JM2 Capital’s Palo Alto Networks PANW Stock Holding History

JM2 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
2026 Q3	$1.84M	Buy	4,632 +91	+2%	+$32.4K	1.22%	21
2026 Q2	$1.55M	Buy	4,541 +144	+3%	+$33K	1.06%	25
2026 Q1	$705K	Buy	4,397 +351	+9%	+$59K	0.58%	53
2025 Q4	$745K	Buy	+4,046	New	+$816K	0.6%	45

Other funds holding PANW

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

JM2 Capital's PANW Position: Q3 2026 in Review

JM2 Capital increased its Palo Alto Networks (PANW) stake by 2% in Q3 2026, buying an estimated $32.4K and bringing the position to 4,632 shares worth $1.84M. The position accounts for 1.22% of the portfolio, ranked #21.

JM2 Capital first reported a position in PANW in Q4 2025 and has held it in 4 quarters since. 2,119 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

JM2 Capital held 4,632 shares of Palo Alto Networks worth $1.84M as of Q3 2026.
JM2 Capital bought 91 Palo Alto Networks shares in Q3 2026, an estimated $32.4K.
Palo Alto Networks made up 1.22% of JM2 Capital's portfolio in Q3 2026, its #21 holding.
JM2 Capital first reported a position in Palo Alto Networks in Q4 2025 and has held it in 4 quarters since.
2,119 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on JM2 Capital's 13F filing for Q3 2026, filed 14 Oct 2026.