Bourgeon 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
Q1 | $11.5M | Buy |
71,925
+31,333
| +77% | +$5.26M | 2% | 21 |
|
|
2025
Q4 | $7.48M | Buy |
40,592
+127
| +0.3% | +$25.6K | 1.21% | 33 |
|
|
2025
Q3 | $8.24M | Buy |
40,465
+22,063
| +120% | +$4.22M | 1.49% | 30 |
|
|
2025
Q2 | $3.77M | Buy |
+18,402
| New | +$3.42M | 0.74% | 42 |
|
|
2024
Q1 | – | Sell |
-102
| Closed | -$15K | – | 291 |
|
|
2023
Q4 | $15K | Hold |
102
| – | – | ﹤0.01% | 226 |
|
|
2023
Q3 | $12K | Hold |
102
| – | – | ﹤0.01% | 228 |
|
|
2023
Q2 | $13K | Hold |
102
| – | – | ﹤0.01% | 237 |
|
|
2023
Q1 | $10.2K | Sell |
102
-60
| -37% | -$5.08K | ﹤0.01% | 236 |
|
|
2022
Q4 | $11.3K | Sell |
162
-30
| -16% | -$2.41K | ﹤0.01% | 232 |
|
|
2022
Q3 | $16K | Buy |
192
+90
| +88% | +$7.79K | ﹤0.01% | 189 |
|
|
2022
Q2 | $8K | Buy |
102
+12
| +13% | +$1.06K | ﹤0.01% | 229 |
|
|
2022
Q1 | $9K | Hold |
90
| – | – | ﹤0.01% | 233 |
|
|
2021
Q4 | $8K | Hold |
90
| – | – | ﹤0.01% | 230 |
|
|
2021
Q3 | $7K | Hold |
90
| – | – | ﹤0.01% | 243 |
|
|
2021
Q2 | $6K | Hold |
90
| – | – | ﹤0.01% | 247 |
|
|
2021
Q1 | $5K | Hold |
90
| – | – | ﹤0.01% | 249 |
|
|
2020
Q4 | $5K | Hold |
90
| – | – | ﹤0.01% | 236 |
|
|
2020
Q3 | $4K | Hold |
90
| – | – | ﹤0.01% | 243 |
|
|
2020
Q2 | $3K | Sell |
90
-564
| -86% | -$19.9K | ﹤0.01% | 230 |
|
|
2020
Q1 | $18K | Sell |
654
-96,702
| -99% | -$3.38M | 0.01% | 152 |
|
|
2019
Q4 | $3.75M | Sell |
97,356
-1,200
| -1% | -$45.4K | 1.77% | 29 |
|
|
2019
Q3 | $3.35M | Buy |
98,556
+150
| +0.2% | +$5.31K | 1.81% | 27 |
|
|
2019
Q2 | $3.34M | Sell |
98,406
-1,290
| -1% | -$48.3K | 1.94% | 27 |
|
|
2019
Q1 | $4.04M | Sell |
99,696
-56,520
| -36% | -$2.1M | 2.37% | 21 |
|
|
2018
Q4 | $4.9M | Buy |
156,216
+90
| +0.1% | +$2.81K | 3.21% | 8 |
|
|
2018
Q3 | $5.86M | Sell |
156,126
-930
| -0.6% | -$33.9K | 3.02% | 13 |
|
|
2018
Q2 | $5.38M | Sell |
157,056
-8,220
| -5% | -$274K | 2.89% | 16 |
|
|
2018
Q1 | $5M | Sell |
165,276
-37,770
| -19% | -$1.05M | 2.73% | 17 |
|
|
2017
Q4 | $4.91M | Buy |
203,046
+7,770
| +4% | +$189K | 2.68% | 15 |
|
|
2017
Q3 | $4.69M | Buy |
195,276
+1,800
| +0.9% | +$41K | 2.76% | 14 |
|
|
2017
Q2 | $4.32M | Sell |
193,476
-16,680
| -8% | -$337K | 2.7% | 15 |
|
|
2017
Q1 | $3.95M | Sell |
210,156
-750
| -0.4% | -$16.8K | 2.46% | 15 |
|
|
2016
Q4 | $4.4M | Buy |
210,906
+26,400
| +14% | +$633K | 2.76% | 15 |
|
|
2016
Q3 | $4.9M | Sell |
184,506
-8,310
| -4% | -$189K | 3.14% | 8 |
|
|
2016
Q2 | $3.94M | Buy |
192,816
+135,660
| +237% | +$3.14M | 2.56% | 14 |
|
|
2016
Q1 | $1.55M | Buy |
+57,156
| New | +$1.41M | 1.04% | 35 |
|
|
2013
Q4 | – | Sell |
-60,000
| Closed | -$458K | – | 100 |
|
|
2013
Q3 | $458K | Buy |
+60,000
| New | +$473K | 0.31% | 73 |
|
Other funds holding PANW
VCM
VPM
Bourgeon Capital Management's PANW Position: Q1 2026 in Review
Bourgeon Capital Management increased its Palo Alto Networks (PANW) stake by 77% in Q1 2026, buying an estimated $5.26M and bringing the position to 71,925 shares worth $11.5M. The position accounts for 2% of the portfolio, ranked #21.
Bourgeon Capital Management first reported a position in PANW in Q3 2013 and has held it in 37 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Bourgeon Capital Management held 71,925 shares of Palo Alto Networks worth $11.5M as of Q1 2026.
- Bourgeon Capital Management bought 31,333 Palo Alto Networks shares in Q1 2026, an estimated $5.26M.
- Palo Alto Networks made up 2% of Bourgeon Capital Management's portfolio in Q1 2026, its #21 holding.
- Bourgeon Capital Management first reported a position in Palo Alto Networks in Q3 2013 and has held it in 37 quarters since.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.