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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

Sapient Capital's PANW Position: Q2 2026 in Review

Sapient Capital increased its Palo Alto Networks (PANW) stake by 39% in Q2 2026, buying an estimated $8.69M and bringing the position to 134,869 shares worth $46M. The position accounts for 0.6% of the portfolio, ranked #23.

Sapient Capital first reported a position in PANW in Q4 2023 and has held it in 11 quarters since. 1,135 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Sapient Capital held 134,869 shares of Palo Alto Networks worth $46M as of Q2 2026.
  • Sapient Capital bought 37,961 Palo Alto Networks shares in Q2 2026, an estimated $8.69M.
  • Palo Alto Networks made up 0.6% of Sapient Capital's portfolio in Q2 2026, its #23 holding.
  • Sapient Capital first reported a position in Palo Alto Networks in Q4 2023 and has held it in 11 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.