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

Davis 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 Q3	$9.14K	Buy	23 +2	+10%	+$712	0.01%	257
2026 Q2	$7.16K	Buy	+21	New	+$4.81K	﹤0.01%	289
2026 Q1	–	Sell	-6	Closed	-$1.1K	–	631
2025 Q4	$1.1K	Sell	6 -1	-14%	-$202	﹤0.01%	328
2025 Q3	$1.43K	Buy	+7	New	+$1.34K	﹤0.01%	322
2024 Q3	–	Sell	-300	Closed	-$51.1K	–	346
2024 Q2	$51.1K	Buy	+300	New	+$44.9K	0.04%	132

Other funds holding PANW

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

AIM

Avity Investment Management Greenwich, Connecticut $1.6B AUM 32.15% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

Davis Capital Management's PANW Position: Q3 2026 in Review

Davis Capital Management increased its Palo Alto Networks (PANW) stake by 9.5% in Q3 2026, buying an estimated $712 and bringing the position to 23 shares worth $9.14K. The position accounts for 0.01% of the portfolio, ranked #257.

Davis Capital Management first reported a position in PANW in Q2 2024 and has held it in 5 quarters since. The position peaked at $51.1K in Q2 2024. 158 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Davis Capital Management held 23 shares of Palo Alto Networks worth $9.14K as of Q3 2026.
Davis Capital Management bought 2 Palo Alto Networks shares in Q3 2026, an estimated $712.
Palo Alto Networks made up 0.01% of Davis Capital Management's portfolio in Q3 2026, its #257 holding.
Davis Capital Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 5 quarters since.
Davis Capital Management's Palo Alto Networks position peaked at $51.1K in Q2 2024.
158 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.