Randolph Company’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
2026
Q1
$31.6M Buy
196,925
+112,627
+134% +$18.9M 3.02% 19
2025
Q4
$15.5M Buy
84,298
+923
+1% +$186K 1.49% 24
2025
Q3
$17M Buy
83,375
+689
+0.8% +$132K 1.65% 24
2025
Q2
$16.9M Buy
82,686
+127
+0.2% +$23.6K 1.74% 26
2025
Q1
$14.1M Sell
82,559
-571
-0.7% -$106K 1.65% 26
2024
Q4
$15.1M Sell
83,130
-76
-0.1% -$14.4K 1.69% 25
2024
Q3
$14.2M Sell
83,206
-352
-0.4% -$59.2K 1.65% 26
2024
Q2
$14.2M Buy
83,558
+44
+0.1% +$6.58K 1.74% 25
2024
Q1
$11.9M Buy
+83,514
New +$13.2M 1.46% 27

Other funds holding PANW

Randolph Company's PANW Position: Q1 2026 in Review

Randolph Company increased its Palo Alto Networks (PANW) stake by 134% in Q1 2026, buying an estimated $18.9M and bringing the position to 196,925 shares worth $31.6M. The position accounts for 3.02% of the portfolio, ranked #19.

Randolph Company first reported a position in PANW in Q1 2024 and has held it in 9 quarters since. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Randolph Company held 196,925 shares of Palo Alto Networks worth $31.6M as of Q1 2026.
  • Randolph Company bought 112,627 Palo Alto Networks shares in Q1 2026, an estimated $18.9M.
  • Palo Alto Networks made up 3.02% of Randolph Company's portfolio in Q1 2026, its #19 holding.
  • Randolph Company first reported a position in Palo Alto Networks in Q1 2024 and has held it in 9 quarters since.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Randolph Company's 13F filing for Q1 2026, filed 24 Apr 2026.