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Livermore
Livermore
ZHEN

Davis R M Inc

SEC CIK
0000891287
Latest filing
Aug 14, 2026

PANW holding history

Palo Alto Networks Inc in every 13F filed by Davis R M Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

PANW overviewAll 13F holders of PANWFull Q2 2026 holdings

Shares (Q2 2026)
693,408
Value
$236.5M
% of portfolio
3.7%
Quarters held
22
Since Q1 2021
Holdings of PANW by Davis R M Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026693,408$236.5M3.7%−6,402−0.9%ReducedHolders
Q1 2026699,810$112.2M2.0%+7,862+1.1%AddedHolders
Q4 2025691,948$127.5M2.2%−6,436−0.9%ReducedHolders
Q3 2025698,384$142.2M2.5%−6,747−1.0%ReducedHolders
Q2 2025705,131$144.3M2.7%−3,575−0.5%ReducedHolders
Q1 2025708,706$120.9M2.4%−7,375−1.0%ReducedHolders
Q4 2024716,081$130.3M2.5%−19,487−2.6%ReducedConverted for a 2-for-1 splitHolders
Q3 2024367,784$125.7M2.4%−12,767−3.4%ReducedHolders
Q2 2024380,551$129.0M2.6%−6,739−1.7%ReducedHolders
Q1 2024387,290$110.0M2.3%−13,299−3.3%ReducedHolders
Q4 2023400,589$118.1M2.7%−16,622−4.0%ReducedHolders
Q3 2023417,211$97.8M2.5%−13,430−3.1%ReducedHolders
Q2 2023430,641$110.0M2.6%−14,350−3.2%ReducedHolders
Q1 2023444,991$88.9M2.3%−12,040−2.6%ReducedHolders
Q4 2022457,031$63.8M1.7%+4,349+1.0%AddedHolders
Q3 2022452,682$74.1M2.2%−6,714−1.5%ReducedConverted for a 3-for-1 splitHolders
Q2 2022153,132$75.6M2.1%−2,045−1.3%ReducedHolders
Q1 2022155,177$96.6M2.3%−1,470−0.9%ReducedHolders
Q4 2021156,647$87.2M1.9%−1,325−0.8%ReducedHolders
Q3 2021157,972$75.7M1.9%+2,991+1.9%AddedHolders
Q2 2021154,981$57.5M1.4%+7,430+5.0%AddedHolders
Q1 2021147,551$47.5M1.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.