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

TimesSquare 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	$85M	Buy	+530,349	New	+$89.1M	1.44%	19
2025 Q1	–	Sell	-9,560	Closed	-$1.74M	–	155
2024 Q4	$1.74M	Sell	9,560 -196,640	-95%	-$37.1M	0.03%	145
2024 Q3	$35.2M	Sell	206,200 -136,288	-40%	-$22.9M	0.53%	79
2024 Q2	$58.1M	Sell	342,488 -36,410	-10%	-$5.45M	0.91%	36
2024 Q1	$53.8M	Sell	378,898 -223,880	-37%	-$35.3M	0.78%	50
2023 Q4	$88.9M	Sell	602,778 -327,172	-35%	-$43.7M	1.31%	18
2023 Q3	$109M	Sell	929,950 -93,718	-9%	-$11.1M	1.7%	3
2023 Q2	$131M	Sell	1,023,668 -168,720	-14%	-$17.6M	1.87%	2
2023 Q1	$119M	Sell	1,192,388 -115,090	-9%	-$9.75M	1.74%	3
2022 Q4	$91.2M	Sell	1,307,478 -76,842	-6%	-$6.17M	1.3%	10
2022 Q3	$113M	Sell	1,384,320 -110,280	-7%	-$9.55M	1.58%	3
2022 Q2	$123M	Sell	1,494,600 -104,250	-7%	-$9.24M	1.72%	3
2022 Q1	$166M	Buy	1,598,850 +185,250	+13%	+$16.6M	1.86%	1
2021 Q4	$131M	Buy	+1,413,600	New	+$122M	1.16%	14

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

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

TimesSquare Capital Management opened a new position in Palo Alto Networks (PANW) in Q1 2026: 530,349 shares worth $85M. The stake represents 1.44% of the portfolio and ranks #19 among its holdings. This is a return to the name: TimesSquare Capital Management previously reported a position in PANW as recently as Q4 2024.

TimesSquare Capital Management first reported a position in PANW in Q4 2021 and has held it in 14 quarters since. The position peaked at $166M in Q1 2022. 2,461 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

TimesSquare Capital Management held 530,349 shares of Palo Alto Networks worth $85M as of Q1 2026.
Palo Alto Networks was a new TimesSquare Capital Management position in Q1 2026.
Palo Alto Networks made up 1.44% of TimesSquare Capital Management's portfolio in Q1 2026, its #19 holding.
TimesSquare Capital Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 14 quarters since.
TimesSquare Capital Management's Palo Alto Networks position peaked at $166M in Q1 2022.
2,461 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on TimesSquare Capital Management's 13F filing for Q1 2026, filed 7 May 2026.