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Themes Management Co’s Palo Alto Networks PANW Stock Holding History

Themes Management Co’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 		$551K Sell
1,616
-173
-10% -$39.6K 0.37% 81
2026
Q1 		$287K Buy
+1,789
New +$301K 0.18% 121

Other funds holding PANW

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Themes Management Co's PANW Position: Q2 2026 in Review

Themes Management Co reduced its Palo Alto Networks (PANW) stake by 9.7% in Q2 2026, selling an estimated $39.6K and leaving 1,616 shares worth $551K. The position accounts for 0.37% of the portfolio, ranked #81.

Themes Management Co first reported a position in PANW in Q1 2026 and has held it in 2 quarters since. 1,368 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • Themes Management Co held 1,616 shares of Palo Alto Networks worth $551K as of Q2 2026.
  • Themes Management Co sold 173 Palo Alto Networks shares in Q2 2026, an estimated $39.6K.
  • Palo Alto Networks made up 0.37% of Themes Management Co's portfolio in Q2 2026, its #81 holding.
  • Themes Management Co first reported a position in Palo Alto Networks in Q1 2026 and has held it in 2 quarters since.
  • 1,368 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.