BDF Gestion’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.56M Sell
21,807
-3,697
-14% -$846K 0.21% 120
2026
Q1
$4.09M Hold
25,504
0.55% 38
2025
Q4
$4.7M Sell
25,504
-1,700
-6% -$343K 0.57% 31
2025
Q3
$5.54M Buy
+27,204
New +$5.21M 0.66% 28

Other funds holding PANW

BDF Gestion's PANW Position: Q2 2026 in Review

BDF Gestion reduced its Palo Alto Networks (PANW) stake by 14% in Q2 2026, selling an estimated $846K and leaving 21,807 shares worth $1.56M. The position accounts for 0.21% of the portfolio, ranked #120.

BDF Gestion first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.54M in Q3 2025. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • BDF Gestion held 21,807 shares of Palo Alto Networks worth $1.56M as of Q2 2026.
  • BDF Gestion sold 3,697 Palo Alto Networks shares in Q2 2026, an estimated $846K.
  • Palo Alto Networks made up 0.21% of BDF Gestion's portfolio in Q2 2026, its #120 holding.
  • BDF Gestion first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
  • BDF Gestion's Palo Alto Networks position peaked at $5.54M in Q3 2025.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.