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Lunia Capital’s Palo Alto Networks PANW Stock Holding History

Lunia 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
2021
Q3 		$349K Sell
4,368
-252
-5% -$17.7K 7.77% 4
2021
Q2 		$286K Buy
+4,620
New +$274K 8.8% 5
2021
Q1 		– Sell
-113,250
Closed -$6.71M – 24
2020
Q4 		$6.71M Buy
+113,250
New +$5.29M 2.58% 21
2018
Q1 		– Sell
-109,308
Closed -$2.64M – 35
2017
Q4 		$2.64M Buy
+109,308
New +$2.66M 1.07% 28

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Lunia Capital's PANW Position: Q3 2021 in Review

Lunia Capital reduced its Palo Alto Networks (PANW) stake by 5.5% in Q3 2021, selling an estimated $17.7K and leaving 4,368 shares worth $349K. The position accounts for 7.77% of the portfolio, ranked #4.

Lunia Capital first reported a position in PANW in Q4 2017 and has held it in 4 quarters since. The position peaked at $6.71M in Q4 2020. 1,088 funds tracked by Wall St. Rank hold PANW as of Q3 2021.

  • Lunia Capital held 4,368 shares of Palo Alto Networks worth $349K as of Q3 2021.
  • Lunia Capital sold 252 Palo Alto Networks shares in Q3 2021, an estimated $17.7K.
  • Palo Alto Networks made up 7.77% of Lunia Capital's portfolio in Q3 2021, its #4 holding.
  • Lunia Capital first reported a position in Palo Alto Networks in Q4 2017 and has held it in 4 quarters since.
  • Lunia Capital's Palo Alto Networks position peaked at $6.71M in Q4 2020.
  • 1,088 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2021.

Based on Lunia Capital's 13F filing for Q3 2021, filed 15 Nov 2021.