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Alamar Capital Management’s Palo Alto Networks PANW Stock Holding History

Alamar Capital Management’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 		$1.96M Sell
12,209
-6,658
-35% -$1.12M 1.2% 28
2025
Q4 		$3.48M Sell
18,867
-1,240
-6% -$250K 1.92% 17
2025
Q3 		$4.09M Sell
20,107
-3,931
-16% -$752K 2.16% 16
2025
Q2 		$4.92M Sell
24,038
-520
-2% -$96.6K 2.67% 8
2025
Q1 		$4.19M Sell
24,558
-940
-4% -$174K 2.49% 12
2024
Q4 		$4.64M Sell
25,498
-1,022
-4% -$193K 2.54% 11
2024
Q3 		$4.53M Sell
26,520
-386
-1% -$65K 2.5% 9
2024
Q2 		$4.56M Buy
+26,906
New +$4.02M 2.76% 5
2023
Q4 		$4.4M Buy
29,838
+1,358
+5% +$182K 3.49% 5
2023
Q3 		$3.34M Buy
28,480
+2,228
+8% +$264K 3.15% 10
2023
Q2 		$3.35M Buy
26,252
+920
+4% +$95.7K 2.47% 7
2023
Q1 		$2.53M Buy
25,332
+13,718
+118% +$1.16M 2.11% 18
2022
Q4 		$810K Sell
11,614
-114
-1% -$9.15K 0.83% 46
2022
Q3 		$960K Sell
11,728
-1,400
-11% -$121K 1.08% 36
2022
Q2 		$1.08M Sell
13,128
-12,546
-49% -$1.11M 1.22% 35
2022
Q1 		$2.66M Sell
25,674
-13,572
-35% -$1.21M 2.24% 15
2021
Q4 		$3.64M Buy
39,246
+1,212
+3% +$105K 2.62% 13
2021
Q3 		$3.04M Buy
38,034
+2,928
+8% +$206K 2.35% 17
2021
Q2 		$2.17M Buy
35,106
+18,720
+114% +$1.11M 1.9% 21
2021
Q1 		$880K Buy
+16,386
New +$974K 0.85% 45

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

Alamar Capital Management's PANW Position: Q1 2026 in Review

Alamar Capital Management reduced its Palo Alto Networks (PANW) stake by 35% in Q1 2026, selling an estimated $1.12M and leaving 12,209 shares worth $1.96M. The position accounts for 1.2% of the portfolio, ranked #28.

Alamar Capital Management first reported a position in PANW in Q1 2021 and has held it in 20 quarters since. The position peaked at $4.92M in Q2 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Alamar Capital Management held 12,209 shares of Palo Alto Networks worth $1.96M as of Q1 2026.
  • Alamar Capital Management sold 6,658 Palo Alto Networks shares in Q1 2026, an estimated $1.12M.
  • Palo Alto Networks made up 1.2% of Alamar Capital Management's portfolio in Q1 2026, its #28 holding.
  • Alamar Capital Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 20 quarters since.
  • Alamar Capital Management's Palo Alto Networks position peaked at $4.92M in Q2 2025.
  • 2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Alamar Capital Management's 13F filing for Q1 2026, filed 13 May 2026.