CAAS Capital Management’s Palo Alto Networks PANW Stock Holding History

CAAS Capital Management’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 Q1	$392K	Buy	2,300 +1,700	+283%	+$314K	0.04%	284
2024 Q4	$109K	Sell	600 -4,600	-88%	-$869K	0.02%	291
2024 Q3	$889K	Buy	+5,200	New	+$875K	0.1%	158
2024 Q2	–	Sell	-7,800	Closed	-$1.11M	–	430
2024 Q1	$1.11M	Buy	+7,800	New	+$1.23M	0.08%	214
2023 Q4	–	Sell	-40,400	Closed	-$4.74M	–	663
2023 Q3	$4.74M	Buy	40,400 +12,600	+45%	+$1.49M	0.31%	94
2023 Q2	$3.55M	Sell	27,800 -400	-1%	-$41.6K	0.24%	123
2023 Q1	$2.82M	Buy	28,200 +20,600	+271%	+$1.75M	0.15%	148
2022 Q4	$530K	Sell	7,600 -9,200	-55%	-$739K	0.03%	389
2022 Q3	$1.38M	Sell	16,800 -16,800	-50%	-$1.45M	0.07%	327
2022 Q2	$2.77M	Buy	+33,600	New	+$2.98M	0.14%	193

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CAAS Capital Management's PANW Position: Q1 2025 in Review

CAAS Capital Management opened a new position in Palo Alto Networks (PANW) in Q1 2025: 100 shares worth $17.1K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings. This is a return to the name: CAAS Capital Management previously reported a position in PANW as recently as Q4 2022.

CAAS Capital Management first reported a position in PANW in Q3 2022 and has held it in 3 quarters since. The position peaked at $1.31M in Q3 2022. 2,256 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

CAAS Capital Management held 100 shares of Palo Alto Networks worth $17.1K as of Q1 2025.
Palo Alto Networks was a new CAAS Capital Management position in Q1 2025.
Palo Alto Networks made up ﹤0.01% of CAAS Capital Management's portfolio in Q1 2025, its #444 holding.
CAAS Capital Management first reported a position in Palo Alto Networks in Q3 2022 and has held it in 3 quarters since.
CAAS Capital Management's Palo Alto Networks position peaked at $1.31M in Q3 2022.
2,256 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on CAAS Capital Management's 13F filing for Q1 2025, filed 1 May 2025.