Form 13-F position report

PALO ALTO NETWORKS, INC

Reported by NWI MANAGEMENT LP

Company profile Manager portfolio Source filing
PANW CUSIP 697435105 Manager CIK 0001103887
Latest reported change

Reported 87,500 shares, unchanged from the prior quarter.

Reported value 43.1%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 1.92% This manager · Q1 2023
Shares 87,500 Quarter-end amount reported
Reported value $17,477,000 Fair value at quarter end
Consecutive quarters held 16 Through Q1 2023

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Reduced 90,000 -20,000 (-18.2%) 1.42% $30,692,000 2026-08-14
Q1 2026 Unchanged 110,000 0 (0.0%) 1.0% $17,635,000 2026-05-15
Q4 2025 Unchanged 110,000 0 (0.0%) 0.93% $20,262,000 2026-02-17
Q3 2025 Unchanged 110,000 0 (0.0%) 1.19% $22,398,000 2025-11-14
Q2 2025 Reduced 110,000 -15,000 (-12.0%) 1.17% $22,510,000 2025-08-14
Q1 2025 Unchanged 125,000 0 (0.0%) 2.68% $21,330,000 2025-05-15
Q4 2024 Unchanged 125,000* 0 (0.0%) 1.0% $22,745,000 2025-02-14
Q3 2024 Unchanged 62,500 0 (0.0%) 0.56% $21,362,000 2024-11-13
Q2 2024 Unchanged 62,500 0 (0.0%) 0.77% $21,188,000 2024-08-14
Q1 2024 Unchanged 62,500 0 (0.0%) 0.54% $17,758,000 2024-05-15
Q4 2023 Unchanged 62,500 0 (0.0%) 0.46% $18,430,000 2024-02-15
Q3 2023 Unchanged 62,500 0 (0.0%) 0.71% $14,653,000 2023-11-13
Q2 2023 Reduced 62,500 -25,000 (-28.6%) 2.87% $15,969,000 2023-08-14
Q1 2023 Unchanged 87,500 0 (0.0%) 1.92% $17,477,000 2023-05-12
Q4 2022 Reduced 87,500 -55,000 (-38.6%) 2.7% $12,210,000 2023-02-15
Q3 2022 Unchanged 142,500* 0 (0.0%) 4.09% $23,340,000 2022-11-14
Q2 2022 Unchanged 47,500 0 (0.0%) 1.4% $23,462,000 2022-08-15
Q1 2022 Reduced 47,500 -2,500 (-5.0%) 3.39% $29,569,000 2022-05-16
Q4 2021 Reduced 50,000 -25,000 (-33.3%) 1.83% $27,838,000 2022-02-14
Q3 2021 Unchanged 75,000 0 (0.0%) 2.23% $35,925,000 2021-11-15
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Institutional context

Who else reported the position

1573 managers reported PALO ALTO NETWORKS, INC for Q1 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 20,121,196 +270,144 0.1% $4,019,007,690 40 qtrs
BlackRock Inc Added 17,214,793 +179,945 0.1% $3,438,482,756 40 qtrs
Bank of America Corporation Added 10,214,387 +1,618,518 0.21% $2,040,221,730 40 qtrs
MORGAN STANLEY Added 10,181,755 +260,561 0.22% $2,033,704,344 40 qtrs
FMR LLC Reduced 6,454,373 -622,650 0.12% $1,289,196,353 40 qtrs
STATE STREET CORPORATION Added 6,420,069 +121,978 0.07% $1,282,330,737 40 qtrs
Nuveen Asset Management LLC Added 5,986,369 +508,647 0.44% $1,195,718,000 21 qtrs
JPMorgan Chase & Co Added 5,824,643 +1,305,562 0.14% $1,163,415,969 40 qtrs
NORGES BANK Added 5,383,978 +31 0.24% $1,075,395,766 37 qtrs
AMERIPRISE FINANCIAL INC Added 4,949,898 +748,176 0.32% $988,715,127 40 qtrs
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Filing details and methodology As reported
Report period
March 31, 2023
Filed
May 12, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
87,500
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.