Polymer Capital Management’s Palo Alto Networks PANW Stock Holding History
Bought
Maintained
Sold
Other funds holding PANW
Polymer Capital Management's PANW Position: Q2 2026 in Review
Polymer Capital Management reduced its Palo Alto Networks (PANW) stake by 72% in Q2 2026, selling an estimated $690K and leaving 1,167 shares worth $398K. The position accounts for 0.05% of the portfolio, ranked #462.
Polymer Capital Management first reported a position in PANW in Q3 2025 and has held it in 4 quarters since. The position peaked at $720K in Q4 2025. 2,922 funds tracked by Wall St. Rank hold PANW as of Q2 2026.
- Polymer Capital Management held 1,167 shares of Palo Alto Networks worth $398K as of Q2 2026.
- Polymer Capital Management sold 3,015 Palo Alto Networks shares in Q2 2026, an estimated $690K.
- Palo Alto Networks made up 0.05% of Polymer Capital Management's portfolio in Q2 2026, its #462 holding.
- Polymer Capital Management first reported a position in Palo Alto Networks in Q3 2025 and has held it in 4 quarters since.
- Polymer Capital Management's Palo Alto Networks position peaked at $720K in Q4 2025.
- 2,922 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.
Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.