KC
PANW icon

Kadensa Capital’s Palo Alto Networks PANW Stock Holding History

Kadensa 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
2025
Q3 		– Sell
-21,887
Closed -$4.48M – 59
2025
Q2 		$4.48M Sell
21,887
-69,147
-76% -$12.8M 0.71% 38
2025
Q1 		$15.5M Sell
91,034
-51,252
-36% -$9.48M 1.93% 23
2024
Q4 		$25.9M Buy
+142,286
New +$26.9M 3.14% 9
2023
Q2 		– Sell
-77,594
Closed -$7.75M – 34
2023
Q1 		$7.75M Buy
+77,594
New +$6.58M 1.55% 18
2022
Q4 		– Sell
-76,848
Closed -$6.29M – 28
2022
Q3 		$6.29M Buy
76,848
+28,122
+58% +$2.44M 2.06% 14
2022
Q2 		$4.01M Buy
+48,726
New +$4.32M 1.52% 16

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Kadensa Capital's PANW Position: Q3 2025 in Review

Kadensa Capital sold out of Palo Alto Networks (PANW) in Q3 2025, closing a stake of 21,887 shares — an estimated $4.48M sold.

Kadensa Capital first reported a position in PANW in Q2 2022 and held it in 6 quarters. The position peaked at $25.9M in Q4 2024. 2,431 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Kadensa Capital reported no remaining Palo Alto Networks position as of Q3 2025 after selling out during the quarter.
  • Kadensa Capital sold 21,887 Palo Alto Networks shares in Q3 2025, an estimated $4.48M.
  • Kadensa Capital first reported a position in Palo Alto Networks in Q2 2022 and held it in 6 quarters.
  • Kadensa Capital's Palo Alto Networks position peaked at $25.9M in Q4 2024.
  • 2,431 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Kadensa Capital's 13F filing for Q3 2025, filed 14 Nov 2025.