IG
PANW icon

Ithaka Group’s Palo Alto Networks PANW Stock Holding History

Ithaka Group’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 		$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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ithaka Group's PANW Position: Q1 2026 in Review

Ithaka Group increased its Palo Alto Networks (PANW) stake by 2.2% in Q1 2026, buying an estimated $261K and bringing the position to 71,203 shares worth $11.4M. The position accounts for 2.37% of the portfolio, ranked #17.

Ithaka Group first reported a position in PANW in Q1 2015 and has held it in 29 quarters since. The position peaked at $18.9M in Q3 2016. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Ithaka Group held 71,203 shares of Palo Alto Networks worth $11.4M as of Q1 2026.
  • Ithaka Group bought 1,556 Palo Alto Networks shares in Q1 2026, an estimated $261K.
  • Palo Alto Networks made up 2.37% of Ithaka Group's portfolio in Q1 2026, its #17 holding.
  • Ithaka Group first reported a position in Palo Alto Networks in Q1 2015 and has held it in 29 quarters since.
  • Ithaka Group's Palo Alto Networks position peaked at $18.9M in Q3 2016.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Ithaka Group's 13F filing for Q1 2026, filed 12 May 2026.