Tandem Capital Management’s Palo Alto Networks PANW Stock Holding History

Tandem Capital 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	$1.06M	Sell	6,589 -1,281	-16%	-$215K	0.53%	55
2025 Q4	$1.45M	Buy	7,870 +825	+12%	+$166K	0.66%	44
2025 Q3	$1.43M	Buy	7,045 +570	+9%	+$109K	0.67%	46
2025 Q2	$1.33M	Sell	6,475 -45	-0.7%	-$8.36K	0.67%	46
2025 Q1	$1.11M	Buy	6,520 +200	+3%	+$37K	0.62%	49
2024 Q4	$1.15M	Buy	6,320 +144	+2%	+$27.2K	0.62%	50
2024 Q3	$1.06M	Buy	6,176 +160	+3%	+$26.9K	0.56%	51
2024 Q2	$1.03M	Sell	6,016 -300	-5%	-$44.9K	0.56%	51
2024 Q1	$897K	Buy	6,316 +2,316	+58%	+$365K	0.51%	55
2023 Q4	$590K	Hold	4,000	–	–	0.37%	72
2023 Q3	$469K	Sell	4,000 -728	-15%	-$86.1K	0.32%	73
2023 Q2	$604K	Hold	4,728	–	–	0.39%	63
2023 Q1	$472K	Buy	4,728 +750	+19%	+$63.6K	0.33%	69
2022 Q4	$278K	Buy	3,978 +268	+7%	+$21.5K	0.22%	80
2022 Q3	$301K	Buy	3,710 +290	+8%	+$25.1K	0.25%	73
2022 Q2	$282K	Buy	3,420 +120	+4%	+$10.6K	0.23%	79
2022 Q1	$314K	Buy	+3,300	New	+$295K	0.22%	78

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

Tandem Capital Management's PANW Position: Q1 2026 in Review

Tandem Capital Management reduced its Palo Alto Networks (PANW) stake by 16% in Q1 2026, selling an estimated $215K and leaving 6,589 shares worth $1.06M. The position accounts for 0.53% of the portfolio, ranked #55.

Tandem Capital Management first reported a position in PANW in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.45M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Tandem Capital Management held 6,589 shares of Palo Alto Networks worth $1.06M as of Q1 2026.
Tandem Capital Management sold 1,281 Palo Alto Networks shares in Q1 2026, an estimated $215K.
Palo Alto Networks made up 0.53% of Tandem Capital Management's portfolio in Q1 2026, its #55 holding.
Tandem Capital Management first reported a position in Palo Alto Networks in Q1 2022 and has held it in 17 quarters since.
Tandem Capital Management's Palo Alto Networks position peaked at $1.45M in Q4 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Tandem Capital Management's 13F filing for Q1 2026, filed 16 Apr 2026.