SEC 13F Intelligence

Firsthand Capital Management, Inc. / PANW

Firsthand Capital Management, Inc.’s Palo Alto Networks Inc Position

Does Firsthand Capital Management, Inc. own Palo Alto Networks Inc (PANW)? Yes10.0K shares worth $2M (+3.42% of its 13F portfolio) as of Q1 2026.

Position Value
$2M
Q1 2026
Shares
10.0K
% of Portfolio
+3.42%
Quarters Held
29
currently held

Position History PANW

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $2MQ1 ’20Q2 ’20: $2MQ3 ’20: $2MQ4 ’20: $4MQ1 ’21: $3MQ1 ’21Q2 ’21: $4MQ3 ’21: $5MQ4 ’21: $6MQ1 ’22: $3MQ1 ’22Q2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $368,500Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.0K$2M+3.42%
Q4 202510.0K$2M+3.42%
Q3 202510.0K$2M+3.42%
Q2 202510.0K$2M+3.68%
Q1 202510.0K$2M+4.14%
Q4 202410.0K$2M+3.79%
Q3 20245.0K$2M+3.37%
Q2 202450.0K$368,500+0.72%
Q1 20245.0K$1M+2.31%
Q4 202315.0K$1M+2.04%
Q3 202315.0K$4M+5.07%
Q2 202315.0K$4M+4.60%
Q1 202315.0K$3M+3.25%
Q4 202215.0K$2M+2.44%
Q3 202215.0K$2M+2.24%
Q2 20225.0K$2M+2.13%
Q1 20225.0K$3M+1.62%
Q4 202110.0K$6M+2.12%
Q3 202110.0K$5M+1.43%
Q2 202110.0K$4M+0.93%
Q1 202110.0K$3M+0.90%
Q4 202010.0K$4M+0.97%
Q3 202010.0K$2M+0.97%
Q2 202010.0K$2M+1.05%
Q1 202010.0K$2M+1.30%
Q4 201920.0K$5M+1.80%
Q3 201920.0K$4M+1.65%
Q2 201920.0K$4M+1.57%
Q1 201920.0K$5M+1.81%

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