Adage Capital Partners
PANW icon

Adage Capital Partners’s Palo Alto Networks PANW Stock Holding History

Adage Capital Partners’s Portfolio PANW Stock Details PANW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134M Buy
838,900
+590,124
+237% +$99.1M 0.21% 94
2025
Q4 		$45.8M Buy
248,776
+155,897
+168% +$31.5M 0.07% 276
2025
Q3 		$18.9M Sell
92,879
-469,521
-83% -$89.9M 0.03% 485
2025
Q2 		$115M Buy
562,400
+2,600
+0.5% +$483K 0.19% 101
2025
Q1 		$95.5M Buy
559,800
+11,900
+2% +$2.2M 0.18% 119
2024
Q4 		$99.7M Buy
547,900
+1,500
+0.3% +$283K 0.17% 112
2024
Q3 		$93.4M Sell
546,400
-59,400
-10% -$10M 0.16% 119
2024
Q2 		$103M Buy
605,800
+51,200
+9% +$7.66M 0.19% 109
2024
Q1 		$78.8M Buy
554,600
+44,800
+9% +$7.07M 0.15% 141
2023
Q4 		$75.2M Sell
509,800
-184,400
-27% -$24.7M 0.16% 144
2023
Q3 		$81.4M Buy
694,200
+141,200
+26% +$16.7M 0.18% 126
2023
Q2 		$70.6M Buy
+553,000
New +$57.5M 0.15% 152
2019
Q1 		– Sell
-300,000
Closed -$9.42M – 725
2018
Q4 		$9.42M Buy
300,000
+90,000
+43% +$2.81M 0.03% 520
2018
Q3 		$7.88M Buy
+210,000
New +$7.65M 0.02% 580
2018
Q2 		– Sell
-360,000
Closed -$10.9M – 778
2018
Q1 		$10.9M Buy
+360,000
New +$10M 0.03% 540
2017
Q2 		– Sell
-480,000
Closed -$9.01M – 737
2017
Q1 		$9.01M Buy
+480,000
New +$10.7M 0.02% 551
2016
Q2 		– Sell
-210,000
Closed -$5.71M – 712
2016
Q1 		$5.71M Buy
+210,000
New +$5.16M 0.02% 592

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adage Capital Partners's PANW Position: Q1 2026 in Review

Adage Capital Partners increased its Palo Alto Networks (PANW) stake by 237% in Q1 2026, buying an estimated $99.1M and bringing the position to 838,900 shares worth $134M. The position accounts for 0.21% of the portfolio, ranked #94.

Adage Capital Partners first reported a position in PANW in Q1 2016 and has held it in 17 quarters since. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Adage Capital Partners held 838,900 shares of Palo Alto Networks worth $134M as of Q1 2026.
  • Adage Capital Partners bought 590,124 Palo Alto Networks shares in Q1 2026, an estimated $99.1M.
  • Palo Alto Networks made up 0.21% of Adage Capital Partners's portfolio in Q1 2026, its #94 holding.
  • Adage Capital Partners first reported a position in Palo Alto Networks in Q1 2016 and has held it in 17 quarters since.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Adage Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.