JC
PANW icon

Jacobs & Co’s Palo Alto Networks PANW Stock Holding History

Jacobs & Co’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
Q2 		$17.3M Sell
50,863
-48
-0.1% -$11K 1.49% 18
2026
Q1 		$8.16M Buy
50,911
+5,762
+13% +$968K 0.81% 50
2025
Q4 		$8.32M Buy
45,149
+1,832
+4% +$370K 0.78% 53
2025
Q3 		$8.82M Buy
43,317
+12,288
+40% +$2.35M 0.84% 46
2025
Q2 		$6.35M Buy
31,029
+1,235
+4% +$229K 0.63% 61
2025
Q1 		$5.08M Buy
29,794
+1,724
+6% +$319K 0.54% 69
2024
Q4 		$5.11M Sell
28,070
-270
-1% -$51K 0.52% 70
2024
Q3 		$4.84M Buy
28,340
+920
+3% +$155K 0.48% 71
2024
Q2 		$4.65M Buy
27,420
+2,414
+10% +$361K 0.49% 70
2024
Q1 		$3.55M Buy
25,006
+736
+3% +$116K 0.38% 76
2023
Q4 		$3.58M Sell
24,270
-20
-0.1% -$2.67K 0.41% 75
2023
Q3 		$2.85M Buy
24,290
+628
+3% +$74.3K 0.35% 78
2023
Q2 		$3.02M Buy
23,662
+130
+0.6% +$13.5K 0.36% 77
2023
Q1 		$2.35M Buy
+23,532
New +$1.99M 0.29% 81

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Jacobs & Co's PANW Position: Q2 2026 in Review

Jacobs & Co reduced its Palo Alto Networks (PANW) stake by 0.09% in Q2 2026, selling an estimated $11K and leaving 50,863 shares worth $17.3M. The position accounts for 1.49% of the portfolio, ranked #18.

Jacobs & Co first reported a position in PANW in Q1 2023 and has held it in 14 quarters since. 1,171 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Jacobs & Co held 50,863 shares of Palo Alto Networks worth $17.3M as of Q2 2026.
  • Jacobs & Co sold 48 Palo Alto Networks shares in Q2 2026, an estimated $11K.
  • Palo Alto Networks made up 1.49% of Jacobs & Co's portfolio in Q2 2026, its #18 holding.
  • Jacobs & Co first reported a position in Palo Alto Networks in Q1 2023 and has held it in 14 quarters since.
  • 1,171 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Jacobs & Co's 13F filing for Q2 2026, filed 9 Jul 2026.