NICHOLAS COMPANY, INC.

Position in PANW — Palo Alto Networks Inc

CIK 903949 MILWAUKEE, WI

Position in PANW

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$55,211,001

+$14,014,671 QoQ

Shares Held

344,380

+54.0% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4021720192810268.ToString("F0")% Shared 0.ToString("F0")% None 99.59782798071898.ToString("F0")%

Technology · as of Mar 31, 2026

NICHOLAS COMPANY, INC. holds $379,780,125 across 14 Software - Infrastructure names. PANW ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSFT	Microsoft Corp	451,856	$167,263,535
2	PANW	Palo Alto Networks Inc This page	344,380	$55,211,001
3	SNPS	Synopsys Inc	135,202	$53,604,888
4	ZS	Zscaler, Inc.	227,842	$31,963,954
5	CPAY	Corpay, Inc.	71,005	$20,661,744
6	OKTA	Okta, Inc.	160,228	$12,611,545
7	MDB	MongoDB, Inc.	44,955	$11,003,635
8	IIIV	i3 Verticals, Inc.	293,827	$6,569,971

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$55,211,001	344,380	+54.0%	Shares	Sole	2026-05-04
2025-12-31	$41,196,330	223,650	0.0%	Shares	Sole	2026-02-04
2025-09-30	$45,539,613	223,650	-16.3%	Shares	Sole	2025-11-12
2025-06-30	$54,662,822	267,117	-6.2%	Shares	Sole	2025-08-05
2025-03-31	$48,607,145	284,852	-12.9%	Shares	Sole	2025-05-08
2024-12-31	$59,479,812	326,884	+71.8%	Shares	Sole	2025-02-10
2024-09-30	$32,522,611	190,302	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$32,499,532	191,732	-0.0%	Shares	Sole	2024-07-24
2024-03-31	$27,245,509	191,782	-19.3%	Shares	Sole	2024-05-14
2023-12-31	$35,044,276	237,685	-10.4%	Shares	Sole	2024-02-13
2023-09-30	$31,108,429	265,385	-5.1%	Shares	Sole	2024-02-13
2023-06-30	$35,738,822	279,745	-24.4%	Shares	Sole	2024-02-13
2023-03-31	$36,968,378	370,165	-2.2%	Shares	Sole	2024-02-13
2022-12-31	$26,404,107	378,445	-0.0%	Shares	Sole	2024-02-13
2022-09-30	$30,998,076	378,510	+167.0%	Shares	Sole	2024-02-13
2022-06-30	$11,672,209	141,785	-8.0%	Shares	Sole	2024-02-13
2022-03-31	$15,994,362	154,160	-5.5%	Shares	Sole	2024-02-13
2021-12-31	$15,141,546	163,175	-0.0%	Shares	Sole	2022-02-11
2021-09-30	$13,027,597	163,185	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$10,101,223	163,340	+247.2%	Shares	Sole	2021-08-12
2021-03-31	$2,525,488	47,050	-18.8%	Shares	Sole	2021-05-14
2020-12-31	$3,432,477	57,950	-2.9%	Shares	Sole	2021-02-10
2020-09-30	$2,434,040	59,670	-0.6%	Shares	Sole	2020-11-13
2020-06-30	$2,297,080	60,010	-0.9%	Shares	Sole	2020-08-13
2020-03-31	$1,655,314	60,575	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.