408 | $70,004,247 | |
| 6 | DOCN |
DigitalOcean Holdings, Inc.
|
413,148 | $64,876,630 | |
| 7 | ORCL |
Oracle Corp
|
305,552 | $44,778,645 | |
| 8 | NET |
Cloudflare, Inc.
|
176,202 | $43,218,826 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $418,267,509 | 1,226,519 | Shares | Sole | 2026-08-11 | |
| 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 | $220,949,774 | 646,430 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $212,491,807 | 626,801 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $177,143,689 | 623,460 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $183,627,968 | 622,721 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $146,445,055 | 624,659 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $140,210,601 | 548,748 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $116,207,134 | 581,792 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $80,599,001 | 577,605 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $70,949,405 | 433,173 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $69,793,693 | 141,300 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $91,178,446 | 146,469 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $61,574,850 | 110,595 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $49,714,910 | 103,789 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $38,044,148 | 102,531 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $32,363,507 | 100,489 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $32,538,460 | 91,557 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $21,839,549 | 89,232 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $18,590,392 | 80,944 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $14,008,595 | 85,439 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||