CX Institutional
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CX Institutional’s Palo Alto Networks PANW Stock Holding History

CX Institutional’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
Q3 		$13.7M Buy
34,543
+27,826
+414% +$9.9M 0.37% 58
2026
Q2 		$2.29M Sell
6,717
-213
-3% -$48.8K 0.07% 235
2026
Q1 		$1.11M Buy
6,930
+1,004
+17% +$169K 0.03% 323
2025
Q4 		$1.09M Buy
5,926
+368
+7% +$74.2K 0.03% 274
2025
Q3 		$1.13M Buy
5,558
+3,544
+176% +$678K 0.03% 283
2025
Q2 		$412K Buy
2,014
+364
+22% +$67.6K 0.01% 417
2025
Q1 		$282K Sell
1,650
-38
-2% -$7.03K 0.01% 498
2024
Q4 		$307K Buy
1,688
+94
+6% +$17.8K 0.01% 435
2024
Q3 		$272K Sell
1,594
-540
-25% -$90.9K 0.01% 488
2024
Q2 		$362K Buy
+2,134
New +$319K 0.02% 418
2022
Q3 		– Sell
-36
Closed -$2K – 941
2022
Q2 		$2K Buy
+36
New +$3.19K ﹤0.01% 1103
2021
Q4 		– Sell
-36
Closed -$3K – 748
2021
Q3 		$3K Hold
36
– – ﹤0.01% 886
2021
Q2 		$2K Sell
36
-108
-75% -$6.4K ﹤0.01% 915
2021
Q1 		$8K Sell
144
-246
-63% -$14.6K ﹤0.01% 786
2020
Q4 		$24K Sell
390
-5,322
-93% -$249K ﹤0.01% 581
2020
Q3 		$233K Buy
5,712
+390
+7% +$16.2K 0.03% 254
2020
Q2 		$204K Buy
5,322
+840
+19% +$29.6K 0.03% 240
2020
Q1 		$122K Buy
4,482
+2,424
+118% +$84.6K 0.02% 253
2019
Q4 		$79K Sell
2,058
-96
-4% -$3.63K 0.01% 248
2019
Q3 		$73K Sell
2,154
-90
-4% -$3.19K 0.01% 269
2019
Q2 		$76K Buy
2,244
+510
+29% +$19.1K 0.01% 295
2019
Q1 		$70K Buy
1,734
+1,026
+145% +$38.1K 0.01% 307
2018
Q4 		$22K Buy
708
+48
+7% +$1.5K ﹤0.01% 312
2018
Q3 		$25K Buy
660
+384
+139% +$14K 0.01% 220
2018
Q2 		$9K Buy
+276
New +$9.2K ﹤0.01% 232

Other funds holding PANW

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ABN AMRO Investment Solutions
ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CX Institutional's PANW Position: Q3 2026 in Review

CX Institutional increased its Palo Alto Networks (PANW) stake by 414% in Q3 2026, buying an estimated $9.9M and bringing the position to 34,543 shares worth $13.7M. The position accounts for 0.37% of the portfolio, ranked #58.

CX Institutional first reported a position in PANW in Q2 2018 and has held it in 25 quarters since. 792 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • CX Institutional held 34,543 shares of Palo Alto Networks worth $13.7M as of Q3 2026.
  • CX Institutional bought 27,826 Palo Alto Networks shares in Q3 2026, an estimated $9.9M.
  • Palo Alto Networks made up 0.37% of CX Institutional's portfolio in Q3 2026, its #58 holding.
  • CX Institutional first reported a position in Palo Alto Networks in Q2 2018 and has held it in 25 quarters since.
  • 792 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.