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TRAN CAPITAL MANAGEMENT, L.P.: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRAN CAPITAL MANAGEMENT, L.P. on PANW, newest first. How the timeline and the estimate are built.

TRAN CAPITAL MANAGEMENT, L.P. held 203,058 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,058 shares
    Change vs previous 13F -308 shares

    7.97% of the 13F portfolio, value $69,246,839.

    13F-HR 0001104659-26-083830 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 203,366 shares
    Change vs previous 13F +28,233 shares

    4.48% of the 13F portfolio, value $32,603,637.

    13F-HR 0001104659-26-043004 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 175,133 shares
    Change vs previous 13F -131 shares

    3.86% of the 13F portfolio, value $32,259,498.

    13F-HR 0001104659-26-004950 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 175,264 shares
    Change vs previous 13F -11,662 shares

    4.27% of the 13F portfolio, value $35,687,256.

    13F-HR 0001104659-25-101729 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 186,926 shares
    Change vs previous 13F -2,474 shares

    4.5% of the 13F portfolio, value $38,252,536.

    13F-HR 0001104659-25-067664 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 189,400 shares
    Change vs previous 13F -17,081 shares

    4.35% of the 13F portfolio, value $32,319,216.

    13F-HR 0001104659-25-035177 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 206,481 shares
    Change vs previous 13F +97,858 shares

    4.26% of the 13F portfolio, value $37,571,283.

    13F-HR 0001104659-25-004834 filed by TRAN CAPITAL MANAGEMENT, L.P.
    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 108,623 shares
    Change vs previous 13F not available

    4% of the 13F portfolio, value $37,127,341.

    13F-HR 0001104659-24-108427 filed by TRAN CAPITAL MANAGEMENT, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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