SSA
PANW icon

Shepherd Street Advisors’s Palo Alto Networks PANW Stock Holding History

Shepherd Street Advisors’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 		$1.25M Sell
3,538
-694
-16% -$159K 1.1% 33
2026
Q1 		$678K Sell
4,232
-1,898
-31% -$319K 0.67% 48
2025
Q4 		$1.13M Buy
+6,130
New +$1.24M 1.08% 30

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Shepherd Street Advisors's PANW Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Palo Alto Networks (PANW) stake by 16% in Q2 2026, selling an estimated $159K and leaving 3,538 shares worth $1.25M. The position accounts for 1.1% of the portfolio, ranked #33.

Shepherd Street Advisors first reported a position in PANW in Q4 2025 and has held it in 3 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Shepherd Street Advisors held 3,538 shares of Palo Alto Networks worth $1.25M as of Q2 2026.
  • Shepherd Street Advisors sold 694 Palo Alto Networks shares in Q2 2026, an estimated $159K.
  • Palo Alto Networks made up 1.1% of Shepherd Street Advisors's portfolio in Q2 2026, its #33 holding.
  • Shepherd Street Advisors first reported a position in Palo Alto Networks in Q4 2025 and has held it in 3 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.