Form 13-F position report

PALO ALTO NETWORKS INC

Reported by NWI MANAGEMENT LP

PANW CUSIP 697435105 Manager CIK 0001103887

Reported 110,000 shares, unchanged from the prior quarter.

Reported value -13.0%; share count 0.0% vs. the prior quarter.

Unchanged
% of reported 13F value 1.0% This manager · Q1 2026
Shares 110,000 Quarter-end amount reported
Reported value $17,635,000 Fair value at quarter end
Consecutive quarters held 28 Through Q1 2026

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.

Reported position value by quarter
Date Holding Value
2021-09-30 35925000
2021-12-31 27838000
2022-03-31 29569000
2022-06-30 23462000
2022-09-30 23340000
2022-12-31 12210000
2023-03-31 17477000
2023-06-30 15969000
2023-09-30 14653000
2023-12-31 18430000
2024-03-31 17758000
2024-06-30 21188000
2024-09-30 21362000
2024-12-31 22745000
2025-03-31 21330000
2025-06-30 22510000
2025-09-30 22398000
2025-12-31 20262000
2026-03-31 17635000
2026-06-30 30692000

Quarterly position history

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

20 quarters
Quarterly reported position history for PALO ALTO NETWORKS INC held by NWI MANAGEMENT LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

2769 managers reported PALO ALTO NETWORKS INC for Q1 2026.

Managers reporting PALO ALTO NETWORKS INC in Q1 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 72,431,433 +12,868,452 0.2% $11,612,207,458 7 qtrs
VANGUARD CAPITAL MANAGEMENT LLC New 52,765,656 +52,765,656 0.21% $8,459,389,970 1 qtr
STATE STREET CORPORATION Added 35,486,318 +5,154,613 0.2% $5,689,166,502 52 qtrs
MORGAN STANLEY Added 32,318,958 +1,855,974 0.31% $5,181,375,783 52 qtrs
Invesco Ltd Added 23,928,423 +2,420,423 0.37% $3,836,204,753 52 qtrs
Bank of America Corporation Added 22,476,753 +3,101,267 0.26% $3,603,473,092 52 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC New 19,601,462 +19,601,462 0.16% $3,142,506,388 1 qtr
GEODE CAPITAL MANAGEMENT LLC Added 19,323,515 +3,334,258 0.19% $3,087,724,319 52 qtrs
JPMorgan Chase & Co Added 13,469,336 +1,966,247 0.13% $2,078,992,400 52 qtrs
NORTHERN TRUST CORPORATION Added 8,680,485 +1,159,438 0.18% $1,391,655,355 52 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2026
Filed
May 15, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
110,000
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.