Yarbrough Capital’s Palo Alto Networks PANW Stock Holding History

Yarbrough Capital’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	$12.3M	Buy	35,953 +3,032	+9%	+$694K	0.37%	29
2026 Q1	$5.28M	Buy	32,921 +24,748	+303%	+$4.16M	0.19%	53
2025 Q4	$1.51M	Hold	8,173	–	–	0.05%	82
2025 Q3	$1.66M	Buy	8,173 +1,011	+14%	+$194K	0.05%	84
2025 Q2	$1.47M	Hold	7,162	–	–	0.05%	85
2025 Q1	$1.22M	Hold	7,162	–	–	0.05%	84
2024 Q4	$1.3M	Hold	7,162	–	–	0.05%	81
2024 Q3	$1.22M	Hold	7,162	–	–	0.05%	83
2024 Q2	$1.21M	Hold	7,162	–	–	0.05%	82
2024 Q1	$1.02M	Hold	7,162	–	–	0.04%	93
2023 Q4	$1.06M	Hold	7,162	–	–	0.06%	91
2023 Q3	$840K	Hold	7,162	–	–	0.05%	98
2023 Q2	$915K	Hold	7,162	–	–	0.05%	95
2023 Q1	$715K	Hold	7,162	–	–	0.06%	104
2022 Q4	$500K	Buy	7,162 +1,336	+23%	+$107K	0.04%	103
2022 Q3	$477K	Hold	5,826	–	–	0.04%	115
2022 Q2	$480K	Hold	5,826	–	–	0.04%	111
2022 Q1	$604K	Buy	5,826 +2,706	+87%	+$242K	0.03%	122
2021 Q4	$290K	Buy	+3,120	New	+$270K	0.02%	194

Other funds holding PANW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Yarbrough Capital's PANW Position: Q2 2026 in Review

Yarbrough Capital increased its Palo Alto Networks (PANW) stake by 9.2% in Q2 2026, buying an estimated $694K and bringing the position to 35,953 shares worth $12.3M. The position accounts for 0.37% of the portfolio, ranked #29.

Yarbrough Capital first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 2,915 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Yarbrough Capital held 35,953 shares of Palo Alto Networks worth $12.3M as of Q2 2026.
Yarbrough Capital bought 3,032 Palo Alto Networks shares in Q2 2026, an estimated $694K.
Palo Alto Networks made up 0.37% of Yarbrough Capital's portfolio in Q2 2026, its #29 holding.
Yarbrough Capital first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
2,915 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Yarbrough Capital's 13F filing for Q2 2026, filed 11 Aug 2026.