PCH
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Polar Capital Holdings’s Palo Alto Networks PANW Stock Holding History

Polar Capital Holdings’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
Q2 		$570M Buy
+1,672,688
New +$383M 1.35% 17
2025
Q3 		– Sell
-515,076
Closed -$105M – 290
2025
Q2 		$105M Sell
515,076
-79,415
-13% -$14.7M 0.55% 48
2025
Q1 		$101M Buy
594,491
+96,715
+19% +$17.9M 0.62% 46
2024
Q4 		$90.6M Sell
497,776
-102,328
-17% -$19.3M 0.51% 58
2024
Q3 		$103M Buy
600,104
+552,936
+1,172% +$93.1M 0.49% 46
2024
Q2 		$8M Sell
47,168
-25,154
-35% -$3.76M 0.05% 205
2024
Q1 		$10.3M Sell
72,322
-701,106
-91% -$111M 0.05% 195
2023
Q4 		$114M Sell
773,428
-310,654
-29% -$41.5M 0.7% 34
2023
Q3 		$127M Sell
1,084,082
-258,190
-19% -$30.6M 0.94% 22
2023
Q2 		$171M Sell
1,342,272
-62,096
-4% -$6.46M 0.87% 19
2023
Q1 		$140M Buy
1,404,368
+240,878
+21% +$20.4M 0.91% 22
2022
Q4 		$81.2M Sell
1,163,490
-494,214
-30% -$39.7M 0.65% 46
2022
Q3 		$136M Buy
1,657,704
+353,748
+27% +$30.6M 0.87% 17
2022
Q2 		$107M Buy
1,303,956
+411,048
+46% +$36.4M 0.63% 32
2022
Q1 		$92.6M Buy
+892,908
New +$79.9M 0.42% 52

Other funds holding PANW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Polar Capital Holdings's PANW Position: Q2 2026 in Review

Polar Capital Holdings opened a new position in Palo Alto Networks (PANW) in Q2 2026: 1,672,688 shares worth $570M. The stake represents 1.35% of the portfolio and ranks #17 among its holdings. This is a return to the name: Polar Capital Holdings previously reported a position in PANW as recently as Q2 2025.

Polar Capital Holdings first reported a position in PANW in Q1 2022 and has held it in 15 quarters since. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Polar Capital Holdings held 1,672,688 shares of Palo Alto Networks worth $570M as of Q2 2026.
  • Palo Alto Networks was a new Polar Capital Holdings position in Q2 2026.
  • Palo Alto Networks made up 1.35% of Polar Capital Holdings's portfolio in Q2 2026, its #17 holding.
  • Polar Capital Holdings first reported a position in Palo Alto Networks in Q1 2022 and has held it in 15 quarters since.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Polar Capital Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.