Bailard’s Palo Alto Networks PANW Stock Holding History

Bailard’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	$43.7M	Buy	128,220 +12,406	+11%	+$2.84M	0.89%	27
2026 Q1	$18.6M	Buy	115,814 +9,789	+9%	+$1.64M	0.43%	54
2025 Q4	$19.5M	Sell	106,025 -3,415	-3%	-$689K	0.43%	49
2025 Q3	$22.3M	Buy	109,440 +47,319	+76%	+$9.06M	0.48%	48
2025 Q2	$12.7M	Sell	62,121 -4,063	-6%	-$755K	0.3%	75
2025 Q1	$11.3M	Sell	66,184 -3,733	-5%	-$690K	0.29%	78
2024 Q4	$12.7M	Sell	69,917 -911	-1%	-$172K	0.33%	72
2024 Q3	$12.1M	Buy	70,828 +11,786	+20%	+$1.98M	0.32%	78
2024 Q2	$10M	Buy	59,042 +10,966	+23%	+$1.64M	0.28%	84
2024 Q1	$6.83M	Buy	48,076 +6,406	+15%	+$1.01M	0.19%	115
2023 Q4	$6.14M	Buy	41,670 +220	+0.5%	+$29.4K	0.18%	120
2023 Q3	$4.86M	Buy	41,450 +4,466	+12%	+$528K	0.16%	123
2023 Q2	$4.72M	Buy	36,984 +6,070	+20%	+$632K	0.17%	119
2023 Q1	$3.09M	Buy	30,914 +214	+0.7%	+$18.1K	0.11%	157
2022 Q4	$2.14M	Sell	30,700 -1,100	-3%	-$88.3K	0.08%	183
2022 Q3	$2.6M	Buy	31,800 +11,976	+60%	+$1.04M	0.11%	156
2022 Q2	$1.63M	Buy	19,824 +17,814	+886%	+$1.58M	0.06%	205
2022 Q1	$209K	Buy	+2,010	New	+$180K	0.01%	664
2016 Q1	–	Sell	-31,020	Closed	-$911K	–	322
2015 Q4	$911K	Buy	+31,020	New	+$895K	0.4%	93

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

Bailard's PANW Position: Q2 2026 in Review

Bailard increased its Palo Alto Networks (PANW) stake by 11% in Q2 2026, buying an estimated $2.84M and bringing the position to 128,220 shares worth $43.7M. The position accounts for 0.89% of the portfolio, ranked #27.

Bailard first reported a position in PANW in Q4 2015 and has held it in 19 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Bailard held 128,220 shares of Palo Alto Networks worth $43.7M as of Q2 2026.
Bailard bought 12,406 Palo Alto Networks shares in Q2 2026, an estimated $2.84M.
Palo Alto Networks made up 0.89% of Bailard's portfolio in Q2 2026, its #27 holding.
Bailard first reported a position in Palo Alto Networks in Q4 2015 and has held it in 19 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.