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

Connective 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
2026 Q1	$4.75M	Buy	+29,650	New	+$4.98M	3.92%	6
2025 Q3	–	Sell	-15,630	Closed	-$3.2M	–	83
2025 Q2	$3.2M	Buy	+15,630	New	+$2.9M	2.99%	13
2016 Q1	–	Sell	-8,508	Closed	-$250K	–	31
2015 Q4	$250K	Sell	8,508 -14,070	-62%	-$406K	0.52%	27
2015 Q3	$647K	Sell	22,578 -6,576	-23%	-$194K	1.33%	23
2015 Q2	$849K	Buy	+29,154	New	+$778K	1.79%	28
2014 Q1	–	Sell	-120,000	Closed	-$1.15M	–	36
2013 Q4	$1.15M	Buy	+120,000	New	+$951K	1.34%	27

Other funds holding PANW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Connective Capital Management's PANW Position: Q1 2026 in Review

Connective Capital Management opened a new position in Palo Alto Networks (PANW) in Q1 2026: 29,650 shares worth $4.75M. The stake represents 3.92% of the portfolio and ranks #6 among its holdings. This is a return to the name: Connective Capital Management previously reported a position in PANW as recently as Q2 2025.

Connective Capital Management first reported a position in PANW in Q4 2013 and has held it in 6 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Connective Capital Management held 29,650 shares of Palo Alto Networks worth $4.75M as of Q1 2026.
Palo Alto Networks was a new Connective Capital Management position in Q1 2026.
Palo Alto Networks made up 3.92% of Connective Capital Management's portfolio in Q1 2026, its #6 holding.
Connective Capital Management first reported a position in Palo Alto Networks in Q4 2013 and has held it in 6 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Connective Capital Management's 13F filing for Q1 2026, filed 13 May 2026.