DJE Kapital’s Palo Alto Networks PANW Stock Holding History

DJE Kapital’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	$123M	Buy	352,384 +148,603	+73%	+$34M	2.32%	12
2026 Q1	$31.9M	Sell	203,781 -261,094	-56%	-$43.9M	0.71%	34
2025 Q4	$86.3M	Sell	464,875 -120,877	-21%	-$24.4M	2.39%	17
2025 Q3	$118M	Hold	585,752	–	–	2.88%	11
2025 Q2	$118M	Buy	585,752 +54,535	+10%	+$10.1M	2.88%	11
2025 Q1	$89M	Buy	531,217 +7,535	+1%	+$1.39M	2.63%	13
2024 Q4	$96.2M	Buy	+523,682	New	+$98.9M	2.25%	16

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

DJE Kapital's PANW Position: Q2 2026 in Review

DJE Kapital increased its Palo Alto Networks (PANW) stake by 73% in Q2 2026, buying an estimated $34M and bringing the position to 352,384 shares worth $123M. The position accounts for 2.32% of the portfolio, ranked #12.

DJE Kapital first reported a position in PANW in Q4 2024 and has held it in 7 quarters since. 2,888 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

DJE Kapital held 352,384 shares of Palo Alto Networks worth $123M as of Q2 2026.
DJE Kapital bought 148,603 Palo Alto Networks shares in Q2 2026, an estimated $34M.
Palo Alto Networks made up 2.32% of DJE Kapital's portfolio in Q2 2026, its #12 holding.
DJE Kapital first reported a position in Palo Alto Networks in Q4 2024 and has held it in 7 quarters since.
2,888 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on DJE Kapital's 13F filing for Q2 2026, filed 4 Aug 2026.