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

Dudley 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 Q2	$454K	Hold	1,330	–	–	0.18%	93
2026 Q1	$213K	Hold	1,330	–	–	0.09%	128
2025 Q4	$245K	Hold	1,330	–	–	0.11%	118
2025 Q3	$271K	Hold	1,330	–	–	0.12%	113
2025 Q2	$272K	Hold	1,330	–	–	0.14%	104
2025 Q1	$227K	Hold	1,330	–	–	0.12%	113
2024 Q4	$242K	Hold	1,330	–	–	0.12%	108
2024 Q3	$227K	Hold	1,330	–	–	0.12%	108
2024 Q2	$225K	Buy	+1,330	New	+$199K	0.12%	103

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Dudley Capital Management's PANW Position: Q2 2026 in Review

Dudley Capital Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 1,330 shares worth $454K. The position accounts for 0.18% of the portfolio, ranked #93.

Dudley Capital Management first reported a position in PANW in Q2 2024 and has held it in 9 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Dudley Capital Management held 1,330 shares of Palo Alto Networks worth $454K as of Q2 2026.
Dudley Capital Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.18% of Dudley Capital Management's portfolio in Q2 2026, its #93 holding.
Dudley Capital Management first reported a position in Palo Alto Networks in Q2 2024 and has held it in 9 quarters since.
1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.