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

Versant 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	$642K	Buy	1,883 +310	+20%	+$71K	0.06%	213
2026 Q1	$252K	Sell	1,573 -1,461	-48%	-$245K	0.02%	501
2025 Q4	$559K	Sell	3,034 -257	-8%	-$51.8K	0.07%	198
2025 Q3	$670K	Buy	3,291 +1,843	+127%	+$353K	0.09%	148
2025 Q2	$296K	Buy	1,448 +93	+7%	+$17.3K	0.05%	324
2025 Q1	$231K	Buy	1,355 +707	+109%	+$131K	0.04%	373
2024 Q4	$118K	Buy	648 +284	+78%	+$53.7K	0.03%	265
2024 Q3	$62.2K	Sell	364 -40	-10%	-$6.73K	0.01%	372
2024 Q2	$68.5K	Buy	404 +328	+432%	+$49.1K	0.02%	294
2024 Q1	$10.8K	Hold	76	–	–	﹤0.01%	744
2023 Q4	$11.2K	Sell	76 -6	-7%	-$802	﹤0.01%	702
2023 Q3	$9.61K	Hold	82	–	–	﹤0.01%	741
2023 Q2	$10.5K	Buy	82 +10	+14%	+$1.04K	﹤0.01%	760
2023 Q1	$7.15K	Hold	72	–	–	﹤0.01%	828
2022 Q4	$5.02K	Hold	72	–	–	﹤0.01%	892
2022 Q3	$6K	Hold	72	–	–	﹤0.01%	793
2022 Q2	$6K	Hold	72	–	–	﹤0.01%	806
2022 Q1	$7K	Hold	72	–	–	﹤0.01%	794
2021 Q4	$7K	Hold	72	–	–	﹤0.01%	803
2021 Q3	$6K	Hold	72	–	–	﹤0.01%	845
2021 Q2	$4K	Hold	72	–	–	﹤0.01%	975
2021 Q1	$4K	Hold	72	–	–	﹤0.01%	1109
2020 Q4	$4K	Hold	72	–	–	﹤0.01%	991
2020 Q3	$2K	Hold	72	–	–	﹤0.01%	1087
2020 Q2	$2K	Sell	72 -24	-25%	-$846	﹤0.01%	1082
2020 Q1	$2K	Buy	96 +72	+300%	+$2.51K	﹤0.01%	1034
2019 Q4	$0	Sell	24 -138	-85%	-$5.22K	﹤0.01%	1522
2019 Q3	$5K	Buy	162 +12	+8%	+$425	﹤0.01%	960
2019 Q2	$5K	Sell	150 -6	-4%	-$224	﹤0.01%	967
2019 Q1	$6K	Buy	+156	New	+$5.79K	﹤0.01%	1061

Other funds holding PANW

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Versant Capital Management increased its Palo Alto Networks (PANW) stake by 20% in Q2 2026, buying an estimated $71K and bringing the position to 1,883 shares worth $642K. The position accounts for 0.06% of the portfolio, ranked #213.

Versant Capital Management first reported a position in PANW in Q1 2019 and has held it in 30 quarters since. The position peaked at $670K in Q3 2025. 1,223 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Versant Capital Management held 1,883 shares of Palo Alto Networks worth $642K as of Q2 2026.
Versant Capital Management bought 310 Palo Alto Networks shares in Q2 2026, an estimated $71K.
Palo Alto Networks made up 0.06% of Versant Capital Management's portfolio in Q2 2026, its #213 holding.
Versant Capital Management first reported a position in Palo Alto Networks in Q1 2019 and has held it in 30 quarters since.
Versant Capital Management's Palo Alto Networks position peaked at $670K in Q3 2025.
1,223 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.