Marco Investment Management LLC / PANW
Marco Investment Management LLC’s Palo Alto Networks Inc Position
Does Marco Investment Management LLC own Palo Alto Networks Inc (PANW)? Yes — 140.9K shares worth $23M (+1.70% of its 13F portfolio) as of Q1 2026, up from 138.5K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
140.9K
% of Portfolio
+1.70%
Quarters Held
30
currently held
Position History PANW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 140.9K | $23M | +1.70% |
| Q4 2025 | 138.5K | $26M | +1.92% |
| Q3 2025 | 139.9K | $28M | +2.18% |
| Q2 2025 | 139.5K | $29M | +2.38% |
| Q1 2025 | 136.6K | $23M | +2.16% |
| Q4 2024 | 134.8K | $25M | +2.12% |
| Q3 2024 | 68.5K | $23M | +2.02% |
| Q2 2024 | 66.5K | $23M | +2.08% |
| Q1 2024 | 64.9K | $18M | +1.74% |
| Q4 2023 | 53.0K | $16M | +1.60% |
| Q3 2023 | 52.9K | $12M | +1.43% |
| Q2 2023 | 51.1K | $13M | +1.41% |
| Q1 2023 | 48.8K | $10M | +1.10% |
| Q4 2022 | 48.6K | $7M | +0.79% |
| Q3 2022 | 47.2K | $8M | +0.98% |
| Q2 2022 | 14.4K | $7M | +0.83% |
| Q1 2022 | 14.3K | $9M | +0.90% |
| Q4 2021 | 11.0K | $6M | +0.60% |
| Q3 2021 | 11.0K | $5M | +0.58% |
| Q2 2021 | 6.7K | $2M | +0.29% |
| Q1 2021 | 5.4K | $2M | +0.23% |
| Q4 2020 | 5.4K | $2M | +0.27% |
| Q3 2020 | 5.5K | $1M | +0.22% |
| Q2 2020 | 4.5K | $1M | +0.19% |
| Q1 2020 | 4.7K | $775,000 | +0.16% |
| Q4 2019 | 2.6K | $597,000 | +0.09% |
| Q3 2019 | 1.8K | $357,000 | +0.06% |
| Q2 2019 | 1.8K | $357,000 | +0.06% |
| Q1 2019 | 1.8K | $425,000 | +0.08% |
| Q4 2018 | 1.8K | $330,000 | +0.07% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marco Investment Management LLC’s full portfolio or all institutional holders of PANW.