Ithaka Group’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
Q2 | $22.7M | Sell |
66,645
-4,558
| -6% | -$1.04M | 4.13% | 9 |
|
|
2026
Q1 | $11.4M | Buy |
71,203
+1,556
| +2% | +$261K | 2.37% | 17 |
|
|
2025
Q4 | $12.8M | Buy |
69,647
+890
| +1% | +$180K | 2.29% | 16 |
|
|
2025
Q3 | $14M | Sell |
68,757
-185
| -0.3% | -$35.4K | 2.39% | 17 |
|
|
2025
Q2 | $14.1M | Buy |
68,942
+3,539
| +5% | +$657K | 2.42% | 15 |
|
|
2025
Q1 | $11.2M | Sell |
65,403
-3,316
| -5% | -$613K | 2.27% | 18 |
|
|
2024
Q4 | $12.5M | Sell |
68,719
-791
| -1% | -$149K | 2.3% | 16 |
|
|
2024
Q3 | $11.9M | Sell |
69,510
-530
| -0.8% | -$89.2K | 2.25% | 20 |
|
|
2024
Q2 | $11.9M | Buy |
70,040
+710
| +1% | +$106K | 2.19% | 18 |
|
|
2024
Q1 | $9.85M | Sell |
69,330
-5,716
| -8% | -$902K | 1.86% | 24 |
|
|
2023
Q4 | $11.1M | Sell |
75,046
-508
| -0.7% | -$67.9K | 2.19% | 21 |
|
|
2023
Q3 | $8.86M | Sell |
75,554
-2,958
| -4% | -$350K | 2.04% | 22 |
|
|
2023
Q2 | $10M | Buy |
78,512
+24,442
| +45% | +$2.54M | 2.09% | 22 |
|
|
2023
Q1 | $5.4M | Sell |
54,070
-5,486
| -9% | -$465K | 1.14% | 28 |
|
|
2022
Q4 | $4.16M | Buy |
+59,556
| New | +$4.78M | 0.48% | 31 |
|
|
2018
Q4 | – | Sell |
-5,652
| Closed | -$212K | – | 41 |
|
|
2018
Q3 | $212K | Sell |
5,652
-300
| -5% | -$10.9K | 0.03% | 37 |
|
|
2018
Q2 | $204K | Sell |
5,952
-672
| -10% | -$22.4K | 0.03% | 38 |
|
|
2018
Q1 | $200K | Sell |
6,624
-508,008
| -99% | -$14.1M | 0.03% | 38 |
|
|
2017
Q4 | $12.4M | Sell |
514,632
-6,918
| -1% | -$168K | 2.23% | 18 |
|
|
2017
Q3 | $12.5M | Sell |
521,550
-31,764
| -6% | -$723K | 2.3% | 16 |
|
|
2017
Q2 | $12.3M | Buy |
553,314
+1,218
| +0.2% | +$24.6K | 2.24% | 17 |
|
|
2017
Q1 | $10.4M | Sell |
552,096
-31,230
| -5% | -$698K | 2% | 21 |
|
|
2016
Q4 | $12.2M | Sell |
583,326
-128,322
| -18% | -$3.07M | 2.4% | 17 |
|
|
2016
Q3 | $18.9M | Buy |
711,648
+80,964
| +13% | +$1.84M | 2.97% | 15 |
|
|
2016
Q2 | $12.9M | Sell |
630,684
-9,906
| -2% | -$229K | 1.87% | 20 |
|
|
2016
Q1 | $17.4M | Buy |
640,590
+10,920
| +2% | +$268K | 2.52% | 19 |
|
|
2015
Q4 | $18.5M | Buy |
629,670
+174,234
| +38% | +$5.03M | 2.47% | 18 |
|
|
2015
Q3 | $13.1M | Buy |
455,436
+219,462
| +93% | +$6.48M | 2% | 22 |
|
|
2015
Q2 | $6.87M | Sell |
235,974
-18,798
| -7% | -$502K | 1.15% | 33 |
|
|
2015
Q1 | $6.2M | Buy |
+254,772
| New | +$5.7M | 0.98% | 34 |
|
Other funds holding PANW
Ithaka Group's PANW Position: Q2 2026 in Review
Ithaka Group reduced its Palo Alto Networks (PANW) stake by 6.4% in Q2 2026, selling an estimated $1.04M and leaving 66,645 shares worth $22.7M. The position accounts for 4.13% of the portfolio, ranked #9.
Ithaka Group first reported a position in PANW in Q1 2015 and has held it in 30 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Ithaka Group held 66,645 shares of Palo Alto Networks worth $22.7M as of Q2 2026.
- Ithaka Group sold 4,558 Palo Alto Networks shares in Q2 2026, an estimated $1.04M.
- Palo Alto Networks made up 4.13% of Ithaka Group's portfolio in Q2 2026, its #9 holding.
- Ithaka Group first reported a position in Palo Alto Networks in Q1 2015 and has held it in 30 quarters since.
- 2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Ithaka Group's 13F filing for Q2 2026, filed 11 Aug 2026.