Bessemer Group’s Palo Alto Networks PANW Stock Holding History

Bessemer Group’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	$253M	Buy	741,176 +8,614	+1%	+$1.97M	0.35%	56
2026 Q1	$117M	Buy	732,562 +19,097	+3%	+$3.21M	0.18%	140
2025 Q4	$131M	Sell	713,465 -7,692	-1%	-$1.55M	0.2%	120
2025 Q3	$147M	Buy	721,157 +703,044	+3,881%	+$135M	0.22%	118
2025 Q2	$3.71M	Sell	18,113 -7,654	-30%	-$1.42M	0.01%	389
2025 Q1	$4.4M	Buy	25,767 +1,062	+4%	+$196K	0.01%	366
2024 Q4	$4.5M	Sell	24,705 -26,447	-52%	-$5M	0.01%	441
2024 Q3	$8.74M	Sell	51,152 -7,858	-13%	-$1.32M	0.01%	332
2024 Q2	$10M	Buy	59,010 +4,262	+8%	+$637K	0.02%	314
2024 Q1	$7.78M	Sell	54,748 -998,044	-95%	-$157M	0.01%	332
2023 Q4	$155M	Sell	1,052,792 -388,164	-27%	-$51.9M	0.3%	92
2023 Q3	$169M	Sell	1,440,956 -1,188	-0.1%	-$141K	0.37%	73
2023 Q2	$184M	Sell	1,442,144 -268,454	-16%	-$27.9M	0.39%	66
2023 Q1	$171M	Sell	1,710,598 -130,712	-7%	-$11.1M	0.41%	71
2022 Q4	$128M	Buy	1,841,310 +10,830	+0.6%	+$870K	0.31%	102
2022 Q3	$150M	Sell	1,830,480 -532,026	-23%	-$46.1M	0.39%	73
2022 Q2	$194M	Sell	2,362,506 -1,794	-0.1%	-$159K	0.49%	46
2022 Q1	$245M	Buy	2,364,300 +2,357,898	+36,831%	+$211M	0.51%	49
2021 Q4	$594K	Buy	6,402 +5,238	+450%	+$453K	﹤0.01%	595
2021 Q3	$93K	Buy	1,164 +744	+177%	+$52.3K	﹤0.01%	954
2021 Q2	$26K	Hold	420	–	–	﹤0.01%	1186
2021 Q1	$23K	Buy	+420	New	+$25K	﹤0.01%	1159
2020 Q4	–	Sell	-600	Closed	-$24K	–	1527
2020 Q3	$24K	Buy	+600	New	+$25K	﹤0.01%	1030
2019 Q2	–	Sell	-726	Closed	-$29K	–	1766
2019 Q1	$29K	Buy	726 +30	+4%	+$1.11K	﹤0.01%	1366
2018 Q4	$22K	Buy	696 +234	+51%	+$7.29K	﹤0.01%	1489
2018 Q3	$17K	Buy	462 +240	+108%	+$8.74K	﹤0.01%	1512
2018 Q2	$8K	Sell	222 -89,130	-100%	-$2.97M	﹤0.01%	1517
2018 Q1	$2.7M	Hold	89,352	–	–	0.01%	354
2017 Q4	$2.16M	Hold	89,352	–	–	0.01%	385
2017 Q3	$2.15M	Hold	89,352	–	–	0.01%	431
2017 Q2	$1.99M	Hold	89,352	–	–	0.01%	462
2017 Q1	$1.68M	Sell	89,352 -222	-0.2%	-$4.96K	0.01%	551
2016 Q4	$1.87M	Sell	89,574 -936	-1%	-$22.4K	0.01%	537
2016 Q3	$2.4M	Buy	90,510 +1,158	+1%	+$26.4K	0.01%	383
2016 Q2	$1.83M	Sell	89,352 -7,104	-7%	-$165K	0.01%	401
2016 Q1	$2.62M	Buy	96,456 +6,696	+7%	+$165K	0.01%	361
2015 Q4	$2.63M	Sell	89,760 -78	-0.1%	-$2.25K	0.01%	374
2015 Q3	$2.58M	Sell	89,838 -942	-1%	-$27.8K	0.01%	365
2015 Q2	$2.64M	Hold	90,780	–	–	0.01%	355
2015 Q1	$2.21M	Hold	90,780	–	–	0.01%	384
2014 Q4	$1.85M	Hold	90,780	–	–	0.01%	390
2014 Q3	$1.48M	Buy	90,780 +942	+1%	+$13.5K	0.01%	414
2014 Q2	$1.25M	Buy	89,838 +59,274	+194%	+$692K	0.01%	421
2014 Q1	$348K	Buy	30,564 +7,488	+32%	+$85K	﹤0.01%	590
2013 Q4	$221K	Sell	23,076 -7,800	-25%	-$61.8K	﹤0.01%	649
2013 Q3	$236K	Buy	+30,876	New	+$244K	﹤0.01%	634

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

Bessemer Group's PANW Position: Q2 2026 in Review

Bessemer Group increased its Palo Alto Networks (PANW) stake by 1.2% in Q2 2026, buying an estimated $1.97M and bringing the position to 741,176 shares worth $253M. The position accounts for 0.35% of the portfolio, ranked #56.

Bessemer Group first reported a position in PANW in Q3 2013 and has held it in 46 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Bessemer Group held 741,176 shares of Palo Alto Networks worth $253M as of Q2 2026.
Bessemer Group bought 8,614 Palo Alto Networks shares in Q2 2026, an estimated $1.97M.
Palo Alto Networks made up 0.35% of Bessemer Group's portfolio in Q2 2026, its #56 holding.
Bessemer Group first reported a position in Palo Alto Networks in Q3 2013 and has held it in 46 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.