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 Q2	$2.57M	Sell	7,543 -4,666	-38%	-$1.07M	1.3%	22
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Alamar Capital Management's PANW Position: Q2 2026 in Review

Alamar Capital Management reduced its Palo Alto Networks (PANW) stake by 38% in Q2 2026, selling an estimated $1.07M and leaving 7,543 shares worth $2.57M. The position accounts for 1.3% of the portfolio, ranked #22.

Alamar Capital Management first reported a position in PANW in Q1 2021 and has held it in 21 quarters since. The position peaked at $4.92M in Q2 2025. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Alamar Capital Management held 7,543 shares of Palo Alto Networks worth $2.57M as of Q2 2026.
Alamar Capital Management sold 4,666 Palo Alto Networks shares in Q2 2026, an estimated $1.07M.
Palo Alto Networks made up 1.3% of Alamar Capital Management's portfolio in Q2 2026, its #22 holding.
Alamar Capital Management first reported a position in Palo Alto Networks in Q1 2021 and has held it in 21 quarters since.
Alamar Capital Management's Palo Alto Networks position peaked at $4.92M in Q2 2025.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Alamar Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.