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
2024 Q4	–	Sell	-8,400	Closed	-$1.44M	–	867
2024 Q3	$1.44M	Sell	8,400 -17,800	-68%	-$3M	0.04%	341
2024 Q2	$4.44M	Buy	+26,200	New	+$3.92M	0.13%	154
2023 Q4	–	Sell	-11,400	Closed	-$1.34M	–	889
2023 Q3	$1.34M	Buy	+11,400	New	+$1.35M	0.05%	311
2023 Q2	–	Sell	-15,200	Closed	-$1.52M	–	898
2023 Q1	$1.52M	Sell	15,200 -17,800	-54%	-$1.51M	0.05%	289
2022 Q4	$2.3M	Buy	+33,000	New	+$2.65M	0.11%	184
2019 Q4	–	Sell	-17,400	Closed	-$591K	–	2408
2019 Q3	$591K	Buy	17,400 +7,200	+71%	+$255K	0.01%	1043
2019 Q2	$346K	Buy	+10,200	New	+$382K	0.01%	1214
2017 Q4	–	Sell	-43,800	Closed	-$1.05M	–	2193
2017 Q3	$1.05M	Buy	+43,800	New	+$998K	0.01%	1146
2016 Q3	–	Sell	-45,000	Closed	-$920K	–	2049
2016 Q2	$920K	Buy	+45,000	New	+$1.04M	0.01%	1216
2015 Q3	–	Sell	-1,165,200	Closed	-$33.9M	–	1828
2015 Q2	$33.9M	Buy	+1,165,200	New	+$31.1M	0.65%	21

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.