BluePath Capital Management’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
Q3
$1.86M Sell
4,682
-1,897
-29% -$675K 0.97% 26
2026
Q2
$2.24M Buy
6,579
+758
+13% +$174K 1.23% 14
2026
Q1
$933K Buy
+5,821
New +$978K 0.64% 67

Other funds holding PANW

BluePath Capital Management's PANW Position: Q3 2026 in Review

BluePath Capital Management reduced its Palo Alto Networks (PANW) stake by 29% in Q3 2026, selling an estimated $675K and leaving 4,682 shares worth $1.86M. The position accounts for 0.97% of the portfolio, ranked #26.

BluePath Capital Management first reported a position in PANW in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.24M in Q2 2026. 1,160 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • BluePath Capital Management held 4,682 shares of Palo Alto Networks worth $1.86M as of Q3 2026.
  • BluePath Capital Management sold 1,897 Palo Alto Networks shares in Q3 2026, an estimated $675K.
  • Palo Alto Networks made up 0.97% of BluePath Capital Management's portfolio in Q3 2026, its #26 holding.
  • BluePath Capital Management first reported a position in Palo Alto Networks in Q1 2026 and has held it in 3 quarters since.
  • BluePath Capital Management's Palo Alto Networks position peaked at $2.24M in Q2 2026.
  • 1,160 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on BluePath Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.