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Disclosery

ALLEN OPERATIONS LLC: PANW position timeline

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

ALLEN OPERATIONS LLC held 161,489 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,489 shares
    Change vs previous 13F -17,907 shares

    0.65% of the 13F portfolio, value $55,043,526.

    13F-HR 0001214659-26-009633 filed by Allen Investment Management, 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 179,396 shares
    Change vs previous 13F -5,405 shares

    0.36% of the 13F portfolio, value $28,762,561.

    13F-HR 0001214659-26-005739 filed by Allen Investment Management, 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 184,801 shares
    Change vs previous 13F +599 shares

    0.38% of the 13F portfolio, value $34,051,432.

    13F-HR 0001214659-26-001416 filed by Allen Investment Management, 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 184,202 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $37,505,369.

    13F-HR 0001214659-25-015984 filed by Allen Investment Management, 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 184,202 shares
    Change vs previous 13F -12,516 shares

    0.41% of the 13F portfolio, value $37,693,255.

    13F-HR 0001214659-25-011666 filed by Allen Investment Management, 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 196,718 shares
    Change vs previous 13F -3,829 shares

    0.39% of the 13F portfolio, value $33,564,025.

    13F-HR 0001214659-25-007063 filed by Allen Investment Management, 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 200,547 shares
    Change vs previous 13F +96,698 shares

    0.42% of the 13F portfolio, value $36,495,543.

    13F-HR 0001214659-25-002274 filed by Allen Investment Management, 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 103,849 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $35,484,165.

    13F-HR 0001214659-24-018529 filed by Allen Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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