SEC 13F Intelligence

Sfe Investment Counsel / PANW

Sfe Investment Counsel’s Palo Alto Networks Inc Position

Does Sfe Investment Counsel own Palo Alto Networks Inc (PANW)? Yes — 84.5K shares worth $14M (+2.14% of its 13F portfolio) as of Q1 2026, up from 79.3K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
84.5K
% of Portfolio
+2.14%
Quarters Held
30
currently held

Position History PANW

Reported value by quarter
Q4 ’18: $4MQ4 ’18Q1 ’19: $4MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ3 ’20: $6MQ4 ’20: $9MQ4 ’20Q1 ’21: $7MQ2 ’21: $8MQ3 ’21: $10MQ4 ’21: $11MQ4 ’21Q1 ’22: $11MQ2 ’22: $8MQ3 ’22: $8MQ4 ’22: $7MQ4 ’22Q1 ’23: $8MQ2 ’23: $11MQ3 ’23: $10MQ4 ’23: $12MQ4 ’23Q1 ’24: $10MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $13MQ4 ’24Q1 ’25: $12MQ2 ’25: $15MQ3 ’25: $16MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202684.5K$14M+2.14%
Q4 202579.3K$15M+2.24%
Q3 202577.0K$16M+2.50%
Q2 202575.6K$15M+2.72%
Q1 202572.9K$12M+2.49%
Q4 202470.0K$13M+2.70%
Q3 202436.2K$12M+2.58%
Q2 202436.2K$12M+2.72%
Q1 202434.7K$10M+2.23%
Q4 202339.5K$12M+3.04%
Q3 202341.8K$10M+2.85%
Q2 202343.1K$11M+3.11%
Q1 202345.8K$8M+2.50%
Q4 202249.7K$7M+2.18%
Q3 202250.0K$8M+2.58%
Q2 202216.7K$8M+2.46%
Q1 202217.0K$11M+2.67%
Q4 202120.5K$11M+2.93%
Q3 202121.1K$10M+2.82%
Q2 202122.1K$8M+2.26%
Q1 202122.4K$7M+2.10%
Q4 202023.9K$9M+2.70%
Q3 202022.8K$6M+2.23%
Q2 202023.3K$5M+2.37%
Q1 202021.7K$4M+1.96%
Q4 201921.2K$5M+2.01%
Q3 201921.2K$4M+1.83%
Q2 201920.2K$4M+1.76%
Q1 201918.1K$4M+1.98%
Q4 201819.9K$4M+1.91%

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