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Sheets Smith Investment Management’s Palo Alto Networks PANW Stock Holding History

Sheets Smith Investment 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
2025
Q3 		$224K Buy
+1,099
New +$210K 0.15% 112
2025
Q1 		– Sell
-5,134
Closed -$934K – 59
2024
Q4 		$934K Buy
+5,134
New +$970K 0.79% 50

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Sheets Smith Investment Management's PANW Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Palo Alto Networks (PANW) in Q3 2025: 1,099 shares worth $224K. The stake represents 0.15% of the portfolio and ranks #112 among its holdings. This is a return to the name: Sheets Smith Investment Management previously reported a position in PANW as recently as Q4 2024.

Sheets Smith Investment Management first reported a position in PANW in Q4 2024 and has held it in 2 quarters since. The position peaked at $934K in Q4 2024. 2,429 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Sheets Smith Investment Management held 1,099 shares of Palo Alto Networks worth $224K as of Q3 2025.
  • Palo Alto Networks was a new Sheets Smith Investment Management position in Q3 2025.
  • Palo Alto Networks made up 0.15% of Sheets Smith Investment Management's portfolio in Q3 2025, its #112 holding.
  • Sheets Smith Investment Management first reported a position in Palo Alto Networks in Q4 2024 and has held it in 2 quarters since.
  • Sheets Smith Investment Management's Palo Alto Networks position peaked at $934K in Q4 2024.
  • 2,429 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.