Position in PANW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$90,803,395
+$35,592,394 QoQ
Shares Held
266,270
-22.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
1.66%
of 13F equity value
Holder Rank
#219
of 2,893 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PANW Over Time
Shares Held
Position Value (USD)
Position in Software - Infrastructure
Technology · as of Jun 30, 2026NICHOLAS COMPANY, INC. holds $448,627,286 across 13 Software - Infrastructure names. PANW ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSFT |
Microsoft Corp
|
451,971 | $168,594,222 | |
| 2 | PANW |
Palo Alto Networks Inc
This page
|
266,270 | $90,803,395 | |
| 3 | SNPS |
Synopsys Inc
|
135,282 | $60,345,241 | |
| 4 | ZS |
Zscaler, Inc.
|
209,676 | $29,595,767 | |
| 5 | OKTA |
Okta, Inc.
|
169,736 | $23,160,477 | |
| 6 | CPAY |
Corpay, Inc.
|
68,345 | $22,777,338 | |
| 7 | MDB |
MongoDB, Inc.
|
49,116 | $16,498,064 | |
| 8 | TENB |
Tenable Holdings, Inc.
|
191,617 | $7,066,834 |
All Filings in PANW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,803,395 | 266,270 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $55,211,001 | 344,380 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $41,196,330 | 223,650 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $45,539,613 | 223,650 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $54,662,822 | 267,117 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $48,607,145 | 284,852 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $59,479,812 | 326,884 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $65,045,223 | 190,302 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $64,999,065 | 191,732 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $54,491,019 | 191,782 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $70,088,552 | 237,685 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $62,216,859 | 265,385 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $71,477,644 | 279,745 | Shares | Sole | 2024-02-13 | |
| 2023-03-31 | $73,936,757 | 370,165 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $52,808,215 | 378,445 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $61,996,152 | 378,510 | Shares | Sole | 2024-02-13 | |
| 2022-06-30 | $70,033,254 | 141,785 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $95,966,172 | 154,160 | Shares | Sole | 2024-02-13 | |
| 2021-12-31 | $90,849,280 | 163,175 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $78,165,582 | 163,185 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $60,607,339 | 163,340 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $15,152,932 | 47,050 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $20,594,862 | 57,950 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,604,244 | 59,670 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $13,782,484 | 60,010 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $9,931,889 | 60,575 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||