Mad River Investors’s Palo Alto Networks PANW Stock Holding History

Mad River Investors’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 Q1	$879K	Hold	5,484	–	–	0.32%	19
2025 Q4	$1.01M	Hold	5,484	–	–	0.46%	19
2025 Q3	$1.12M	Buy	+5,484	New	+$1.05M	0.48%	19

Other funds holding PANW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mad River Investors's PANW Position: Q1 2026 in Review

Mad River Investors held its Palo Alto Networks (PANW) position steady in Q1 2026 at 5,484 shares worth $879K. The position accounts for 0.32% of the portfolio, ranked #19.

Mad River Investors first reported a position in PANW in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Mad River Investors held 5,484 shares of Palo Alto Networks worth $879K as of Q1 2026.
Mad River Investors left its Palo Alto Networks share count unchanged in Q1 2026.
Palo Alto Networks made up 0.32% of Mad River Investors's portfolio in Q1 2026, its #19 holding.
Mad River Investors first reported a position in Palo Alto Networks in Q3 2025 and has held it in 3 quarters since.
Mad River Investors's Palo Alto Networks position peaked at $1.12M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Mad River Investors's 13F filing for Q1 2026, filed 23 Apr 2026.