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 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 $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

Evolutionary Tree Capital Management's PANW Position: Q1 2026 in Review

Evolutionary Tree Capital Management opened a new position in Palo Alto Networks (PANW) in Q1 2026: 8,382 shares worth $1.34M. The stake represents 2.53% of the portfolio and ranks #20 among its holdings. This is a return to the name: Evolutionary Tree Capital Management previously reported a position in PANW as recently as Q4 2024.

Evolutionary Tree Capital Management first reported a position in PANW in Q2 2023 and has held it in 8 quarters since. The position peaked at $2.4M in Q1 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Evolutionary Tree Capital Management held 8,382 shares of Palo Alto Networks worth $1.34M as of Q1 2026.
Palo Alto Networks was a new Evolutionary Tree Capital Management position in Q1 2026.
Palo Alto Networks made up 2.53% of Evolutionary Tree Capital Management's portfolio in Q1 2026, its #20 holding.
Evolutionary Tree Capital Management first reported a position in Palo Alto Networks in Q2 2023 and has held it in 8 quarters since.
Evolutionary Tree Capital Management's Palo Alto Networks position peaked at $2.4M in Q1 2024.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Evolutionary Tree Capital Management's 13F filing for Q1 2026, filed 22 May 2026.