MONTAG & CALDWELL, LLC: PANW position timeline

MONTAG & CALDWELL, LLC held 79,659 PANW shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 79,659 shares

   Change vs previous 13F +34,232 shares

   3.57% of the 13F portfolio, value $16,301,417.

   13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
   Filed 2025-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 45,427 shares

   Change vs previous 13F +17,533 shares

   1.8% of the 13F portfolio, value $7,751,663.

   13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 27,894 shares

   Change vs previous 13F +12,387 shares

   1.08% of the 13F portfolio, value $5,075,592.

   13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 15,507 shares

   Change vs previous 13F -659 shares

   1.08% of the 13F portfolio, value $5,300,292.

   13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 16,166 shares

   Change vs previous 13F -4,549 shares

   1.11% of the 13F portfolio, value $5,480,436.

   13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
   Filed 2024-08-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 20,715 shares

   Change vs previous 13F -28,070 shares

   1.01% of the 13F portfolio, value $5,885,753.

   13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
   Filed 2024-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

7. period ended2023-12-31

   13F 48,785 shares

   Change vs previous 13F -26,911 shares

   2.51% of the 13F portfolio, value $14,385,721.

   13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 75,696 shares

   Change vs previous 13F not available

   2.28% of the 13F portfolio, value $17,746,171.

   13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
   Filed 2023-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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