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Sandler Capital Management’s Palo Alto Networks PANW Stock Holding History

Sandler Capital Management’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
2024
Q4 		– Sell
-13,160
Closed -$2.25M – 196
2024
Q3 		$2.25M Buy
+13,160
New +$2.22M 0.3% 106
2024
Q2 		– Sell
-20,230
Closed -$2.87M – 157
2024
Q1 		$2.87M Sell
20,230
-25,750
-56% -$4.06M 0.21% 119
2023
Q4 		$6.78M Sell
45,980
-2,200
-5% -$294K 0.56% 66
2023
Q3 		$5.65M Buy
+48,180
New +$5.7M 0.58% 70
2022
Q4 		– Sell
-170,820
Closed -$14M – 105
2022
Q3 		$14M Sell
170,820
-31,500
-16% -$2.73M 1.95% 15
2022
Q2 		$16.7M Buy
202,320
+129,720
+179% +$11.5M 1.77% 17
2022
Q1 		$7.53M Buy
+72,600
New +$6.5M 0.66% 61
2017
Q4 		– Sell
-300,000
Closed -$7.21M – 142
2017
Q3 		$7.21M Buy
+300,000
New +$6.83M 0.9% 46
2017
Q2 		– Sell
-109,170
Closed -$2.05M – 191
2017
Q1 		$2.05M Buy
+109,170
New +$2.44M 0.14% 146
2015
Q3 		– Sell
-88,608
Closed -$2.58M – 174
2015
Q2 		$2.58M Sell
88,608
-136,392
-61% -$3.64M 0.23% 128
2015
Q1 		$5.48M Buy
+225,000
New +$5.04M 0.34% 119
2014
Q4 		– Sell
-277,728
Closed -$4.54M – 233
2014
Q3 		$4.54M Sell
277,728
-161,472
-37% -$2.32M 0.22% 138
2014
Q2 		$6.14M Buy
+439,200
New +$5.13M 0.26% 131

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Sandler Capital Management's PANW Position: Q4 2024 in Review

Sandler Capital Management sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 13,160 shares — an estimated $2.25M sold.

Sandler Capital Management first reported a position in PANW in Q2 2014 and held it in 13 quarters. The position peaked at $16.7M in Q2 2022. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

  • Sandler Capital Management reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
  • Sandler Capital Management sold 13,160 Palo Alto Networks shares in Q4 2024, an estimated $2.25M.
  • Sandler Capital Management first reported a position in Palo Alto Networks in Q2 2014 and held it in 13 quarters.
  • Sandler Capital Management's Palo Alto Networks position peaked at $16.7M in Q2 2022.
  • 2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Sandler Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.