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Addenda Capital’s Palo Alto Networks PANW Stock Holding History

Addenda Capital’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
Q2 		$18.3M Buy
53,708
+26,106
+95% +$5.98M 0.5% 48
2026
Q1 		$4.43M Buy
+27,602
New +$4.64M 0.12% 115

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Addenda Capital's PANW Position: Q2 2026 in Review

Addenda Capital increased its Palo Alto Networks (PANW) stake by 95% in Q2 2026, buying an estimated $5.98M and bringing the position to 53,708 shares worth $18.3M. The position accounts for 0.5% of the portfolio, ranked #48.

Addenda Capital first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Addenda Capital held 53,708 shares of Palo Alto Networks worth $18.3M as of Q2 2026.
  • Addenda Capital bought 26,106 Palo Alto Networks shares in Q2 2026, an estimated $5.98M.
  • Palo Alto Networks made up 0.5% of Addenda Capital's portfolio in Q2 2026, its #48 holding.
  • Addenda Capital first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Addenda Capital's 13F filing for Q2 2026, filed 14 Jul 2026.