DSM Capital Partners’s Palo Alto Networks PANW Stock Holding History

DSM Capital Partners’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	$283K	Buy	+831	New	+$190K	﹤0.01%	55
2026 Q1	–	Sell	-1,133	Closed	-$209K	–	52
2025 Q4	$209K	Sell	1,133 -399	-26%	-$80.5K	﹤0.01%	46
2025 Q3	$312K	Buy	+1,532	New	+$293K	﹤0.01%	39
2024 Q4	–	Sell	-754	Closed	-$129K	–	82
2024 Q3	$129K	Hold	754	–	–	﹤0.01%	44
2024 Q2	$128K	Hold	754	–	–	﹤0.01%	42
2024 Q1	$107K	Hold	754	–	–	﹤0.01%	49
2023 Q4	$111K	Buy	+754	New	+$101K	﹤0.01%	45
2020 Q1	–	Sell	-4,306,188	Closed	-$166M	–	53
2019 Q4	$166M	Buy	4,306,188 +31,776	+0.7%	+$1.2M	2.2%	15
2019 Q3	$145M	Buy	4,274,412 +473,502	+12%	+$16.8M	2.23%	16
2019 Q2	$129M	Buy	+3,800,910	New	+$142M	1.88%	17

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

DSM Capital Partners's PANW Position: Q2 2026 in Review

DSM Capital Partners opened a new position in Palo Alto Networks (PANW) in Q2 2026: 831 shares worth $283K. The stake represents ﹤0.01% of the portfolio and ranks #55 among its holdings. This is a return to the name: DSM Capital Partners previously reported a position in PANW as recently as Q4 2025.

DSM Capital Partners first reported a position in PANW in Q2 2019 and has held it in 10 quarters since. The position peaked at $166M in Q4 2019. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

DSM Capital Partners held 831 shares of Palo Alto Networks worth $283K as of Q2 2026.
Palo Alto Networks was a new DSM Capital Partners position in Q2 2026.
Palo Alto Networks made up ﹤0.01% of DSM Capital Partners's portfolio in Q2 2026, its #55 holding.
DSM Capital Partners first reported a position in Palo Alto Networks in Q2 2019 and has held it in 10 quarters since.
DSM Capital Partners's Palo Alto Networks position peaked at $166M in Q4 2019.
2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.