SEC 13F Intelligence

Arcadia Investment Management Corp/Mi / PANW

Arcadia Investment Management Corp/Mi’s Palo Alto Networks Inc Position

Does Arcadia Investment Management Corp/Mi own Palo Alto Networks Inc (PANW)? Yes — 137.2K shares worth $22M (+3.77% of its 13F portfolio) as of Q1 2026, up from 136.0K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
137.2K
% of Portfolio
+3.77%
Quarters Held
30
currently held

Position History PANW

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $8MQ3 ’19: $8MQ4 ’19: $9MQ4 ’19Q1 ’20: $6MQ2 ’20: $9MQ3 ’20: $9MQ4 ’20: $13MQ4 ’20Q1 ’21: $11MQ2 ’21: $12MQ3 ’21: $16MQ4 ’21: $18MQ4 ’21Q1 ’22: $19MQ2 ’22: $15MQ3 ’22: $14MQ4 ’22: $12MQ4 ’22Q1 ’23: $16MQ2 ’23: $21MQ3 ’23: $19MQ4 ’23: $24MQ4 ’23Q1 ’24: $22MQ2 ’24: $26MQ3 ’24: $24MQ4 ’24: $26MQ4 ’24Q1 ’25: $24MQ2 ’25: $28MQ3 ’25: $28MQ4 ’25: $25MQ4 ’25Q1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026137.2K$22M+3.77%
Q4 2025136.0K$25M+4.06%
Q3 2025135.2K$28M+4.25%
Q2 2025139.0K$28M+4.55%
Q1 2025138.5K$24M+4.28%
Q4 2024144.6K$26M+4.21%
Q3 202471.3K$24M+4.00%
Q2 202476.4K$26M+4.42%
Q1 202477.3K$22M+3.89%
Q4 202380.4K$24M+4.53%
Q3 202381.0K$19M+4.02%
Q2 202381.0K$21M+4.20%
Q1 202382.4K$16M+3.58%
Q4 202283.3K$12M+2.71%
Q3 202288.2K$14M+3.50%
Q2 202231.1K$15M+3.43%
Q1 202231.2K$19M+3.67%
Q4 202132.2K$18M+3.00%
Q3 202132.8K$16M+2.90%
Q2 202133.0K$12M+2.30%
Q1 202134.3K$11M+2.21%
Q4 202036.6K$13M+2.68%
Q3 202038.7K$9M+2.04%
Q2 202038.8K$9M+2.17%
Q1 202036.7K$6M+1.82%
Q4 201937.8K$9M+2.21%
Q3 201937.5K$8M+2.09%
Q2 201937.7K$8M+2.10%
Q1 201937.8K$9M+2.65%
Q4 201838.6K$7M+2.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Arcadia Investment Management Corp/Mi’s full portfolio or all institutional holders of PANW.