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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
Q2 		$105M Sell
308,584
-221,765
-42% -$50.8M 1.55% 14
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TimesSquare Capital Management's PANW Position: Q2 2026 in Review

TimesSquare Capital Management reduced its Palo Alto Networks (PANW) stake by 42% in Q2 2026, selling an estimated $50.8M and leaving 308,584 shares worth $105M. The position accounts for 1.55% of the portfolio, ranked #14.

TimesSquare Capital Management first reported a position in PANW in Q4 2021 and has held it in 15 quarters since. The position peaked at $166M in Q1 2022. 2,912 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

  • TimesSquare Capital Management held 308,584 shares of Palo Alto Networks worth $105M as of Q2 2026.
  • TimesSquare Capital Management sold 221,765 Palo Alto Networks shares in Q2 2026, an estimated $50.8M.
  • Palo Alto Networks made up 1.55% of TimesSquare Capital Management's portfolio in Q2 2026, its #14 holding.
  • TimesSquare Capital Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 15 quarters since.
  • TimesSquare Capital Management's Palo Alto Networks position peaked at $166M in Q1 2022.
  • 2,912 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on TimesSquare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.