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PANWPANW

Showing 9 of 31 quarters

Position history for AIAllen Investment Management, LLC's holdings in Palo Alto Networks, Inc.

Yes. Allen Investment Management holds 226,514 shares of PANW (Palo Alto Networks), worth $90M, as of its Q3 2026 13F filing. It increased the position by 65,025 shares (+40.3%) from Q2 2026. Allen Investment Management has held PANW in every 13F on record since Q1 2019, 31 quarterly filings. PANW is 1.0% of Allen Investment Management's reported 13F portfolio.

Current Value

$90M

Current Shares

226,514

Total Value Change

+$54.5M

Total Shares Change

+122,665

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
226,514
+40.3%
$90M1.0%$397.31
62
2026-Q2
Decreased
161,489
-10.0%
$55M0.7%$341.02
0
2026-Q1
Decreased
179,396
-2.9%
$28.8M0.4%$160.32
0
2025-Q4
Increased
184,801
+0.3%
$34.1M0.4%$184.20
35
2025-Q3
Unchanged
184,202
0.0%
$37.5M0.4%$203.62
0
2025-Q2
Decreased
184,202
-6.4%
$37.7M0.4%$204.64
0
2025-Q1
Decreased
196,718
-1.9%
$33.6M0.4%$170.64
0
2024-Q4
Decreased
200,547
-3.4%
$36.5M0.4%$181.96
0
2024-Q3
Decreased
103,849
-2.3%
$35.5M0.4%$170.90
0

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