Ardsley Advisory Partners’s Palo Alto Networks PANW Stock Holding History

Ardsley Advisory 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 Q2	$14.6M	Buy	+43,000	New	+$9.84M	1.52%	16
2026 Q1	–	Sell	-40,000	Closed	-$7.37M	–	194
2025 Q4	$7.37M	Buy	40,000 +8,700	+28%	+$1.76M	0.81%	45
2025 Q3	$6.37M	Buy	31,300 +11,800	+61%	+$2.26M	0.79%	45
2025 Q2	$3.99M	Buy	+19,500	New	+$3.62M	0.52%	55
2024 Q4	–	Sell	-42,000	Closed	-$7.93M	–	182
2024 Q3	$7.18M	Buy	42,000 +1,600	+4%	+$269K	1.18%	30
2024 Q2	$6.85M	Buy	40,400 +32,400	+405%	+$4.85M	1.01%	29
2024 Q1	$1.14M	Buy	+8,000	New	+$1.26M	0.16%	89
2023 Q2	–	Sell	-18,000	Closed	-$1.8M	–	141
2023 Q1	$1.8M	Sell	18,000 -200	-1%	-$16.9K	0.39%	51
2022 Q4	$1.27M	Sell	18,200 -17,900	-50%	-$1.44M	0.26%	63
2022 Q3	$2.96M	Buy	36,100 +9,100	+34%	+$788K	0.66%	38
2022 Q2	$2.22M	Sell	27,000 -12,000	-31%	-$1.06M	0.37%	56
2022 Q1	$4.05M	Buy	39,000 +21,000	+117%	+$1.88M	0.68%	47
2021 Q4	$1.67M	Sell	18,000 -24,000	-57%	-$2.08M	0.32%	53
2021 Q3	$3.35M	Buy	42,000 +4,500	+12%	+$316K	0.51%	41
2021 Q2	$2.32M	Sell	37,500 -7,500	-17%	-$444K	0.27%	63
2021 Q1	$2.42M	Hold	45,000	–	–	0.29%	49
2020 Q4	$2.67M	Buy	45,000 +10,500	+30%	+$491K	0.44%	45
2020 Q3	$1.41M	Buy	+34,500	New	+$1.44M	0.27%	54
2019 Q4	–	Sell	-45,000	Closed	-$1.53M	–	180
2019 Q3	$1.53M	Buy	+45,000	New	+$1.59M	0.34%	49
2018 Q4	–	Sell	-36,000	Closed	-$1.35M	–	137
2018 Q3	$1.35M	Sell	36,000 -369,000	-91%	-$13.4M	0.18%	60
2018 Q2	$13.9M	Buy	405,000 +90,000	+29%	+$3M	2.09%	17
2018 Q1	$9.53M	Buy	315,000 +273,000	+650%	+$7.58M	1.43%	22
2017 Q4	$1.01M	Buy	+42,000	New	+$1.02M	0.12%	76
2017 Q1	–	Sell	-18,000	Closed	-$375K	–	178
2016 Q4	$375K	Hold	18,000	–	–	0.06%	95
2016 Q3	$478K	Buy	+18,000	New	+$410K	0.08%	95
2016 Q1	–	Sell	-9,000	Closed	-$264K	–	176
2015 Q4	$264K	Buy	9,000 +1,800	+25%	+$51.9K	0.03%	114
2015 Q3	$206K	Buy	+7,200	New	+$212K	0.05%	125

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Ardsley Advisory Partners's PANW Position: Q2 2026 in Review

Ardsley Advisory Partners opened a new position in Palo Alto Networks (PANW) in Q2 2026: 43,000 shares worth $14.6M. The stake represents 1.52% of the portfolio and ranks #16 among its holdings. This is a return to the name: Ardsley Advisory Partners previously reported a position in PANW as recently as Q4 2025.

Ardsley Advisory Partners first reported a position in PANW in Q3 2015 and has held it in 27 quarters since. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Ardsley Advisory Partners held 43,000 shares of Palo Alto Networks worth $14.6M as of Q2 2026.
Palo Alto Networks was a new Ardsley Advisory Partners position in Q2 2026.
Palo Alto Networks made up 1.52% of Ardsley Advisory Partners's portfolio in Q2 2026, its #16 holding.
Ardsley Advisory Partners first reported a position in Palo Alto Networks in Q3 2015 and has held it in 27 quarters since.
1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Ardsley Advisory Partners's 13F filing for Q2 2026, filed 13 Jul 2026.