Whalerock Point Partners’s Palo Alto Networks PANW Stock Holding History

Whalerock Point Partners’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	$6.81M	Buy	42,460 +5,091	+14%	+$855K	1.31%	20
2025 Q4	$6.88M	Buy	37,369 +1,276	+4%	+$257K	1.31%	17
2025 Q3	$7.35M	Buy	36,093 +3,450	+11%	+$660K	1.49%	14
2025 Q2	$6.68M	Buy	32,643 +2,512	+8%	+$466K	1.44%	15
2025 Q1	$5.14M	Buy	30,131 +2,265	+8%	+$419K	1.22%	22
2024 Q4	$5.07M	Buy	27,866 +3,108	+13%	+$587K	1.18%	21
2024 Q3	$4.23M	Buy	24,758 +832	+3%	+$140K	1.01%	27
2024 Q2	$4.06M	Buy	23,926 +174	+0.7%	+$26K	1.09%	25
2024 Q1	$3.37M	Buy	23,752 +8,240	+53%	+$1.3M	0.92%	32
2023 Q4	$2.29M	Buy	15,512 +9,420	+155%	+$1.26M	0.71%	37
2023 Q3	$714K	Buy	6,092 +1,934	+47%	+$229K	0.25%	73
2023 Q2	$531K	Hold	4,158	–	–	0.18%	83
2023 Q1	$415K	Buy	4,158 +690	+20%	+$58.5K	0.15%	93
2022 Q4	$242K	Buy	+3,468	New	+$278K	0.1%	124
2022 Q2	–	Sell	-2,364	Closed	-$245K	–	146
2022 Q1	$245K	Hold	2,364	–	–	0.09%	128
2021 Q4	$219K	Buy	+2,364	New	+$204K	0.08%	141

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

Whalerock Point Partners's PANW Position: Q1 2026 in Review

Whalerock Point Partners increased its Palo Alto Networks (PANW) stake by 14% in Q1 2026, buying an estimated $855K and bringing the position to 42,460 shares worth $6.81M. The position accounts for 1.31% of the portfolio, ranked #20.

Whalerock Point Partners first reported a position in PANW in Q4 2021 and has held it in 16 quarters since. The position peaked at $7.35M in Q3 2025. 2,459 funds tracked by Wall St. Rank hold PANW as of Q1 2026.

Whalerock Point Partners held 42,460 shares of Palo Alto Networks worth $6.81M as of Q1 2026.
Whalerock Point Partners bought 5,091 Palo Alto Networks shares in Q1 2026, an estimated $855K.
Palo Alto Networks made up 1.31% of Whalerock Point Partners's portfolio in Q1 2026, its #20 holding.
Whalerock Point Partners first reported a position in Palo Alto Networks in Q4 2021 and has held it in 16 quarters since.
Whalerock Point Partners's Palo Alto Networks position peaked at $7.35M in Q3 2025.
2,459 funds tracked by Wall St. Rank held Palo Alto Networks as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.