MCP
PANW icon

Meridiem Capital Partners’s Palo Alto Networks PANW Stock Holding History

Meridiem Capital Partners’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 		$17.5M Buy
+108,952
New +$18.3M 1.14% 33
2025
Q4 		– Sell
-88,616
Closed -$18M – 94
2025
Q3 		$18M Buy
88,616
+47,220
+114% +$9.04M 1.15% 35
2025
Q2 		$8.47M Buy
+41,396
New +$7.69M 0.6% 52

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridiem Capital Partners's PANW Position: Q1 2026 in Review

Meridiem Capital Partners opened a new position in Palo Alto Networks (PANW) in Q1 2026: 108,952 shares worth $17.5M. The stake represents 1.14% of the portfolio and ranks #33 among its holdings. This is a return to the name: Meridiem Capital Partners previously reported a position in PANW as recently as Q3 2025.

Meridiem Capital Partners first reported a position in PANW in Q2 2025 and has held it in 3 quarters since. The position peaked at $18M in Q3 2025. 2,460 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Meridiem Capital Partners held 108,952 shares of Palo Alto Networks worth $17.5M as of Q1 2026.
  • Palo Alto Networks was a new Meridiem Capital Partners position in Q1 2026.
  • Palo Alto Networks made up 1.14% of Meridiem Capital Partners's portfolio in Q1 2026, its #33 holding.
  • Meridiem Capital Partners first reported a position in Palo Alto Networks in Q2 2025 and has held it in 3 quarters since.
  • Meridiem Capital Partners's Palo Alto Networks position peaked at $18M in Q3 2025.
  • 2,460 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Meridiem Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.