Geode Capital Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.09B | Buy |
19,323,515
+3,334,258
| +21% | +$560M | 0.19% | 85 |
|
|
2025
Q4 | $2.93B | Buy |
15,989,257
+540,756
| +4% | +$109M | 0.18% | 88 |
|
|
2025
Q3 | $3.13B | Buy |
15,448,501
+274,472
| +2% | +$52.5M | 0.2% | 85 |
|
|
2025
Q2 | $3.09B | Buy |
15,174,029
+169,055
| +1% | +$31.4M | 0.22% | 78 |
|
|
2025
Q1 | $2.55B | Buy |
15,004,974
+622,858
| +4% | +$115M | 0.2% | 88 |
|
|
2024
Q4 | $2.61B | Sell |
14,382,116
-931,820
| -6% | -$176M | 0.2% | 80 |
|
|
2024
Q3 | $2.61B | Buy |
15,313,936
+441,800
| +3% | +$74.4M | 0.21% | 77 |
|
|
2024
Q2 | $2.52B | Buy |
14,872,136
+844,486
| +6% | +$126M | 0.22% | 77 |
|
|
2024
Q1 | $1.99B | Buy |
14,027,650
+526,746
| +4% | +$83.1M | 0.18% | 98 |
|
|
2023
Q4 | $1.99B | Buy |
13,500,904
+1,728,288
| +15% | +$231M | 0.21% | 88 |
|
|
2023
Q3 | $1.38B | Buy |
11,772,616
+353,760
| +3% | +$41.9M | 0.16% | 112 |
|
|
2023
Q2 | $1.46B | Buy |
11,418,856
+4,665,654
| +69% | +$485M | 0.17% | 103 |
|
|
2023
Q1 | $674M | Buy |
6,753,202
+185,520
| +3% | +$15.7M | 0.09% | 233 |
|
|
2022
Q4 | $458M | Buy |
6,567,682
+76,430
| +1% | +$6.14M | 0.06% | 307 |
|
|
2022
Q3 | $531M | Buy |
6,491,252
+25,304
| +0.4% | +$2.19M | 0.08% | 255 |
|
|
2022
Q2 | $532M | Sell |
6,465,948
-1,501,572
| -19% | -$133M | 0.08% | 253 |
|
|
2022
Q1 | $825M | Buy |
7,967,520
+434,964
| +6% | +$38.9M | 0.1% | 181 |
|
|
2021
Q4 | $698M | Buy |
7,532,556
+827,772
| +12% | +$71.6M | 0.08% | 226 |
|
|
2021
Q3 | $534M | Sell |
6,704,784
-90,906
| -1% | -$6.39M | 0.07% | 272 |
|
|
2021
Q2 | $420M | Buy |
6,795,690
+310,560
| +5% | +$18.4M | 0.06% | 322 |
|
|
2021
Q1 | $348M | Buy |
6,485,130
+635,736
| +11% | +$37.8M | 0.05% | 352 |
|
|
2020
Q4 | $346M | Buy |
5,849,394
+225,162
| +4% | +$10.5M | 0.06% | 320 |
|
|
2020
Q3 | $229M | Sell |
5,624,232
-304,830
| -5% | -$12.7M | 0.04% | 373 |
|
|
2020
Q2 | $227M | Buy |
5,929,062
+21,798
| +0.4% | +$768K | 0.05% | 353 |
|
|
2020
Q1 | $161M | Buy |
5,907,264
+197,184
| +3% | +$6.88M | 0.04% | 380 |
|
|
2019
Q4 | $220M | Buy |
5,710,080
+316,512
| +6% | +$12M | 0.05% | 380 |
|
|
2019
Q3 | $183M | Buy |
5,393,568
+61,560
| +1% | +$2.18M | 0.04% | 407 |
|
|
2019
Q2 | $181M | Buy |
5,332,008
+186,372
| +4% | +$6.97M | 0.04% | 395 |
|
|
2019
Q1 | $208M | Buy |
5,145,636
+279,732
| +6% | +$10.4M | 0.05% | 342 |
|
|
2018
Q4 | $153M | Buy |
4,865,904
+193,704
| +4% | +$6.04M | 0.05% | 382 |
|
|
2018
Q3 | $175M | Buy |
4,672,200
+282,786
| +6% | +$10.3M | 0.05% | 374 |
|
|
2018
Q2 | $150M | Buy |
4,389,414
+315,102
| +8% | +$10.5M | 0.05% | 397 |
|
|
2018
Q1 | $123M | Buy |
4,074,312
+54,714
| +1% | +$1.52M | 0.04% | 441 |
|
|
2017
Q4 | $97M | Buy |
4,019,598
+71,316
| +2% | +$1.73M | 0.03% | 496 |
|
|
2017
Q3 | $94.8M | Buy |
3,948,282
+84,114
| +2% | +$1.92M | 0.04% | 480 |
|
|
2017
Q2 | $86.1M | Buy |
3,864,168
+128,748
| +3% | +$2.6M | 0.03% | 487 |
|
|
2017
Q1 | $70.1M | Buy |
3,735,420
+180,816
| +5% | +$4.04M | 0.03% | 529 |
|
|
2016
Q4 | $74.1M | Buy |
3,554,604
+260,568
| +8% | +$6.24M | 0.03% | 476 |
|
|
2016
Q3 | $87.4M | Buy |
3,294,036
+499,980
| +18% | +$11.4M | 0.04% | 406 |
|
|
2016
Q2 | $57.1M | Buy |
2,794,056
+227,070
| +9% | +$5.26M | 0.03% | 503 |
|
|
2016
Q1 | $69.8K | Buy |
2,566,986
+98,628
| +4% | +$2.42M | 0.04% | 438 |
|
|
2015
Q4 | $72.4M | Buy |
2,468,358
+140,124
| +6% | +$4.04M | 0.04% | 418 |
|
|
2015
Q3 | $66.7M | Buy |
2,328,234
+51,918
| +2% | +$1.53M | 0.04% | 429 |
|
|
2015
Q2 | $66.2M | Buy |
2,276,316
+193,788
| +9% | +$5.17M | 0.04% | 442 |
|
|
2015
Q1 | $50.7M | Buy |
2,082,528
+101,784
| +5% | +$2.28M | 0.03% | 516 |
|
|
2014
Q4 | $40.4M | Buy |
1,980,744
+103,644
| +6% | +$1.91M | 0.02% | 559 |
|
|
2014
Q3 | $30.7M | Buy |
1,877,100
+501,594
| +36% | +$7.2M | 0.02% | 633 |
|
|
2014
Q2 | $19.2M | Buy |
1,375,506
+51,294
| +4% | +$599K | 0.01% | 879 |
|
|
2014
Q1 | $15.1M | Buy |
1,324,212
+47,220
| +4% | +$536K | 0.01% | 959 |
|
|
2013
Q4 | $12.2M | Buy |
1,276,992
+161,712
| +14% | +$1.28M | 0.01% | 1055 |
|
|
2013
Q3 | $8.52M | Buy |
1,115,280
+338,382
| +44% | +$2.67M | 0.01% | 1187 |
|
|
2013
Q2 | $5.46M | Buy |
+776,898
| New | +$6.47M | ﹤0.01% | 1353 |
|
Other funds holding PANW
VCM
VPM
Geode Capital Management's PANW Position: Q1 2026 in Review
Geode Capital Management increased its Palo Alto Networks (PANW) stake by 21% in Q1 2026, buying an estimated $560M and bringing the position to 19,323,515 shares worth $3.09B. The position accounts for 0.19% of the portfolio, ranked #85.
Geode Capital Management first reported a position in PANW in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.13B in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.
- Geode Capital Management held 19,323,515 shares of Palo Alto Networks worth $3.09B as of Q1 2026.
- Geode Capital Management bought 3,334,258 Palo Alto Networks shares in Q1 2026, an estimated $560M.
- Palo Alto Networks made up 0.19% of Geode Capital Management's portfolio in Q1 2026, its #85 holding.
- Geode Capital Management first reported a position in Palo Alto Networks in Q2 2013 and has held it in 52 quarters since.
- Geode Capital Management's Palo Alto Networks position peaked at $3.13B in Q3 2025.
- 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.
Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.