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 Q2	–	Sell	-29,650	Closed	-$4.75M	–	84
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Connective Capital Management's PANW Position: Q2 2026 in Review

Connective Capital Management sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 29,650 shares — an estimated $4.75M sold.

Connective Capital Management first reported a position in PANW in Q4 2013 and held it in 6 quarters. The position peaked at $4.75M in Q1 2026. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Connective Capital Management reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Connective Capital Management sold 29,650 Palo Alto Networks shares in Q2 2026, an estimated $4.75M.
Connective Capital Management first reported a position in Palo Alto Networks in Q4 2013 and held it in 6 quarters.
Connective Capital Management's Palo Alto Networks position peaked at $4.75M in Q1 2026.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Connective Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.