Greenvale Capital’s Palo Alto Networks PANW Stock Holding History

Greenvale Capital’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
2022 Q1	–	Sell	-480,000	Closed	-$44.5M	–	16
2021 Q4	$44.5M	Sell	480,000 -60,000	-11%	-$5.19M	5.47%	10
2021 Q3	$43.1M	Sell	540,000 -420,000	-44%	-$29.5M	5.2%	9
2021 Q2	$59.4M	Buy	+960,000	New	+$56.9M	6.55%	10

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Greenvale Capital's PANW Position: Q1 2022 in Review

Greenvale Capital sold out of Palo Alto Networks (PANW) in Q1 2022, closing a stake of 480,000 shares — an estimated $44.5M sold.

Greenvale Capital first reported a position in PANW in Q2 2021 and held it in 3 quarters. The position peaked at $59.4M in Q2 2021. 1,315 funds tracked by Wall St. Rank hold PANW as of Q1 2022.

Greenvale Capital reported no remaining Palo Alto Networks position as of Q1 2022 after selling out during the quarter.
Greenvale Capital sold 480,000 Palo Alto Networks shares in Q1 2022, an estimated $44.5M.
Greenvale Capital first reported a position in Palo Alto Networks in Q2 2021 and held it in 3 quarters.
Greenvale Capital's Palo Alto Networks position peaked at $59.4M in Q2 2021.
1,315 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2022.

Based on Greenvale Capital's 13F filing for Q1 2022, filed 16 May 2022.