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
2025 Q4	–	Sell	-33,000	Closed	-$6.72M	–	190
2025 Q3	$6.72M	Sell	33,000 -270,000	-89%	-$51.7M	0.14%	115
2025 Q2	$62M	Buy	+303,000	New	+$56.3M	1.57%	17
2023 Q3	–	Sell	-34,000	Closed	-$4.34M	–	164
2023 Q2	$4.34M	Buy	+34,000	New	+$3.54M	0.16%	107
2022 Q3	–	Sell	-360,000	Closed	-$29.6M	–	161
2022 Q2	$29.6M	Buy	360,000 +120,000	+50%	+$10.6M	1.33%	17
2022 Q1	$24.9M	Buy	+240,000	New	+$21.5M	0.88%	39

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

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. 2,292 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.
2,292 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.