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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Soma Equity Partners's PANW Position: Q1 2026 in Review

Soma Equity Partners opened a new position in Palo Alto Networks (PANW) in Q1 2026: 463,129 shares worth $74.2M. The stake represents 5.48% of the portfolio and ranks #9 among its holdings. This is a return to the name: Soma Equity Partners previously reported a position in PANW as recently as Q4 2017.

Soma Equity Partners first reported a position in PANW in Q4 2016 and has held it in 6 quarters since. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Soma Equity Partners held 463,129 shares of Palo Alto Networks worth $74.2M as of Q1 2026.
Palo Alto Networks was a new Soma Equity Partners position in Q1 2026.
Palo Alto Networks made up 5.48% of Soma Equity Partners's portfolio in Q1 2026, its #9 holding.
Soma Equity Partners first reported a position in Palo Alto Networks in Q4 2016 and has held it in 6 quarters since.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Soma Equity Partners's 13F filing for Q1 2026, filed 15 May 2026.