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	$188K	Buy	1,100 +300	+38%	+$55.5K	0.02%	371
2024 Q4	$146K	Sell	800 -2,400	-75%	-$453K	0.03%	275
2024 Q3	$547K	Buy	+3,200	New	+$539K	0.06%	212
2024 Q2	–	Sell	-7,000	Closed	-$994K	–	431
2024 Q1	$994K	Buy	+7,000	New	+$1.1M	0.07%	228
2023 Q4	–	Sell	-46,800	Closed	-$5.49M	–	664
2023 Q3	$5.49M	Buy	46,800 +13,400	+40%	+$1.59M	0.36%	80
2023 Q2	$4.27M	Buy	33,400 +7,800	+30%	+$812K	0.29%	99
2023 Q1	$2.56M	Buy	25,600 +16,600	+184%	+$1.41M	0.14%	169
2022 Q4	$628K	Sell	9,000 -16,200	-64%	-$1.3M	0.04%	358
2022 Q3	$2.06M	Buy	25,200 +1,800	+8%	+$156K	0.1%	274
2022 Q2	$1.93M	Buy	+23,400	New	+$2.08M	0.1%	243
2021 Q2	–	Sell	-60,000	Closed	-$3.22M	–	1223
2021 Q1	$3.22M	Hold	60,000	–	–	0.03%	463
2020 Q4	$3.55M	Hold	60,000	–	–	0.03%	382
2020 Q3	$2.45M	Buy	+60,000	New	+$2.5M	0.06%	242

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.