Evolutionary Tree Capital Management’s Palo Alto Networks PANW Stock Holding History

Evolutionary Tree 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	–	Sell	-8,382	Closed	-$1.34M	–	32
2026 Q1	$1.34M	Buy	+8,382	New	+$1.41M	2.53%	20
2025 Q1	–	Sell	-8,976	Closed	-$1.63M	–	31
2024 Q4	$1.63M	Sell	8,976 -640	-7%	-$121K	1.66%	26
2024 Q3	$1.64M	Sell	9,616 -144	-1%	-$24.2K	1.65%	25
2024 Q2	$1.65M	Sell	9,760 -7,104	-42%	-$1.06M	1.7%	23
2024 Q1	$2.4M	Buy	16,864 +2,930	+21%	+$462K	2.41%	17
2023 Q4	$2.05M	Sell	13,934 -4,272	-23%	-$571K	2.27%	17
2023 Q3	$2.13M	Buy	18,206 +3,198	+21%	+$378K	2.75%	15
2023 Q2	$1.92M	Buy	+15,008	New	+$1.56M	2.31%	15

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

Evolutionary Tree Capital Management's PANW Position: Q2 2026 in Review

Evolutionary Tree Capital Management sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 8,382 shares — an estimated $1.34M sold.

Evolutionary Tree Capital Management first reported a position in PANW in Q2 2023 and held it in 8 quarters. The position peaked at $2.4M in Q1 2024. 2,907 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Evolutionary Tree Capital Management reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Evolutionary Tree Capital Management sold 8,382 Palo Alto Networks shares in Q2 2026, an estimated $1.34M.
Evolutionary Tree Capital Management first reported a position in Palo Alto Networks in Q2 2023 and held it in 8 quarters.
Evolutionary Tree Capital Management's Palo Alto Networks position peaked at $2.4M in Q1 2024.
2,907 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Evolutionary Tree Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.