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PANWPANW
12 quarters

Position history for NINEOS Investment Management LLC's holdings in PALO ALTO NETWORKS INC

Yes. NEOS Investment Management holds 618,939 shares of PANW (Palo Alto Networks), worth $211.1M, as of its Q2 2026 13F filing. It increased the position by 58,834 shares (+10.5%) from Q1 2026. NEOS Investment Management has held PANW in every 13F on record since Q3 2023, 12 quarterly filings. PANW is 0.8% of NEOS Investment Management's reported 13F portfolio.

Current Value

$211.1M

Current Shares

618,939

Total Value Change

+$208.1M

Total Shares Change

+606,056

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
618,939
+10.5%
$211.1M0.8%$341.02
48
2026-Q1
Increased
560,105
+52.4%
$89.8M0.5%$160.32
50
2025-Q4
Increased
367,464
+32.4%
$67.7M0.4%$184.20
45
2025-Q3
Increased
277,601
+63.0%
$56.5M0.4%$203.62
51
2025-Q2
Increased
170,261
+61.8%
$34.8M0.4%$204.64
50
2025-Q1
Increased
105,234
+37.2%
$18M0.3%$170.64
44
2024-Q4
Increased
76,692
+147.2%
$14M0.3%$181.96
54
2024-Q3
Increased
31,020
+21.3%
$10.6M0.3%$170.90
40
2024-Q2
Increased
25,575
+44.2%
$8.7M0.4%$169.51
44
2024-Q1
Increased
17,735
+19.8%
$5M0.3%$142.07
38
2023-Q4
Increased
14,808
+14.9%
$4.4M0.4%$147.44
37
2023-Q3
First report
12,883
-
$3M0.4%$117.22
0

Other major holders of PANW: BlackRock, Inc., VANGUARD CAPITAL MANAGEMENT LLC, VANGUARD GROUP INC, STATE STREET CORP

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