Riposte Capital’s Palo Alto Networks PANW Stock Holding History

Riposte Capital’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
2025 Q1	–	Sell	-65,000	Closed	-$11.8M	–	37
2024 Q4	$11.8M	Buy	+65,000	New	+$12.3M	2.27%	12
2024 Q3	–	Sell	-90,000	Closed	-$15.3M	–	25
2024 Q2	$15.3M	Buy	+90,000	New	+$13.5M	1.91%	10
2024 Q1	–	Sell	-50,000	Closed	-$7.37M	–	24
2023 Q4	$7.37M	Sell	50,000 -110,000	-69%	-$14.7M	1.16%	13
2023 Q3	$18.8M	Buy	160,000 +70,000	+78%	+$8.28M	2.15%	6
2023 Q2	$11.5M	Sell	90,000 -30,000	-25%	-$3.12M	4.72%	7
2023 Q1	$12M	Sell	120,000 -18,144	-13%	-$1.54M	1.36%	8
2022 Q4	$9.64M	Buy	+138,144	New	+$11.1M	2.71%	7

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Riposte Capital's PANW Position: Q1 2025 in Review

Riposte Capital sold out of Palo Alto Networks (PANW) in Q1 2025, closing a stake of 65,000 shares — an estimated $11.8M sold.

Riposte Capital first reported a position in PANW in Q4 2022 and held it in 7 quarters. The position peaked at $18.8M in Q3 2023. 2,257 funds tracked by Wall St. Rank hold PANW as of Q1 2025.

Riposte Capital reported no remaining Palo Alto Networks position as of Q1 2025 after selling out during the quarter.
Riposte Capital sold 65,000 Palo Alto Networks shares in Q1 2025, an estimated $11.8M.
Riposte Capital first reported a position in Palo Alto Networks in Q4 2022 and held it in 7 quarters.
Riposte Capital's Palo Alto Networks position peaked at $18.8M in Q3 2023.
2,257 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2025.

Based on Riposte Capital's 13F filing for Q1 2025, filed 6 May 2025.