Picton Mahoney Asset Management’s Palo Alto Networks PANW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-100,000
Closed -$4K 635
2024
Q1
$4K Buy
+100,000
New +$15.8M ﹤0.01% 354
2023
Q1
Sell
-390,000
Closed -$27.2M 570
2022
Q4
$27.2M Buy
+390,000
New +$31.3M 1.28% 8
2022
Q2
Sell
-2,400
Closed -$250K 893
2022
Q1
$250K Buy
+2,400
New +$215K 0.01% 648

Other funds holding PANW

Picton Mahoney Asset Management's PANW Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Palo Alto Networks (PANW) stake by 20% in Q1 2026, buying an estimated $2.94M and bringing the position to 103,254 shares worth $16.6M. The position accounts for 0.12% of the portfolio, ranked #155.

Picton Mahoney Asset Management first reported a position in PANW in Q2 2014 and has held it in 22 quarters since. The position peaked at $18.3M in Q3 2023. 2,469 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Picton Mahoney Asset Management held 103,254 shares of Palo Alto Networks worth $16.6M as of Q1 2026.
  • Picton Mahoney Asset Management bought 17,507 Palo Alto Networks shares in Q1 2026, an estimated $2.94M.
  • Palo Alto Networks made up 0.12% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #155 holding.
  • Picton Mahoney Asset Management first reported a position in Palo Alto Networks in Q2 2014 and has held it in 22 quarters since.
  • Picton Mahoney Asset Management's Palo Alto Networks position peaked at $18.3M in Q3 2023.
  • 2,469 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.