Stony Point Capital’s Palo Alto Networks PANW Stock Holding History

Stony Point 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
2026 Q2	$126M	Buy	370,769 +11,989	+3%	+$2.74M	8.21%	3
2026 Q1	$57.5M	Sell	358,780 -1,169	-0.3%	-$196K	4.63%	10
2025 Q4	$66.3M	Buy	359,949 +8,624	+2%	+$1.74M	4.86%	9
2025 Q3	$71.5M	Buy	351,325 +16,318	+5%	+$3.12M	5.01%	8
2025 Q2	$68.6M	Buy	335,007 +7,222	+2%	+$1.34M	5.19%	2
2025 Q1	$55.9M	Buy	327,785 +197,791	+152%	+$36.6M	5.76%	1
2024 Q4	$23.7M	Sell	129,994 -9,516	-7%	-$1.8M	4.86%	3
2024 Q3	$23.8M	Buy	139,510 +3,014	+2%	+$507K	5.69%	1
2024 Q2	$23.1M	Buy	136,496 +25,868	+23%	+$3.87M	5.94%	2
2024 Q1	$15.7M	Hold	110,628	–	–	5.16%	8
2023 Q4	$16.3M	Buy	110,628 +41,396	+60%	+$5.53M	5.39%	6
2023 Q3	$8.12M	Buy	69,232 +12,688	+22%	+$1.5M	2.76%	20
2023 Q2	$7.22M	Buy	56,544 +2,202	+4%	+$229K	2.34%	25
2023 Q1	$5.43M	Sell	54,342 -32,352	-37%	-$2.74M	1.93%	27
2022 Q4	$6.05M	Buy	86,694 +4,170	+5%	+$335K	2.14%	25
2022 Q3	$6.76M	Sell	82,524 -38,400	-32%	-$3.33M	2.44%	20
2022 Q2	$9.96M	Hold	120,924	–	–	3.52%	14
2022 Q1	$12.5M	Sell	120,924 -43,500	-26%	-$3.89M	2.93%	16
2021 Q4	$15.3M	Buy	164,424 +123,624	+303%	+$10.7M	2.86%	16
2021 Q3	$3.26M	Buy	+40,800	New	+$2.87M	0.89%	32

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

Stony Point Capital's PANW Position: Q2 2026 in Review

Stony Point Capital increased its Palo Alto Networks (PANW) stake by 3.3% in Q2 2026, buying an estimated $2.74M and bringing the position to 370,769 shares worth $126M. The position accounts for 8.21% of the portfolio, ranked #3.

Stony Point Capital first reported a position in PANW in Q3 2021 and has held it in 20 quarters since. 2,908 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Stony Point Capital held 370,769 shares of Palo Alto Networks worth $126M as of Q2 2026.
Stony Point Capital bought 11,989 Palo Alto Networks shares in Q2 2026, an estimated $2.74M.
Palo Alto Networks made up 8.21% of Stony Point Capital's portfolio in Q2 2026, its #3 holding.
Stony Point Capital first reported a position in Palo Alto Networks in Q3 2021 and has held it in 20 quarters since.
2,908 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Stony Point Capital's 13F filing for Q2 2026, filed 13 Aug 2026.