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Disclosery

ITHAKA GROUP LLC: PANW position timeline

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

ITHAKA GROUP LLC held 66,645 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,645 shares
    Change vs previous 13F -4,558 shares

    4.13% of the 13F portfolio, value $22,727,278.

    13F-HR 0001104659-26-093794 filed by ITHAKA GROUP 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 71,203 shares
    Change vs previous 13F +1,556 shares

    2.37% of the 13F portfolio, value $11,415,265.

    13F-HR 0001104659-26-059088 filed by ITHAKA GROUP 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 69,647 shares
    Change vs previous 13F +890 shares

    2.29% of the 13F portfolio, value $12,828,977.

    13F-HR 0001104659-26-012519 filed by ITHAKA GROUP 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 68,757 shares
    Change vs previous 13F -185 shares

    2.39% of the 13F portfolio, value $14,000,300.

    13F-HR 0001104659-25-109736 filed by ITHAKA GROUP 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 68,942 shares
    Change vs previous 13F +3,539 shares

    2.42% of the 13F portfolio, value $14,108,291.

    13F-HR 0001104659-25-076721 filed by ITHAKA GROUP 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 65,403 shares
    Change vs previous 13F -3,316 shares

    2.27% of the 13F portfolio, value $11,160,368.

    13F-HR 0001104659-25-046665 filed by ITHAKA GROUP 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 68,719 shares
    Change vs previous 13F +33,964 shares

    2.3% of the 13F portfolio, value $12,504,109.

    13F-HR 0001104659-25-010799 filed by ITHAKA GROUP 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 34,755 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $11,879,259.

    13F-HR 0001104659-24-116524 filed by ITHAKA GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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