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Disclosery

Waterloo Capital, L.P.: PANW position timeline

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

Waterloo Capital, L.P. held 10,183 PANW shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,183 shares
    Change vs previous 13F +1,381 shares

    0.2% of the 13F portfolio, value $3,472,444.

    13F-HR 0001104659-26-087951 filed by Waterloo Capital, 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 8,802 shares
    Change vs previous 13F -2,048 shares

    0.1% of the 13F portfolio, value $1,411,060.

    13F-HR 0001104659-26-059213 filed by Waterloo Capital, 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 10,850 shares
    Change vs previous 13F +467 shares

    0.14% of the 13F portfolio, value $1,998,482.

    13F-HR 0001104659-26-012470 filed by Waterloo Capital, 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 10,383 shares
    Change vs previous 13F +1,858 shares

    0.16% of the 13F portfolio, value $2,114,186.

    13F-HR 0001104659-25-106781 filed by Waterloo Capital, 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 8,525 shares
    Change vs previous 13F +907 shares

    0.14% of the 13F portfolio, value $1,744,556.

    13F-HR 0001104659-25-076764 filed by Waterloo Capital, 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 7,618 shares
    Change vs previous 13F -1,011 shares

    0.12% of the 13F portfolio, value $1,299,936.

    13F-HR 0001104659-25-047228 filed by Waterloo Capital, 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 8,629 shares
    Change vs previous 13F +4,486 shares

    0.17% of the 13F portfolio, value $1,570,133.

    13F-HR 0001104659-25-012588 filed by Waterloo Capital, 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 4,143 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,416,077.

    13F-HR 0001104659-24-118460 filed by Waterloo Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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