Quarry LP’s Palo Alto Networks PANW Stock Holding History

Quarry LP’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 Q1	$125K	Buy	780 +370	+90%	+$62.2K	0.02%	432
2025 Q4	$75.5K	Buy	+410	New	+$82.7K	0.01%	533
2025 Q3	–	Sell	-933	Closed	-$191K	–	2420
2025 Q2	$191K	Sell	933 -245	-21%	-$45.5K	0.04%	370
2025 Q1	$201K	Buy	1,178 +667	+131%	+$123K	0.04%	301
2024 Q4	$93K	Sell	511 -363	-42%	-$68.6K	0.01%	463
2024 Q3	$149K	Buy	874 +328	+60%	+$55.2K	0.04%	308
2024 Q2	$92.5K	Buy	546 +464	+566%	+$69.4K	0.03%	377
2024 Q1	$11.6K	Sell	82 -474	-85%	-$74.8K	﹤0.01%	1138
2023 Q4	$82K	Buy	556 +518	+1,363%	+$69.3K	0.01%	213
2023 Q3	$4.45K	Sell	38 -434	-92%	-$51.4K	﹤0.01%	1025
2023 Q2	$60.3K	Buy	472 +112	+31%	+$11.7K	0.02%	205
2023 Q1	$36K	Sell	360 -192	-35%	-$16.3K	0.01%	397
2022 Q4	$38.5K	Buy	+552	New	+$44.3K	0.01%	147

Other funds holding PANW

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Quarry LP's PANW Position: Q1 2026 in Review

Quarry LP increased its Palo Alto Networks (PANW) stake by 90% in Q1 2026, buying an estimated $62.2K and bringing the position to 780 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #432.

Quarry LP first reported a position in PANW in Q4 2022 and has held it in 13 quarters since. The position peaked at $201K in Q1 2025. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Quarry LP held 780 shares of Palo Alto Networks worth $125K as of Q1 2026.
Quarry LP bought 370 Palo Alto Networks shares in Q1 2026, an estimated $62.2K.
Palo Alto Networks made up 0.02% of Quarry LP's portfolio in Q1 2026, its #432 holding.
Quarry LP first reported a position in Palo Alto Networks in Q4 2022 and has held it in 13 quarters since.
Quarry LP's Palo Alto Networks position peaked at $201K in Q1 2025.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.