Sycomore Asset Management’s Palo Alto Networks PANW Stock Holding History

Sycomore 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 Q2	$4.46M	Hold	17,365	–	–	0.48%	46
2026 Q1	$5.88M	Hold	17,365	–	–	0.82%	42
2025 Q4	$5.88M	Hold	17,365	–	–	0.97%	38
2025 Q3	$5.88M	Hold	17,365	–	–	0.98%	33
2025 Q2	$5.88M	Hold	17,365	–	–	0.91%	38
2025 Q1	$5.88M	Hold	17,365	–	–	0.83%	42
2024 Q4	$5.88M	Buy	17,365 +2,811	+19%	+$531K	0.84%	42
2024 Q3	$2.46M	Sell	14,554 -16,446	-53%	-$2.77M	0.41%	59
2024 Q2	$5.04M	Sell	31,000 -21,186	-41%	-$3.17M	0.89%	33
2024 Q1	$7.31M	Sell	52,186 -546	-1%	-$86.1K	1.6%	22
2023 Q4	$7.84M	Sell	52,732 -24,012	-31%	-$3.21M	1.68%	19
2023 Q3	$8.77M	Sell	76,744 -40,872	-35%	-$4.84M	2.24%	13
2023 Q2	$14.9M	Sell	117,616 -22,358	-16%	-$2.33M	3.48%	7
2023 Q1	$13.5M	Buy	139,974 +16,434	+13%	+$1.39M	3.86%	8
2022 Q4	$8.73M	Hold	123,540	–	–	2.41%	9
2022 Q3	$10.1M	Sell	123,540 -18,204	-13%	-$1.58M	2.85%	8
2022 Q2	$11.6M	Sell	141,744 -54,174	-28%	-$4.8M	2.72%	7
2022 Q1	$20.1M	Buy	195,918 +8,574	+5%	+$767K	3.51%	6
2021 Q4	$17.6M	Buy	187,344 +8,964	+5%	+$775K	2.71%	8
2021 Q3	$14.2M	Sell	178,380 -27,600	-13%	-$1.94M	2.07%	10
2021 Q2	$12.9M	Buy	205,980 +108,930	+112%	+$6.45M	1.79%	13
2021 Q1	$5.18M	Buy	97,050 +10,800	+13%	+$642K	1%	36
2020 Q4	$5.11M	Buy	86,250 +42,486	+97%	+$1.98M	1.07%	37
2020 Q3	$1.8M	Buy	+43,764	New	+$1.82M	0.53%	46

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

AAIS

ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return

Sycomore Asset Management's PANW Position: Q2 2026 in Review

Sycomore Asset Management held its Palo Alto Networks (PANW) position steady in Q2 2026 at 17,365 shares worth $4.46M. The position accounts for 0.48% of the portfolio, ranked #46.

Sycomore Asset Management first reported a position in PANW in Q3 2020 and has held it in 24 quarters since. The position peaked at $20.1M in Q1 2022. 1,120 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Sycomore Asset Management held 17,365 shares of Palo Alto Networks worth $4.46M as of Q2 2026.
Sycomore Asset Management left its Palo Alto Networks share count unchanged in Q2 2026.
Palo Alto Networks made up 0.48% of Sycomore Asset Management's portfolio in Q2 2026, its #46 holding.
Sycomore Asset Management first reported a position in Palo Alto Networks in Q3 2020 and has held it in 24 quarters since.
Sycomore Asset Management's Palo Alto Networks position peaked at $20.1M in Q1 2022.
1,120 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Sycomore Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.