Soma Equity Partners’s Palo Alto Networks PANW Stock Holding History

Soma Equity Partners’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	–	Sell	-463,129	Closed	-$74.2M	–	29
2026 Q1	$74.2M	Buy	+463,129	New	+$77.8M	5.48%	9
2018 Q1	–	Sell	-1,830,000	Closed	-$44.2M	–	18
2017 Q4	$44.2M	Sell	1,830,000 -330,000	-15%	-$8.03M	7.76%	6
2017 Q3	$51.9M	Buy	2,160,000 +420,000	+24%	+$9.57M	10.94%	3
2017 Q2	$38.8M	Buy	1,740,000 +300,000	+21%	+$6.06M	11.12%	2
2017 Q1	$27M	Buy	1,440,000 +660,000	+85%	+$14.8M	9.44%	5
2016 Q4	$16.3M	Buy	+780,000	New	+$18.7M	8.57%	6

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Soma Equity Partners's PANW Position: Q2 2026 in Review

Soma Equity Partners sold out of Palo Alto Networks (PANW) in Q2 2026, closing a stake of 463,129 shares — an estimated $74.2M sold.

Soma Equity Partners first reported a position in PANW in Q4 2016 and held it in 6 quarters. The position peaked at $74.2M in Q1 2026. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Soma Equity Partners reported no remaining Palo Alto Networks position as of Q2 2026 after selling out during the quarter.
Soma Equity Partners sold 463,129 Palo Alto Networks shares in Q2 2026, an estimated $74.2M.
Soma Equity Partners first reported a position in Palo Alto Networks in Q4 2016 and held it in 6 quarters.
Soma Equity Partners's Palo Alto Networks position peaked at $74.2M in Q1 2026.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Soma Equity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.