Tenere Capital’s Palo Alto Networks PANW Stock Holding History

Tenere Capital’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	-66,248	Closed	-$11.3M	–	29
2024 Q3	$11.3M	Sell	66,248 -22,394	-25%	-$3.77M	3.01%	20
2024 Q2	$15M	Buy	+88,642	New	+$13.3M	4.46%	8
2024 Q1	–	Sell	-63,046	Closed	-$9.3M	–	30
2023 Q4	$9.3M	Buy	+63,046	New	+$8.43M	3.04%	18
2023 Q3	–	Sell	-77,532	Closed	-$9.91M	–	33
2023 Q2	$9.91M	Buy	77,532 +22,400	+41%	+$2.33M	4.86%	5
2023 Q1	$5.51M	Buy	+55,132	New	+$4.67M	2.88%	24
2022 Q3	–	Sell	-94,854	Closed	-$7.81M	–	25
2022 Q2	$7.81M	Sell	94,854 -12,000	-11%	-$1.06M	3.68%	15
2022 Q1	$11.1M	Sell	106,854 -12,066	-10%	-$1.08M	4.25%	11
2021 Q4	$11M	Buy	+118,920	New	+$10.3M	4.38%	9

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Tenere Capital's PANW Position: Q4 2024 in Review

Tenere Capital sold out of Palo Alto Networks (PANW) in Q4 2024, closing a stake of 66,248 shares — an estimated $11.3M sold.

Tenere Capital first reported a position in PANW in Q4 2021 and held it in 8 quarters. The position peaked at $15M in Q2 2024. 2,291 funds tracked by Wall St. Rank hold PANW as of Q4 2024.

Tenere Capital reported no remaining Palo Alto Networks position as of Q4 2024 after selling out during the quarter.
Tenere Capital sold 66,248 Palo Alto Networks shares in Q4 2024, an estimated $11.3M.
Tenere Capital first reported a position in Palo Alto Networks in Q4 2021 and held it in 8 quarters.
Tenere Capital's Palo Alto Networks position peaked at $15M in Q2 2024.
2,291 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2024.

Based on Tenere Capital's 13F filing for Q4 2024, filed 14 Feb 2025.