PALO ALTO NETWORKS INC · CUSIP 697435105 · CIK 85338
As of 2026-06-30, ROTHSCHILD INVESTMENT LLC reported 95.93K PANW (shares), valued at $32.71M, or 1.22% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 24.27%; reported value increased 164.33%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.22% | 95,932 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 0.65% | 77,199 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 0.77% | 75,747 | SEC filing ↗Filed Feb 10, 2026 |
| Q3 2025 | 0.89% | 77,614 | SEC filing ↗Filed Nov 7, 2025 |
| Q2 2025 | 0.99% | 77,442 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 0.96% | 83,764 | SEC filing ↗Filed Apr 8, 2025 |
| Q4 2024 | 1.06% | 89,231 | SEC filing ↗Filed Feb 4, 2025 |
| Q3 2024 | 1.10% | 49,021 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 1.18% | 50,052 | SEC filing ↗Filed Jul 31, 2024 |
| Q1 2024 | 1.20% | 58,524 | SEC filing ↗Filed Jul 31, 2024 |
| Q4 2023 | 1.53% | 61,757 | SEC filing ↗Filed Jul 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.53% | 61,757 | $18.21M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jul 31, 2024 |
| Q1 2024 | 1.20% | 58,524 | $16.63M | Shares decreased 5.24%; reported value decreased 8.69%, and weight changed -0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q2 2024 | 1.18% | 50,052 | $16.97M | Shares decreased 14.48%; reported value increased 2.05%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2024 |
| Q3 2024 | 1.10% | 49,021 | $16.76M | Shares decreased 2.06%; reported value decreased 1.25%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 1.06% | 89,231 | $16.24M | Shares increased 82.03%; reported value decreased 3.10%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 4, 2025 |
| Q1 2025 | 0.96% | 83,764 | $14.29M | Shares decreased 6.13%; reported value decreased 11.97%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2025 |
| Q2 2025 | 0.99% | 77,442 | $15.85M | Shares decreased 7.55%; reported value increased 10.87%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 0.89% | 77,614 | $15.80M | Shares increased 0.22%; reported value decreased 0.28%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 7, 2025 |
| Q4 2025 | 0.77% | 75,747 | $13.95M | Shares decreased 2.41%; reported value decreased 11.71%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2026 |
| Q1 2026 | 0.65% | 77,199 | $12.38M | Shares increased 1.92%; reported value decreased 11.30%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 1.22% | 95,932 | $32.71M | Shares increased 24.27%; reported value increased 164.33%, and weight changed +0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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