SEC 13F Intelligence

Allen Investment Management, LLC / PANW

Allen Investment Management, LLC’s Palo Alto Networks Inc Position

Does Allen Investment Management, LLC own Palo Alto Networks Inc (PANW)? Yes — 179.4K shares worth $29M (+0.36% of its 13F portfolio) as of Q1 2026, down from 184.8K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
179.4K
% of Portfolio
+0.36%
Quarters Held
30
currently held

Position History PANW

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $843,000Q2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $2MQ4 ’22Q1 ’23: $19MQ2 ’23: $23MQ3 ’23: $28MQ4 ’23: $31MQ4 ’23Q1 ’24: $30MQ2 ’24: $36MQ3 ’24: $35MQ4 ’24: $36MQ4 ’24Q1 ’25: $34MQ2 ’25: $38MQ3 ’25: $38MQ4 ’25: $34MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026179.4K$29M+0.36%
Q4 2025184.8K$34M+0.38%
Q3 2025184.2K$38M+0.42%
Q2 2025184.2K$38M+0.41%
Q1 2025196.7K$34M+0.39%
Q4 2024200.5K$36M+0.42%
Q3 2024103.8K$35M+0.42%
Q2 2024106.2K$36M+0.44%
Q1 2024106.3K$30M+0.38%
Q4 2023106.3K$31M+0.42%
Q3 2023117.8K$28M+0.40%
Q2 202391.3K$23M+0.34%
Q1 202395.6K$19M+0.32%
Q4 202215.4K$2M+0.03%
Q3 202215.4K$3M+0.04%
Q2 20225.1K$3M+0.04%
Q1 20225.1K$3M+0.04%
Q4 20215.1K$3M+0.04%
Q3 20215.1K$2M+0.03%
Q2 20215.1K$2M+0.03%
Q1 20215.1K$2M+0.03%
Q4 20205.1K$2M+0.03%
Q3 20205.1K$1M+0.02%
Q2 20205.1K$1M+0.02%
Q1 20205.1K$843,000+0.03%
Q4 20195.1K$1M+0.03%
Q3 20195.1K$1M+0.03%
Q2 20195.1K$1M+0.03%
Q1 201914.8K$4M+0.11%
Q4 201814.7K$3M+0.11%

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