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

Firsthand 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	$1.6M	Hold	10,000	–	–	3.42%	10
2025 Q4	$1.84M	Hold	10,000	–	–	3.42%	13
2025 Q3	$2.04M	Hold	10,000	–	–	3.42%	12
2025 Q2	$2.05M	Hold	10,000	–	–	3.68%	7
2025 Q1	$1.71M	Hold	10,000	–	–	4.14%	7
2024 Q4	$1.82M	Hold	10,000	–	–	3.79%	6
2024 Q3	$1.71M	Sell	10,000 -90,000	-90%	-$15.1M	3.37%	13
2024 Q2	$369K	Buy	100,000 +90,000	+900%	+$13.5M	0.72%	28
2024 Q1	$1.42M	Sell	10,000 -20,000	-67%	-$3.15M	2.31%	18
2023 Q4	$1.47M	Hold	30,000	–	–	2.04%	17
2023 Q3	$3.52M	Hold	30,000	–	–	5.07%	4
2023 Q2	$3.83M	Hold	30,000	–	–	4.6%	5
2023 Q1	$3M	Hold	30,000	–	–	3.25%	13
2022 Q4	$2.09M	Hold	30,000	–	–	2.44%	15
2022 Q3	$2.46M	Hold	30,000	–	–	2.24%	14
2022 Q2	$2.47M	Hold	30,000	–	–	2.13%	15
2022 Q1	$3.11M	Sell	30,000 -30,000	-50%	-$2.69M	1.62%	18
2021 Q4	$5.57M	Hold	60,000	–	–	2.12%	17
2021 Q3	$4.79M	Hold	60,000	–	–	1.43%	19
2021 Q2	$3.71M	Hold	60,000	–	–	0.93%	23
2021 Q1	$3.22M	Hold	60,000	–	–	0.9%	25
2020 Q4	$3.55M	Hold	60,000	–	–	0.97%	26
2020 Q3	$2.45M	Hold	60,000	–	–	0.97%	26
2020 Q2	$2.3M	Hold	60,000	–	–	1.05%	29
2020 Q1	$1.64M	Sell	60,000 -60,000	-50%	-$2.09M	1.3%	25
2019 Q4	$4.63M	Hold	120,000	–	–	1.8%	22
2019 Q3	$4.08M	Hold	120,000	–	–	1.65%	26
2019 Q2	$4.08M	Hold	120,000	–	–	1.57%	26
2019 Q1	$4.86M	Hold	120,000	–	–	1.81%	22
2018 Q4	$3.77M	Hold	120,000	–	–	2.38%	18
2018 Q3	$4.5M	Hold	120,000	–	–	2.12%	18
2018 Q2	$4.11M	Hold	120,000	–	–	1.93%	18
2018 Q1	$3.63M	Hold	120,000	–	–	2.03%	17
2017 Q4	$2.9M	Hold	120,000	–	–	2.13%	15
2017 Q3	$2.88M	Hold	120,000	–	–	2.56%	14
2017 Q2	$2.68M	Hold	120,000	–	–	2.7%	13
2017 Q1	$2.25M	Hold	120,000	–	–	2.41%	17
2016 Q4	$2.5M	Hold	120,000	–	–	2.7%	14
2016 Q3	$3.19M	Hold	120,000	–	–	2.93%	13
2016 Q2	$2.45M	Hold	120,000	–	–	2.69%	18
2016 Q1	$3.26M	Hold	120,000	–	–	2.81%	16
2015 Q4	$3.52M	Sell	120,000 -60,000	-33%	-$1.73M	2.72%	16
2015 Q3	$5.16M	Hold	180,000	–	–	4.13%	7
2015 Q2	$5.24M	Hold	180,000	–	–	3.31%	11
2015 Q1	$4.38M	Hold	180,000	–	–	2.76%	13
2014 Q4	$3.68M	Buy	180,000 +60,000	+50%	+$1.11M	2.16%	17
2014 Q3	$1.96M	Hold	120,000	–	–	1.03%	25
2014 Q2	$1.68M	Hold	120,000	–	–	0.77%	26
2014 Q1	$1.37M	Buy	120,000 +60,000	+100%	+$681K	0.64%	25
2013 Q4	$575K	Hold	60,000	–	–	0.28%	32
2013 Q3	$458K	Hold	60,000	–	–	0.37%	26
2013 Q2	$422K	Buy	+60,000	New	+$500K	0.41%	26

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

Firsthand Capital Management's PANW Position: Q1 2026 in Review

Firsthand Capital Management held its Palo Alto Networks (PANW) position steady in Q1 2026 at 10,000 shares worth $1.6M. The position accounts for 3.42% of the portfolio, ranked #10.

Firsthand Capital Management first reported a position in PANW in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.57M in Q4 2021. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Firsthand Capital Management held 10,000 shares of Palo Alto Networks worth $1.6M as of Q1 2026.
Firsthand Capital Management left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 3.42% of Firsthand Capital Management's portfolio in Q1 2026, its #10 holding.
Firsthand Capital Management first reported a position in Palo Alto Networks in Q2 2013 and has held it in 52 quarters since.
Firsthand Capital Management's Palo Alto Networks position peaked at $5.57M in Q4 2021.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Firsthand Capital Management's 13F filing for Q1 2026, filed 14 May 2026.