Summit Partners Public Asset Management’s Palo Alto Networks PANW Stock Holding History

Summit Partners Public Asset Management’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
2024 Q4	–	Sell	-19,000	Closed	-$3.25M	–	179
2024 Q3	$3.25M	Hold	19,000	–	–	0.1%	102
2024 Q2	$3.22M	Sell	19,000 -119,514	-86%	-$17.9M	0.12%	87
2024 Q1	$19.7M	Sell	138,514 -80,000	-37%	-$12.6M	0.68%	53
2023 Q4	$32.2M	Sell	218,514 -216,762	-50%	-$29M	1.34%	22
2023 Q3	$51M	Sell	435,276 -34,100	-7%	-$4.04M	2.22%	7
2023 Q2	$60M	Buy	469,376 +32,144	+7%	+$3.34M	2.22%	8
2023 Q1	$43.7M	Sell	437,232 -104,196	-19%	-$8.83M	1.8%	15
2022 Q4	$37.8M	Sell	541,428 -161,382	-23%	-$13M	2.39%	11
2022 Q3	$57.6M	Buy	702,810 +144,180	+26%	+$12.5M	2.97%	6
2022 Q2	$46M	Buy	558,630 +18,804	+3%	+$1.67M	2.07%	12
2022 Q1	$56M	Buy	+539,826	New	+$48.3M	1.99%	12
2017 Q3	–	Sell	-330,000	Closed	-$7.36M	–	109
2017 Q2	$7.36M	Buy	+330,000	New	+$6.67M	1%	37
2016 Q1	–	Sell	-402,000	Closed	-$11.8M	–	90
2015 Q4	$11.8M	Buy	+402,000	New	+$11.6M	3.06%	9

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

Summit Partners Public Asset Management's PANW Position: Q4 2024 in Review

Summit Partners Public Asset Management sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 19,000 shares — an estimated $3.25M sold.

Summit Partners Public Asset Management first reported a position in PANW in Q4 2015 and held it in 13 quarters. The position peaked at $60M in Q2 2023. 2,294 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Summit Partners Public Asset Management reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
Summit Partners Public Asset Management sold 19,000 Palo Alto Networks shares in Q4 2024, an estimated $3.25M.
Summit Partners Public Asset Management first reported a position in Palo Alto Networks in Q4 2015 and held it in 13 quarters.
Summit Partners Public Asset Management's Palo Alto Networks position peaked at $60M in Q2 2023.
2,294 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Summit Partners Public Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.