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UBS O'Connor’s Palo Alto Networks PANW Stock Holding History

UBS O'Connor’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
2025
Q4 		$8.29M Buy
+45,000
New +$9.08M 0.22% 37
2025
Q1 		– Sell
-1,412
Closed -$257K – 427
2024
Q4 		$257K Buy
+1,412
New +$267K 0.01% 315
2024
Q2 		– Sell
-2,800
Closed -$398K – 616
2024
Q1 		$398K Sell
2,800
-17,200
-86% -$2.71M 0.01% 350
2023
Q4 		$2.95M Buy
20,000
+3,000
+18% +$401K 0.09% 120
2023
Q3 		$1.99M Buy
+17,000
New +$2.01M 0.04% 242
2023
Q2 		– Sell
-66,760
Closed -$6.67M – 627
2023
Q1 		$6.67M Buy
+66,760
New +$5.66M 0.16% 94
2020
Q1 		– Sell
-105,000
Closed -$4.05M – 380
2019
Q4 		$4.05M Buy
+105,000
New +$3.97M 0.11% 149
2019
Q2 		– Sell
-210,000
Closed -$8.5M – 285
2019
Q1 		$8.5M Sell
210,000
-60,000
-22% -$2.23M 0.24% 80
2018
Q4 		$8.48M Buy
+270,000
New +$8.42M 0.31% 59
2018
Q1 		– Sell
-45,000
Closed -$1.09M – 349
2017
Q4 		$1.09M Sell
45,000
-121,728
-73% -$2.96M 0.02% 236
2017
Q3 		$4M Sell
166,728
-103,272
-38% -$2.35M 0.06% 209
2017
Q2 		$6.02M Buy
+270,000
New +$5.45M 0.1% 169
2017
Q1 		– Sell
-324,000
Closed -$6.75M – 472
2016
Q4 		$6.75M Buy
324,000
+285,000
+731% +$6.83M 0.13% 190
2016
Q3 		$1.04M Sell
39,000
-611,118
-94% -$13.9M 0.02% 354
2016
Q2 		$13.3M Buy
650,118
+503,340
+343% +$11.7M 0.29% 92
2016
Q1 		$3.99M Buy
146,778
+86,778
+145% +$2.13M 0.04% 276
2015
Q4 		$1.76M Buy
+60,000
New +$1.73M 0.02% 333
2015
Q3 		– Sell
-1,406,940
Closed -$41M – 700
2015
Q2 		$41M Buy
+1,406,940
New +$37.6M 0.34% 74

Other funds holding PANW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS O'Connor's PANW Position: Q4 2025 in Review

UBS O'Connor opened a new position in Palo Alto Networks (PANW) in Q4 2025: 45,000 shares worth $8.29M. The stake represents 0.22% of the portfolio and ranks #37 among its holdings. This is a return to the name: UBS O'Connor previously reported a position in PANW as recently as Q4 2024.

UBS O'Connor first reported a position in PANW in Q2 2015 and has held it in 18 quarters since. The position peaked at $41M in Q2 2015. 2,528 funds tracked by Wall St. Rank hold PANW as of Q4 2025.

  • UBS O'Connor held 45,000 shares of Palo Alto Networks worth $8.29M as of Q4 2025.
  • Palo Alto Networks was a new UBS O'Connor position in Q4 2025.
  • Palo Alto Networks made up 0.22% of UBS O'Connor's portfolio in Q4 2025, its #37 holding.
  • UBS O'Connor first reported a position in Palo Alto Networks in Q2 2015 and has held it in 18 quarters since.
  • UBS O'Connor's Palo Alto Networks position peaked at $41M in Q2 2015.
  • 2,528 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2025.

Based on UBS O'Connor's 13F filing for Q4 2025, filed 13 Feb 2026.