Form 13-F position report

PALO ALTO NETWORKS, INC

Reported by WD RUTHERFORD LLC

PANW CUSIP 697435105 Manager CIK 0001841015

Reported 14,590 shares, up 115 (0.8%) from the prior quarter.

Reported value 28.9%; share count 0.8% vs. the prior quarter.

Added
% of reported 13F value 2.38% This manager · Q2 2023
Shares 14,590 Quarter-end amount reported
Reported value $3,727,891 Fair value at quarter end
Consecutive quarters held 11 Through Q2 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.

Reported position value by quarter
Date Holding Value
2021-12-31 2583000
2022-03-31 2926000
2022-06-30 2324000
2022-09-30 2328000
2022-12-31 1950072
2023-03-31 2891237
2023-06-30 3727891
2023-09-30 2705438
2023-12-31 3961149
2024-03-31 3093607
2024-06-30 3469428
2024-09-30 3868151
2024-12-31 4351573
2025-03-31 4263082
2025-06-30 5259043
2025-09-30 5376993
2025-12-31 4885905
2026-03-31 4230043
2026-06-30 8637355
2026-09-30 8676853

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 WD RUTHERFORD LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 21,839 -3,489 (-13.8%) 3.29% $8,676,853 2026-10-26
Q2 2026 Reduced 25,328 -1,057 (-4.0%) 3.13% $8,637,355 2026-07-20
Q1 2026 Reduced 26,385 -140 (-0.5%) 1.88% $4,230,043 2026-04-24
Q4 2025 Added 26,525 +118 (0.4%) 2.04% $4,885,905 2026-02-06
Q3 2025 Added 26,407 +708 (2.8%) 2.29% $5,376,993 2025-10-23
Q2 2025 Added 25,699 +1,135 (4.6%) 2.42% $5,259,043 2025-07-17
Q1 2025 Added 24,564 +649 (2.7%) 2.27% $4,263,082 2025-04-17
Q4 2024 Added 23,915* +1,281 (5.7%) 2.06% $4,351,573 2025-01-30
Q3 2024 Added 11,317 +1,083 (10.6%) 1.89% $3,868,151 2024-10-25
Q2 2024 Reduced 10,234 -654 (-6.0%) 1.74% $3,469,428 2024-07-25
Q1 2024 Reduced 10,888 -572 (-5.0%) 1.6% $3,093,607 2024-04-16
Q4 2023 Reduced 11,460 -80 (-0.7%) 2.3% $3,961,149 2024-02-02
Q3 2023 Reduced 11,540 -3,050 (-20.9%) 1.85% $2,705,438 2023-10-24
Q2 2023 Added 14,590 +115 (0.8%) 2.38% $3,727,891 2023-07-18
Q1 2023 Added 14,475 +500 (3.6%) 2.04% $2,891,237 2023-04-11
Q4 2022 Reduced 13,975 -240 (-1.7%) 1.53% $1,950,072 2023-01-30
Q3 2022 Added 14,215* +100 (0.7%) 1.87% $2,328,000 2022-11-03
Q2 2022 Added 4,705 +5 (0.1%) 1.79% $2,324,000 2022-07-25
Q1 2022 Added 4,700 +60 (1.3%) 1.67% $2,926,000 2022-05-10
Q4 2021 Added 4,640 +240 (5.5%) 1.31% $2,583,000 2022-01-28
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

1692 managers reported PALO ALTO NETWORKS, INC for Q2 2023.

Managers reporting PALO ALTO NETWORKS, INC in Q2 2023.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 26,207,460 +6,086,264 0.16% $6,696,268,105 41 qtrs
BlackRock Inc Added 22,318,120 +5,103,327 0.16% $5,702,502,840 41 qtrs
STATE STREET CORPORATION Added 11,935,365 +5,515,296 0.16% $3,049,605,111 41 qtrs
MORGAN STANLEY Added 10,561,919 +380,164 0.27% $2,698,676,499 41 qtrs
Bank of America Corporation Added 10,318,163 +103,776 0.28% $2,636,393,918 41 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 5,709,428 +2,332,827 0.17% $1,455,174,476 41 qtrs
JPMorgan Chase & Co Reduced 5,437,247 -387,396 0.15% $1,389,271,149 41 qtrs
Nuveen Asset Management LLC Reduced 5,097,605 -888,764 0.45% $1,302,489,053 22 qtrs
NORGES BANK Reduced 4,920,279 -463,699 0.25% $1,257,180,487 38 qtrs
FMR LLC Reduced 4,568,649 -1,885,724 0.1% $1,167,335,563 41 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2023
Filed
July 18, 2023
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
14,590

“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.