Oribel Capital Management’s Palo Alto Networks PANW Stock Holding History

Oribel Capital Management’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	$16.9M	Sell	105,200 -3,000	-3%	-$504K	0.74%	48
2025 Q4	$19.9M	Buy	+108,200	New	+$21.8M	0.91%	39
2024 Q4	–	Sell	-92,200	Closed	-$15.8M	–	128
2024 Q3	$15.8M	Buy	+92,200	New	+$15.5M	0.69%	48
2022 Q4	–	Sell	-40,800	Closed	-$3.28M	–	110
2022 Q3	$3.34M	Buy	+40,800	New	+$3.53M	0.45%	59

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

Oribel Capital Management's PANW Position: Q1 2026 in Review

Oribel Capital Management reduced its Palo Alto Networks (PANW) stake by 2.8% in Q1 2026, selling an estimated $504K and leaving 105,200 shares worth $16.9M. The position accounts for 0.74% of the portfolio, ranked #48.

Oribel Capital Management first reported a position in PANW in Q3 2022 and has held it in 4 quarters since. The position peaked at $19.9M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Oribel Capital Management held 105,200 shares of Palo Alto Networks worth $16.9M as of Q1 2026.
Oribel Capital Management sold 3,000 Palo Alto Networks shares in Q1 2026, an estimated $504K.
Palo Alto Networks made up 0.74% of Oribel Capital Management's portfolio in Q1 2026, its #48 holding.
Oribel Capital Management first reported a position in Palo Alto Networks in Q3 2022 and has held it in 4 quarters since.
Oribel Capital Management's Palo Alto Networks position peaked at $19.9M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Oribel Capital Management's 13F filing for Q1 2026, filed 14 May 2026.