Cadian 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 | $44M | Buy |
+274,500
| New | +$46.1M | 5.36% | 6 |
|
|
2024
Q2 | – | Sell |
-118,000
| Closed | -$16.8M | – | 35 |
|
|
2024
Q1 | $16.8M | Sell |
118,000
-423,432
| -78% | -$66.8M | 0.6% | 28 |
|
|
2023
Q4 | $79.8M | Sell |
541,432
-1,867,920
| -78% | -$250M | 3.18% | 10 |
|
|
2023
Q3 | $282M | Buy |
2,409,352
+507,000
| +27% | +$60M | 11.37% | 1 |
|
|
2023
Q2 | $243M | Sell |
1,902,352
-654,200
| -26% | -$68.1M | 11.49% | 1 |
|
|
2023
Q1 | $255M | Buy |
2,556,552
+386,600
| +18% | +$32.8M | 15.9% | 1 |
|
|
2022
Q4 | $151M | Sell |
2,169,952
-861,780
| -28% | -$69.2M | 10.98% | 1 |
|
|
2022
Q3 | $248M | Sell |
3,031,732
-289,268
| -9% | -$25.1M | 14.51% | 1 |
|
|
2022
Q2 | $273M | Buy |
3,321,000
+11,082
| +0.3% | +$983K | 18.47% | 1 |
|
|
2022
Q1 | $343M | Buy |
3,309,918
+1,425,000
| +76% | +$128M | 17.15% | 1 |
|
|
2021
Q4 | $175M | Sell |
1,884,918
-1,542,192
| -45% | -$133M | 9.62% | 3 |
|
|
2021
Q3 | $274M | Sell |
3,427,110
-1,000,266
| -23% | -$70.3M | 10.33% | 2 |
|
|
2021
Q2 | $274M | Buy |
4,427,376
+23,832
| +0.5% | +$1.41M | 12.16% | 1 |
|
|
2021
Q1 | $236M | Buy |
4,403,544
+593,544
| +16% | +$35.3M | 8.74% | 2 |
|
|
2020
Q4 | $226M | Buy |
3,810,000
+3,552,000
| +1,377% | +$166M | 5.8% | 5 |
|
|
2020
Q3 | $10.5M | Buy |
+258,000
| New | +$10.7M | 0.34% | 24 |
|
|
2020
Q2 | – | Sell |
-2,598,240
| Closed | -$71M | – | 27 |
|
|
2020
Q1 | $71M | Sell |
2,598,240
-1,573,356
| -38% | -$54.9M | 3.49% | 14 |
|
|
2019
Q4 | $161M | Sell |
4,171,596
-3,465,300
| -45% | -$131M | 7.1% | 2 |
|
|
2019
Q3 | $259M | Sell |
7,636,896
-273,000
| -3% | -$9.66M | 12.33% | 2 |
|
|
2019
Q2 | $269M | Buy |
7,909,896
+2,336,298
| +42% | +$87.4M | 12.11% | 2 |
|
|
2019
Q1 | $226M | Sell |
5,573,598
-456,624
| -8% | -$16.9M | 8.8% | 3 |
|
|
2018
Q4 | $189M | Buy |
6,030,222
+1,636,068
| +37% | +$51M | 8.82% | 1 |
|
|
2018
Q3 | $165M | Sell |
4,394,154
-1,057,986
| -19% | -$38.5M | 7.49% | 2 |
|
|
2018
Q2 | $187M | Sell |
5,452,140
-80,706
| -1% | -$2.69M | 8.99% | 2 |
|
|
2018
Q1 | $167M | Sell |
5,532,846
-1,722,000
| -24% | -$47.8M | 9.04% | 3 |
|
|
2017
Q4 | $175M | Sell |
7,254,846
-451,194
| -6% | -$11M | 10.68% | 2 |
|
|
2017
Q3 | $185M | Sell |
7,706,040
-1,060,668
| -12% | -$24.2M | 8.66% | 3 |
|
|
2017
Q2 | $196M | Sell |
8,766,708
-112,908
| -1% | -$2.28M | 9.53% | 2 |
|
|
2017
Q1 | $167M | Buy |
8,879,616
+4,541,616
| +105% | +$102M | 7.98% | 3 |
|
|
2016
Q4 | $90.4M | Buy |
4,338,000
+3,798,000
| +703% | +$91M | 4.81% | 6 |
|
|
2016
Q3 | $14.3M | Buy |
+540,000
| New | +$12.3M | 0.76% | 31 |
|
|
2014
Q4 | – | Sell |
-739,008
| Closed | -$12.1M | – | 102 |
|
|
2014
Q3 | $12.1M | Sell |
739,008
-360,000
| -33% | -$5.17M | 0.32% | 47 |
|
|
2014
Q2 | $15.4M | Buy |
+1,099,008
| New | +$12.8M | 0.46% | 49 |
|
|
2014
Q1 | – | Sell |
-1,861,854
| Closed | -$17.8M | – | 97 |
|
|
2013
Q4 | $17.8M | Buy |
1,861,854
+1,381,854
| +288% | +$11M | 0.46% | 46 |
|
|
2013
Q3 | $3.67M | Buy |
+480,000
| New | +$3.79M | 0.11% | 69 |
|
Other funds holding PANW
VCM
VPM
Cadian Capital Management's PANW Position: Q1 2026 in Review
Cadian Capital Management opened a new position in Palo Alto Networks (PANW) in Q1 2026: 274,500 shares worth $44M. The stake represents 5.36% of the portfolio and ranks #6 among its holdings. This is a return to the name: Cadian Capital Management previously reported a position in PANW as recently as Q1 2024.
Cadian Capital Management first reported a position in PANW in Q3 2013 and has held it in 35 quarters since. The position peaked at $343M in Q1 2022. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Cadian Capital Management held 274,500 shares of Palo Alto Networks worth $44M as of Q1 2026.
- Palo Alto Networks was a new Cadian Capital Management position in Q1 2026.
- Palo Alto Networks made up 5.36% of Cadian Capital Management's portfolio in Q1 2026, its #6 holding.
- Cadian Capital Management first reported a position in Palo Alto Networks in Q3 2013 and has held it in 35 quarters since.
- Cadian Capital Management's Palo Alto Networks position peaked at $343M in Q1 2022.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Cadian Capital Management's 13F filing for Q1 2026, filed 15 May 2026.