John Overdeck’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 | $15.2M | Buy |
44,500
+25,900
| +139% | +$5.93M | 0.01% | 1219 |
|
|
2026
Q1 | $2.98M | Sell |
18,600
-400
| -2% | -$67.2K | ﹤0.01% | 2450 |
|
|
2025
Q4 | $3.5M | Buy |
19,000
+17,000
| +850% | +$3.43M | ﹤0.01% | 2024 |
|
|
2025
Q3 | $407K | Buy |
+2,000
| New | +$383K | ﹤0.01% | 3081 |
|
|
2022
Q1 | – | Sell |
-27,600
| Closed | -$2.56M | – | 3877 |
|
|
2021
Q4 | $2.56M | Sell |
27,600
-34,800
| -56% | -$3.01M | 0.01% | 1713 |
|
|
2021
Q3 | $4.98M | Buy |
62,400
+33,600
| +117% | +$2.36M | 0.01% | 1229 |
|
|
2021
Q2 | $1.78M | Buy |
+28,800
| New | +$1.71M | ﹤0.01% | 1966 |
|
|
2021
Q1 | – | Sell |
-6,000
| Closed | -$355K | – | 4149 |
|
|
2020
Q4 | $355K | Sell |
6,000
-27,000
| -82% | -$1.26M | ﹤0.01% | 2741 |
|
|
2020
Q3 | $1.35M | Buy |
33,000
+27,000
| +450% | +$1.12M | ﹤0.01% | 1563 |
|
|
2020
Q2 | $230K | Sell |
6,000
-38,400
| -86% | -$1.35M | ﹤0.01% | 2552 |
|
|
2020
Q1 | $1.21M | Sell |
44,400
-66,600
| -60% | -$2.32M | 0.01% | 1278 |
|
|
2019
Q4 | $4.28M | Sell |
111,000
-26,400
| -19% | -$998K | 0.01% | 1056 |
|
|
2019
Q3 | $4.67M | Buy |
137,400
+49,800
| +57% | +$1.76M | 0.02% | 901 |
|
|
2019
Q2 | $2.98M | Buy |
87,600
+63,600
| +265% | +$2.38M | 0.01% | 1189 |
|
|
2019
Q1 | $972K | Buy |
24,000
+12,000
| +100% | +$445K | ﹤0.01% | 1850 |
|
|
2018
Q4 | $377K | Sell |
12,000
-33,000
| -73% | -$1.03M | ﹤0.01% | 2296 |
|
|
2018
Q3 | $1.69M | Sell |
45,000
-53,400
| -54% | -$1.94M | ﹤0.01% | 1593 |
|
|
2018
Q2 | $3.37M | Buy |
+98,400
| New | +$3.28M | 0.01% | 1269 |
|
|
2018
Q1 | – | Sell |
-28,200
| Closed | -$681K | – | 3414 |
|
|
2017
Q4 | $681K | Buy |
+28,200
| New | +$686K | ﹤0.01% | 2226 |
|
|
2017
Q3 | – | Sell |
-12,000
| Closed | -$268K | – | 3081 |
|
|
2017
Q2 | $268K | Buy |
+12,000
| New | +$242K | ﹤0.01% | 2688 |
|
|
2017
Q1 | – | Sell |
-150,000
| Closed | -$3.13M | – | 3208 |
|
|
2016
Q4 | $3.13M | Buy |
150,000
+18,000
| +14% | +$431K | 0.01% | 1159 |
|
|
2016
Q3 | $3.5M | Buy |
+132,000
| New | +$3.01M | 0.01% | 1098 |
|
|
2016
Q2 | – | Sell |
-24,000
| Closed | -$653K | – | 3144 |
|
|
2016
Q1 | $653K | Sell |
24,000
-24,000
| -50% | -$590K | ﹤0.01% | 1882 |
|
|
2015
Q4 | $1.41M | Buy |
+48,000
| New | +$1.39M | 0.01% | 1281 |
|
Other funds holding PANW
John Overdeck's PANW Position: Q2 2026 in Review
John Overdeck sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 20,222 shares — an estimated $4.63M sold.
John Overdeck first reported a position in PANW in Q3 2013 and held it in 43 quarters. The position peaked at $179M in Q1 2021. 2,890 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- John Overdeck reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
- John Overdeck sold 20,222 Palo Alto Networks shares in Q2 2026, an estimated $4.63M.
- John Overdeck first reported a position in Palo Alto Networks in Q3 2013 and held it in 43 quarters.
- John Overdeck's Palo Alto Networks position peaked at $179M in Q1 2021.
- 2,890 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.