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SPPAM
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
2026
Q1
–
Hold
0
–
–
–
227
2025
Q4
–
Hold
0
–
–
–
222
2025
Q3
–
Hold
0
–
–
–
241
2025
Q2
–
Hold
0
–
–
–
214
2024
Q4
–
Sell
-19,000
Closed
-$3.25M
–
209
2024
Q3
$3.25M
Hold
19,000
–
–
0.15%
102
2024
Q2
$3.22M
Sell
19,000
-119,514
-86%
-$17.9M
0.15%
87
2024
Q1
$19.7M
Sell
138,514
-80,000
-37%
-$12.6M
0.94%
53
2023
Q4
$32.2M
Sell
218,514
-216,762
-50%
-$29M
1.75%
22
2023
Q3
$51M
Sell
435,276
-34,100
-7%
-$4.04M
3.22%
7
2023
Q2
$60M
Buy
469,376
+32,144
+7%
+$3.34M
3.05%
8
2023
Q1
$43.7M
Sell
437,232
-104,196
-19%
-$8.83M
2.45%
15
2022
Q4
$37.8M
Sell
541,428
-161,382
-23%
-$13M
2.76%
11
2022
Q3
$57.6M
Buy
702,810
+144,180
+26%
+$12.5M
4.77%
6
2022
Q2
$46M
Buy
558,630
+18,804
+3%
+$1.67M
3.64%
12
2022
Q1
$56M
Buy
+539,826
New
+$48.3M
3.08%
12
2017
Q3
–
Sell
-330,000
Closed
-$7.36M
–
131
2017
Q2
$7.36M
Buy
+330,000
New
+$6.67M
1.64%
37
2016
Q1
–
Sell
-402,000
Closed
-$11.8M
–
103
2015
Q4
$11.8M
Buy
+402,000
New
+$11.6M
4.8%
9
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1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
VPM
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Malvern, Pennsylvania
$1.91T AUM
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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