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PANW icon

Sapient Capital’s Palo Alto Networks PANW Stock Holding History

Sapient 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
2026
Q3 		$45.7M Sell
115,092
-19,777
-15% -$7.04M 0.61% 23
2026
Q2 		$46M Buy
134,869
+37,961
+39% +$8.69M 0.6% 23
2026
Q1 		$15.5M Sell
96,908
-32,507
-25% -$5.46M 0.23% 63
2025
Q4 		$24.2M Buy
129,415
+2,154
+2% +$435K 0.34% 46
2025
Q3 		$26M Sell
127,261
-3,684
-3% -$705K 0.4% 48
2025
Q2 		$26.8M Buy
130,945
+20
+0% +$3.71K 0.48% 43
2025
Q1 		$22.3M Buy
130,925
+587
+0.5% +$109K 0.44% 47
2024
Q4 		$23.7M Sell
130,338
-1,460
-1% -$276K 0.45% 48
2024
Q3 		$22.5M Buy
131,798
+8,532
+7% +$1.44M 0.45% 47
2024
Q2 		$20.9M Buy
123,266
+1,474
+1% +$220K 0.44% 48
2024
Q1 		$17.3M Buy
121,792
+398
+0.3% +$62.8K 0.38% 56
2023
Q4 		$17.9M Buy
+121,394
New +$16.2M 0.46% 53

Other funds holding PANW

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sapient Capital's PANW Position: Q3 2026 in Review

Sapient Capital reduced its Palo Alto Networks (PANW) stake by 15% in Q3 2026, selling an estimated $7.04M and leaving 115,092 shares worth $45.7M. The position accounts for 0.61% of the portfolio, ranked #23.

Sapient Capital first reported a position in PANW in Q4 2023 and has held it in 12 quarters since. The position peaked at $46M in Q2 2026. 99 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

  • Sapient Capital held 115,092 shares of Palo Alto Networks worth $45.7M as of Q3 2026.
  • Sapient Capital sold 19,777 Palo Alto Networks shares in Q3 2026, an estimated $7.04M.
  • Palo Alto Networks made up 0.61% of Sapient Capital's portfolio in Q3 2026, its #23 holding.
  • Sapient Capital first reported a position in Palo Alto Networks in Q4 2023 and has held it in 12 quarters since.
  • Sapient Capital's Palo Alto Networks position peaked at $46M in Q2 2026.
  • 99 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.