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Two Sigma Securities’s Palo Alto Networks PANW Stock Holding History

Two Sigma Securities’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
-120,200
Closed -$20.5M – 2785
2024
Q3 		$20.5M Sell
120,200
-91,200
-43% -$15.4M 0.35% 52
2024
Q2 		$35.8M Buy
211,400
+77,600
+58% +$11.6M 0.43% 33
2024
Q1 		$19M Sell
133,800
-45,800
-26% -$7.22M 0.18% 132
2023
Q4 		$26.5M Sell
179,600
-71,400
-28% -$9.55M 0.26% 78
2023
Q3 		$29.4M Buy
251,000
+55,200
+28% +$6.53M 0.31% 52
2023
Q2 		$25M Buy
195,800
+163,200
+501% +$17M 0.37% 44
2023
Q1 		$3.26M Buy
32,600
+200
+0.6% +$16.9K 0.07% 370
2022
Q4 		$2.26M Sell
32,400
-20,600
-39% -$1.65M 0.07% 376
2022
Q3 		$4.34M Buy
53,000
+4,400
+9% +$381K 0.13% 178
2022
Q2 		$4M Buy
48,600
+18,600
+62% +$1.65M 0.14% 157
2022
Q1 		$3.11M Buy
30,000
+24,600
+456% +$2.2M 0.11% 239
2021
Q4 		$501K Sell
5,400
-16,200
-75% -$1.4M 0.02% 529
2021
Q3 		$1.72M Buy
21,600
+13,800
+177% +$970K 0.05% 321
2021
Q2 		$482K Buy
+7,800
New +$462K 0.01% 683
2021
Q1 		– Sell
-36,600
Closed -$2.17M – 1505
2020
Q4 		$2.17M Buy
36,600
+18,600
+103% +$869K 0.05% 229
2020
Q3 		$734K Sell
18,000
-1,200
-6% -$49.9K 0.02% 452
2020
Q2 		$735K Buy
19,200
+9,600
+100% +$338K 0.02% 487
2020
Q1 		$262K Sell
9,600
-153,000
-94% -$5.34M 0.01% 920
2019
Q4 		$6.27M Sell
162,600
-75,600
-32% -$2.86M 0.04% 333
2019
Q3 		$8.09M Buy
238,200
+150,600
+172% +$5.33M 0.07% 203
2019
Q2 		$2.98M Buy
87,600
+12,000
+16% +$449K 0.03% 349
2019
Q1 		$3.06M Buy
75,600
+13,800
+22% +$512K 0.03% 238
2018
Q4 		$1.94M Sell
61,800
-128,400
-68% -$4M 0.02% 380
2018
Q3 		$7.14M Sell
190,200
-35,400
-16% -$1.29M 0.05% 288
2018
Q2 		$7.73M Sell
225,600
-12,600
-5% -$420K 0.04% 352
2018
Q1 		$7.21M Buy
238,200
+179,400
+305% +$4.98M 0.04% 369
2017
Q4 		$1.42M Buy
+58,800
New +$1.43M 0.04% 337

Other funds holding PANW

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Two Sigma Securities's PANW Position: Q1 2026 in Review

Two Sigma Securities increased its Palo Alto Networks (PANW) stake by 154% in Q1 2026, buying an estimated $447K and bringing the position to 4,381 shares worth $702K. The position accounts for 0.08% of the portfolio, ranked #329.

Two Sigma Securities first reported a position in PANW in Q2 2017 and has held it in 22 quarters since. The position peaked at $3.47M in Q3 2024. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

  • Two Sigma Securities held 4,381 shares of Palo Alto Networks worth $702K as of Q1 2026.
  • Two Sigma Securities bought 2,658 Palo Alto Networks shares in Q1 2026, an estimated $447K.
  • Palo Alto Networks made up 0.08% of Two Sigma Securities's portfolio in Q1 2026, its #329 holding.
  • Two Sigma Securities first reported a position in Palo Alto Networks in Q2 2017 and has held it in 22 quarters since.
  • Two Sigma Securities's Palo Alto Networks position peaked at $3.47M in Q3 2024.
  • 2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Two Sigma Securities's 13F filing for Q1 2026, filed 15 May 2026.