Palogic Value Management’s Palo Alto Networks PANW Stock Holding History

Palogic Value 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	$1.11M	Buy	6,910 +656	+10%	+$110K	0.47%	61
2025 Q4	$1.15M	Buy	6,254 +335	+6%	+$67.6K	0.48%	65
2025 Q3	$1.21M	Buy	5,919 +1,419	+32%	+$272K	0.48%	68
2025 Q2	$921K	Hold	4,500	–	–	0.38%	84
2025 Q1	$768K	Hold	4,500	–	–	0.33%	90
2024 Q4	$819K	Hold	4,500	–	–	0.31%	87
2024 Q3	$769K	Hold	4,500	–	–	0.26%	96
2024 Q2	$763K	Hold	4,500	–	–	0.32%	87
2024 Q1	$639K	Hold	4,500	–	–	0.28%	94
2023 Q4	$663K	Hold	4,500	–	–	0.29%	91
2023 Q3	$527K	Hold	4,500	–	–	0.25%	97
2023 Q2	$575K	Hold	4,500	–	–	0.27%	95
2023 Q1	$449K	Hold	4,500	–	–	0.22%	106
2022 Q4	$314K	Buy	+4,500	New	+$361K	0.16%	120

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

Palogic Value Management's PANW Position: Q1 2026 in Review

Palogic Value Management increased its Palo Alto Networks (PANW) stake by 10% in Q1 2026, buying an estimated $110K and bringing the position to 6,910 shares worth $1.11M. The position accounts for 0.47% of the portfolio, ranked #61.

Palogic Value Management first reported a position in PANW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.21M in Q3 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Palogic Value Management held 6,910 shares of Palo Alto Networks worth $1.11M as of Q1 2026.
Palogic Value Management bought 656 Palo Alto Networks shares in Q1 2026, an estimated $110K.
Palo Alto Networks made up 0.47% of Palogic Value Management's portfolio in Q1 2026, its #61 holding.
Palogic Value Management first reported a position in Palo Alto Networks in Q4 2022 and has held it in 14 quarters since.
Palogic Value Management's Palo Alto Networks position peaked at $1.21M in Q3 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.