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Bryce Point Capital’s Palo Alto Networks PANW Stock Holding History

Bryce Point Capital’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
2025
Q3 		$580K Sell
2,848
-1,093
-28% -$209K 0.71% 53
2025
Q2 		$806K Buy
+3,941
New +$732K 0.68% 58
2025
Q1 		– Sell
-10,010
Closed -$1.82M – 380
2024
Q4 		$1.82M Buy
+10,010
New +$1.89M 0.53% 22

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Bryce Point Capital's PANW Position: Q3 2025 in Review

Bryce Point Capital reduced its Palo Alto Networks (PANW) stake by 28% in Q3 2025, selling an estimated $209K and leaving 2,848 shares worth $580K. The position accounts for 0.71% of the portfolio, ranked #53.

Bryce Point Capital first reported a position in PANW in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.82M in Q4 2024. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Bryce Point Capital held 2,848 shares of Palo Alto Networks worth $580K as of Q3 2025.
  • Bryce Point Capital sold 1,093 Palo Alto Networks shares in Q3 2025, an estimated $209K.
  • Palo Alto Networks made up 0.71% of Bryce Point Capital's portfolio in Q3 2025, its #53 holding.
  • Bryce Point Capital first reported a position in Palo Alto Networks in Q4 2024 and has held it in 3 quarters since.
  • Bryce Point Capital's Palo Alto Networks position peaked at $1.82M in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Bryce Point Capital's 13F filing for Q3 2025, filed 6 Nov 2025.