Paloma Partners’s Palo Alto Networks PANW Stock Holding History

Paloma 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
2025 Q4	–	Sell	-5,000	Closed	-$1.02M	–	83
2025 Q3	$1.02M	Buy	+5,000	New	+$957K	0.17%	65
2024 Q2	–	Sell	-2	Closed	-$299	–	1415
2024 Q1	$284	Sell	2 -532	-100%	-$83.9K	﹤0.01%	742
2023 Q4	$78.7K	Buy	534 +488	+1,061%	+$65.2K	﹤0.01%	647
2023 Q3	$5.39K	Sell	46 -1,930	-98%	-$228K	﹤0.01%	668
2023 Q2	$252K	Sell	1,976 -13,568	-87%	-$1.41M	0.01%	576
2023 Q1	$1.55M	Buy	15,544 +1,286	+9%	+$109K	0.05%	287
2022 Q4	$995K	Buy	+14,258	New	+$1.14M	0.05%	360
2022 Q3	–	Sell	-4,794	Closed	-$395K	–	1247
2022 Q2	$395K	Sell	4,794 -48,066	-91%	-$4.26M	0.01%	692
2022 Q1	$5.48M	Buy	52,860 +22,410	+74%	+$2.01M	0.16%	82
2021 Q4	$2.83M	Buy	+30,450	New	+$2.63M	0.04%	353
2021 Q3	–	Sell	-50,940	Closed	-$3.15M	–	1680
2021 Q2	$3.15M	Buy	50,940 +33,588	+194%	+$1.99M	0.06%	299
2021 Q1	$931K	Sell	17,352 -117,336	-87%	-$6.97M	0.02%	733
2020 Q4	$7.98M	Buy	134,688 +45,372	+51%	+$2.12M	0.21%	95
2020 Q3	$3.64M	Sell	89,316 -44,208	-33%	-$1.84M	0.09%	210
2020 Q2	$5.11M	Buy	+133,524	New	+$4.7M	0.09%	285
2020 Q1	–	Sell	-30,396	Closed	-$1.17M	–	1852
2019 Q4	$1.17M	Sell	30,396 -22,092	-42%	-$835K	0.02%	869
2019 Q3	$1.78M	Buy	52,488 +33,828	+181%	+$1.2M	0.04%	476
2019 Q2	$634K	Sell	18,660 -38,004	-67%	-$1.42M	0.01%	916
2019 Q1	$2.29M	Buy	+56,664	New	+$2.1M	0.06%	389
2018 Q4	–	Sell	-55,278	Closed	-$1.72M	–	1651
2018 Q3	$2.08M	Buy	55,278 +47,988	+658%	+$1.75M	0.04%	436
2018 Q2	$250K	Sell	7,290 -50,430	-87%	-$1.68M	﹤0.01%	1369
2018 Q1	$1.75M	Sell	57,720 -45,732	-44%	-$1.27M	0.03%	660
2017 Q4	$2.5M	Buy	103,452 +47,550	+85%	+$1.16M	0.03%	559
2017 Q3	$1.34M	Sell	55,902 -108,060	-66%	-$2.46M	0.02%	995
2017 Q2	$3.66M	Buy	+163,962	New	+$3.31M	0.04%	435
2017 Q1	–	Sell	-94,692	Closed	-$1.97M	–	2167
2016 Q4	$1.97M	Buy	94,692 +81,240	+604%	+$1.95M	0.02%	682
2016 Q3	$357K	Sell	13,452 -95,292	-88%	-$2.17M	﹤0.01%	1557
2016 Q2	$2.22M	Buy	+108,744	New	+$2.52M	0.02%	662
2016 Q1	–	Sell	-113,088	Closed	-$3.32M	–	2008
2015 Q4	$3.32M	Buy	113,088 +94,638	+513%	+$2.73M	0.09%	197
2015 Q3	$529K	Buy	+18,450	New	+$544K	0.01%	995
2014 Q4	–	Sell	-93,618	Closed	-$1.53M	–	1313
2014 Q3	$1.53M	Buy	+93,618	New	+$1.34M	0.07%	276
2014 Q1	–	Sell	-22,464	Closed	-$215K	–	918
2013 Q4	$215K	Sell	22,464 -5,106	-19%	-$40.5K	0.01%	897
2013 Q3	$211K	Sell	27,570 -1,830	-6%	-$14.4K	0.01%	741
2013 Q2	$207K	Buy	+29,400	New	+$245K	0.01%	888

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Paloma Partners's PANW Position: Q4 2025 in Review

Paloma Partners sold out of Palo Alto Networks (PANW) in Q4 2025, closing a stake of 5,000 shares — an estimated $1.02M sold.

Paloma Partners first reported a position in PANW in Q2 2013 and held it in 34 quarters. The position peaked at $7.98M in Q4 2020. 2,524 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

Paloma Partners reported no remaining Palo Alto Networks position as of Q4 2025 after selling out during the quarter.
Paloma Partners sold 5,000 Palo Alto Networks shares in Q4 2025, an estimated $1.02M.
Paloma Partners first reported a position in Palo Alto Networks in Q2 2013 and held it in 34 quarters.
Paloma Partners's Palo Alto Networks position peaked at $7.98M in Q4 2020.
2,524 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on Paloma Partners's 13F filing for Q4 2025, filed 17 Feb 2026.