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CAPTRUST FINANCIAL ADVISORS: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on PANW, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,217,668 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,217,668 shares
    Change vs previous 13F -13,842 shares

    0.64% of the 13F portfolio, value $415,249,082.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,231,510 shares
    Change vs previous 13F +538,244 shares

    0.35% of the 13F portfolio, value $197,423,260.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 693,266 shares
    Change vs previous 13F -9,595 shares

    0.24% of the 13F portfolio, value $127,699,542.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 702,861 shares
    Change vs previous 13F -172,149 shares

    0.29% of the 13F portfolio, value $143,116,595.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 875,010 shares
    Change vs previous 13F +25,052 shares

    0.4% of the 13F portfolio, value $179,062,035.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 849,958 shares
    Change vs previous 13F +59,138 shares

    0.36% of the 13F portfolio, value $145,036,858.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 790,820 shares
    Change vs previous 13F +413,193 shares

    0.41% of the 13F portfolio, value $143,897,576.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 377,627 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $129,072,893.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).