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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DSM Capital Partners's PANW Position: Q1 2026 in Review

DSM Capital Partners sold out of Palo Alto Networks (PANW) in Q1 2026, closing a stake of 1,133 shares — an estimated $209K sold.

DSM Capital Partners first reported a position in PANW in Q2 2019 and held it in 9 quarters. The position peaked at $166M in Q4 2019. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

DSM Capital Partners reported no remaining Palo Alto Networks position as of Q1 2026 after selling out during the quarter.
DSM Capital Partners sold 1,133 Palo Alto Networks shares in Q1 2026, an estimated $209K.
DSM Capital Partners first reported a position in Palo Alto Networks in Q2 2019 and held it in 9 quarters.
DSM Capital Partners's Palo Alto Networks position peaked at $166M in Q4 2019.
2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on DSM Capital Partners's 13F filing for Q1 2026, filed 29 Apr 2026.