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Stone Run Capital’s Palo Alto Networks PANW Stock Holding History

Stone Run 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
2025
Q3 		$2.75M Buy
13,500
+2,575
+24% +$493K 1.08% 37
2025
Q2 		$2.24M Sell
10,925
-175
-2% -$32.5K 0.89% 39
2025
Q1 		$1.89M Sell
11,100
-100
-0.9% -$18.5K 0.8% 37
2024
Q4 		$2.04M Sell
11,200
-50
-0.4% -$9.45K 0.8% 39
2024
Q3 		$1.92M Buy
11,250
+50
+0.4% +$8.42K 0.72% 38
2024
Q2 		$1.9M Sell
11,200
-2,200
-16% -$329K 0.76% 38
2024
Q1 		$1.9M Buy
13,400
+2,300
+21% +$363K 0.73% 39
2023
Q4 		$1.64M Sell
11,100
-334
-3% -$44.7K 0.7% 36
2023
Q3 		$1.34M Sell
11,434
-900
-7% -$107K 0.66% 36
2023
Q2 		$1.58M Sell
12,334
-2,040
-14% -$212K 0.7% 37
2023
Q1 		$1.44M Sell
14,374
-380
-3% -$32.2K 0.69% 36
2022
Q4 		$1.03M Buy
14,754
+3,300
+29% +$265K 0.52% 39
2022
Q3 		$938K Hold
11,454
– – 0.51% 38
2022
Q2 		$943K Sell
11,454
-4,860
-30% -$431K 0.47% 41
2022
Q1 		$1.69M Sell
16,314
-3,300
-17% -$295K 0.63% 42
2021
Q4 		$1.82M Buy
19,614
+870
+5% +$75.3K 0.59% 42
2021
Q3 		$1.5M Buy
18,744
+4,698
+33% +$330K 0.51% 42
2021
Q2 		$868K Buy
14,046
+72
+0.5% +$4.27K 0.31% 45
2021
Q1 		$750K Sell
13,974
-2,400
-15% -$143K 0.29% 44
2020
Q4 		$969K Buy
16,374
+150
+0.9% +$7.01K 0.39% 42
2020
Q3 		$662K Buy
+16,224
New +$675K 0.3% 43

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

Stone Run Capital's PANW Position: Q3 2025 in Review

Stone Run Capital increased its Palo Alto Networks (PANW) stake by 24% in Q3 2025, buying an estimated $493K and bringing the position to 13,500 shares worth $2.75M. The position accounts for 1.08% of the portfolio, ranked #37.

Stone Run Capital first reported a position in PANW in Q3 2020 and has held it in 21 quarters since. 2,430 funds tracked by Wall St. Rank hold PANW as of Q3 2025.

  • Stone Run Capital held 13,500 shares of Palo Alto Networks worth $2.75M as of Q3 2025.
  • Stone Run Capital bought 2,575 Palo Alto Networks shares in Q3 2025, an estimated $493K.
  • Palo Alto Networks made up 1.08% of Stone Run Capital's portfolio in Q3 2025, its #37 holding.
  • Stone Run Capital first reported a position in Palo Alto Networks in Q3 2020 and has held it in 21 quarters since.
  • 2,430 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.