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 Q3	$14.3M	Hold	35,953	–	–	0.4%	29
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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Yarbrough Capital's PANW Position: Q3 2026 in Review

Yarbrough Capital held its Palo Alto Networks (PANW) position steady in Q3 2026 at 35,953 shares worth $14.3M. The position accounts for 0.4% of the portfolio, ranked #29.

Yarbrough Capital first reported a position in PANW in Q4 2021 and has held it in 20 quarters since. 1,349 funds tracked by Wall St. Rank hold PANW as of Q3 2026.

Yarbrough Capital held 35,953 shares of Palo Alto Networks worth $14.3M as of Q3 2026.
Yarbrough Capital left its Palo Alto Networks share count unchanged in Q3 2026.
Palo Alto Networks made up 0.4% of Yarbrough Capital's portfolio in Q3 2026, its #29 holding.
Yarbrough Capital first reported a position in Palo Alto Networks in Q4 2021 and has held it in 20 quarters since.
1,349 funds tracked by Wall St. Rank held Palo Alto Networks as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.