Alpha Cubed Investments, LLC / PANW
Alpha Cubed Investments, LLC’s Palo Alto Networks Inc Position
Does Alpha Cubed Investments, LLC own Palo Alto Networks Inc (PANW)? Yes — 539.0K shares worth $99M (+3.40% of its 13F portfolio) as of Q4 2025, down from 554.6K shares the prior filed quarter.
Position Value
$99M
Q4 2025
Shares
539.0K
% of Portfolio
+3.40%
Quarters Held
29
currently held
Position History PANW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 539.0K | $99M | +3.40% |
| Q3 2025 | 554.6K | $113M | +3.94% |
| Q2 2025 | 514.6K | $105M | +3.99% |
| Q1 2025 | 480.1K | $82M | +3.66% |
| Q4 2024 | 467.5K | $85M | +3.89% |
| Q3 2024 | 231.6K | $79M | +3.52% |
| Q2 2024 | 198.9K | $67M | +3.21% |
| Q1 2024 | 160.2K | $46M | +2.38% |
| Q4 2023 | 177.5K | $52M | +2.93% |
| Q3 2023 | 161.4K | $38M | +2.54% |
| Q2 2023 | 126.6K | $32M | +2.18% |
| Q1 2023 | 123.8K | $25M | +1.79% |
| Q4 2022 | 125.9K | $18M | +1.33% |
| Q3 2022 | 85.3K | $14M | +1.09% |
| Q2 2022 | 27.6K | $14M | +0.99% |
| Q1 2022 | 31.3K | $19M | +1.25% |
| Q4 2021 | 33.0K | $18M | +1.20% |
| Q3 2021 | 31.3K | $15M | +1.13% |
| Q2 2021 | 31.9K | $12M | +0.85% |
| Q1 2021 | 30.6K | $10M | +0.77% |
| Q4 2020 | 29.9K | $11M | +0.91% |
| Q3 2020 | 31.2K | $8M | +0.73% |
| Q2 2020 | 29.5K | $7M | +0.74% |
| Q1 2020 | 34.3K | $6M | +0.68% |
| Q4 2019 | 33.8K | $8M | +0.80% |
| Q3 2019 | 33.8K | $7M | +0.80% |
| Q2 2019 | 33.9K | $7M | +0.80% |
| Q1 2019 | 43.0K | $10M | +1.26% |
| Q4 2018 | 43.4K | $8M | +1.22% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of PANW.