SEC 13F Intelligence

Wd Rutherford LLC / PANW

Wd Rutherford LLC’s Palo Alto Networks Inc Position

Does Wd Rutherford LLC own Palo Alto Networks Inc (PANW)? Yes26.4K shares worth $4M (+1.88% of its 13F portfolio) as of Q1 2026, down from 26.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
26.4K
% of Portfolio
+1.88%
Quarters Held
22
currently held

Position History PANW

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $1MQ2 ’21: $2MQ3 ’21: $2MQ3 ’21Q4 ’21: $3MQ1 ’22: $3MQ2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ1 ’23: $3MQ1 ’23Q2 ’23: $4MQ3 ’23: $3MQ4 ’23: $4MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ2 ’25: $5MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202626.4K$4M+1.88%
Q4 202526.5K$5M+2.04%
Q3 202526.4K$5M+2.29%
Q2 202525.7K$5M+2.42%
Q1 202524.6K$4M+2.27%
Q4 202423.9K$4M+2.06%
Q3 202411.3K$4M+1.89%
Q2 202410.2K$3M+1.74%
Q1 202410.9K$3M+1.60%
Q4 202311.5K$4M+2.30%
Q3 202311.5K$3M+1.85%
Q2 202314.6K$4M+2.38%
Q1 202314.5K$3M+2.04%
Q4 202214.0K$2M+1.53%
Q3 202214.2K$2M+1.87%
Q2 20224.7K$2M+1.79%
Q1 20224.7K$3M+1.67%
Q4 20214.6K$3M+1.31%
Q3 20214.4K$2M+1.14%
Q2 20214.3K$2M+0.90%
Q1 20214.4K$1M+0.87%
Q4 20204.3K$2M+0.97%

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