Form 13-F position report

PALO ALTO NETWORKS INC

Reported by Randolph Co Inc

PANW CUSIP 697435105 Manager CIK 0001475150

Reported 196,951 shares, up 26 (0.0%) from the prior quarter.

Reported value 112.7%; share count 0.0% vs. the prior quarter.

Added
% of reported 13F value 5.66% This manager · Q2 2026
Shares 196,951 Quarter-end amount reported
Reported value $67,164,230 Fair value at quarter end
Consecutive quarters held 10 Through Q2 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
2024-03-31 11864416
2024-06-30 14163499
2024-09-30 14219905
2024-12-31 15126335
2025-03-31 14087868
2025-06-30 16920863
2025-09-30 16976818
2025-12-31 15527692
2026-03-31 31571016
2026-06-30 67164230
2026-09-30 78312185

Quarterly position history

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

11 quarters
Quarterly reported position history for PALO ALTO NETWORKS INC held by Randolph Co Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Added 197,106 +155 (0.1%) 6.73% $78,312,185 2026-10-23
Q2 2026 Added 196,951 +26 (0.0%) 5.66% $67,164,230 2026-07-23
Q1 2026 Added 196,925 +112,627 (133.6%) 3.02% $31,571,016 2026-04-24
Q4 2025 Added 84,298 +923 (1.1%) 1.49% $15,527,692 2026-02-11
Q3 2025 Added 83,375 +689 (0.8%) 1.65% $16,976,818 2025-10-27
Q2 2025 Added 82,686 +127 (0.2%) 1.74% $16,920,863 2025-07-16
Q1 2025 Reduced 82,559 -571 (-0.7%) 1.65% $14,087,868 2025-04-16
Q4 2024 Reduced 83,130* -76 (-0.1%) 1.69% $15,126,335 2025-02-14
Q3 2024 Reduced 41,603 -176 (-0.4%) 1.65% $14,219,905 2024-10-16
Q2 2024 Added 41,779 +22 (0.1%) 1.74% $14,163,499 2024-07-22
Q1 2024 New 41,757 +41,757 (0.0%) 1.46% $11,864,416 2024-04-25

Who else reported the position

3066 managers reported PALO ALTO NETWORKS INC for Q2 2026.

Managers reporting PALO ALTO NETWORKS INC in Q2 2026.
Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 75,753,509 +3,322,076 0.38% $25,833,461,719 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 53,129,128 +363,472 0.39% $18,118,095,231 2 qtrs
STATE STREET CORPORATION Added 36,979,497 +1,493,179 0.37% $12,610,748,067 53 qtrs
MORGAN STANLEY Reduced 29,450,112 -2,868,846 0.53% $10,043,078,128 53 qtrs
Invesco Ltd Added 25,647,946 +1,719,523 0.69% $8,746,462,633 53 qtrs
Bank of America Corporation Added 22,681,876 +205,123 0.5% $7,734,973,398 53 qtrs
JPMorgan Chase & Co Added 21,715,578 +8,246,242 0.4% $7,209,572,228 53 qtrs
FMR LLC Added 20,054,462 +11,949,672 0.3% $6,838,972,438 53 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 19,615,573 +292,058 0.36% $6,667,205,495 53 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Reduced 19,347,649 -253,813 0.3% $6,597,935,262 2 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2026
Filed
July 23, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
196,951
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.