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Disclosery

FIRST MANHATTAN CO. LLC.: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST MANHATTAN CO. LLC. on PANW, newest first. How the timeline and the estimate are built.

FIRST MANHATTAN CO. LLC. held 7,602 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,602 shares
    Change vs previous 13F +299 shares

    0.01% of the 13F portfolio, value $2,592,434.

    13F-HR 0000728083-26-000007 filed by FIRST MANHATTAN CO. LLC.
    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 7,303 shares
    Change vs previous 13F +936 shares

    <0.01% of the 13F portfolio, value $1,170,817.

    13F-HR 0000728083-26-000005 filed by FIRST MANHATTAN CO. LLC.
    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 6,367 shares
    Change vs previous 13F +85 shares

    <0.01% of the 13F portfolio, value $1,172,801.

    13F-HR 0000728083-26-000002 filed by FIRST MANHATTAN CO. LLC.
    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 6,282 shares
    Change vs previous 13F +560 shares

    <0.01% of the 13F portfolio, value $1,279,141.

    13F-HR 0000728083-25-000015 filed by FIRST MANHATTAN CO. LLC.
    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 5,722 shares
    Change vs previous 13F +368 shares

    <0.01% of the 13F portfolio, value $1,170,950.

    13F-HR 0000728083-25-000010 filed by FIRST MANHATTAN CO. LLC.
    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 5,354 shares
    Change vs previous 13F -50 shares

    <0.01% of the 13F portfolio, value $913,607.

    13F-HR 0001750312-25-000007 filed by FIRST MANHATTAN CO. LLC.
    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 5,404 shares
    Change vs previous 13F +2,772 shares

    <0.01% of the 13F portfolio, value $983,312.

    13F-HR 0000728083-25-000003 filed by FIRST MANHATTAN CO. LLC.
    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 2,632 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $899,618.

    13F-HR 0001172661-24-004939 filed by FIRST MANHATTAN CO. LLC.
    Filed (acceptance time not in the bulk data set), ingested

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