Bearing Point Capital’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
$27.1M Buy
79,541
+1,688
+2% +$386K 3.66% 2
2026
Q1
$12.5M Buy
77,853
+4,230
+6% +$711K 1.96% 12
2025
Q4
$13.6M Buy
73,623
+5,601
+8% +$1.13M 2.12% 9
2025
Q3
$13.9M Buy
68,022
+4,738
+7% +$907K 2.38% 7
2025
Q2
$13M Buy
63,284
+2,997
+5% +$557K 2.38% 9
2025
Q1
$10.3M Buy
60,287
+11,797
+24% +$2.18M 2.19% 7
2024
Q4
$8.82M Buy
+48,490
New +$9.16M 1.84% 11

Other funds holding PANW

Bearing Point Capital's PANW Position: Q2 2026 in Review

Bearing Point Capital increased its Palo Alto Networks (PANW) stake by 2.2% in Q2 2026, buying an estimated $386K and bringing the position to 79,541 shares worth $27.1M. The position accounts for 3.66% of the portfolio, ranked #2.

Bearing Point Capital first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Bearing Point Capital held 79,541 shares of Palo Alto Networks worth $27.1M as of Q2 2026.
  • Bearing Point Capital bought 1,688 Palo Alto Networks shares in Q2 2026, an estimated $386K.
  • Palo Alto Networks made up 3.66% of Bearing Point Capital's portfolio in Q2 2026, its #2 holding.
  • Bearing Point Capital first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
  • 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bearing Point Capital's 13F filing for Q2 2026, filed 11 Aug 2026.