Yorktown Management & Research Company’s Palo Alto Networks PANW Stock Holding History

Yorktown Management & Research Company’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	$713K	Sell	2,090 -6,821	-77%	-$1.56M	0.44%	71
2026 Q1	$1.43M	Buy	+8,911	New	+$1.5M	1.2%	10
2020 Q4	–	Sell	-13,800	Closed	-$563K	–	248
2020 Q3	$563K	Hold	13,800	–	–	0.53%	43
2020 Q2	$528K	Hold	13,800	–	–	0.47%	39
2020 Q1	$377K	Buy	13,800 +4,200	+44%	+$147K	0.38%	92
2019 Q4	$370K	Hold	9,600	–	–	0.2%	158
2019 Q3	$326K	Hold	9,600	–	–	0.18%	156
2019 Q2	$326K	Hold	9,600	–	–	0.12%	212
2019 Q1	$389K	Hold	9,600	–	–	0.13%	187
2018 Q4	$301K	Hold	9,600	–	–	0.1%	213
2018 Q3	$360K	Hold	9,600	–	–	0.11%	208
2018 Q2	$329K	Hold	9,600	–	–	0.1%	235
2018 Q1	$290K	Hold	9,600	–	–	0.09%	283
2017 Q4	$232K	Hold	9,600	–	–	0.07%	350
2017 Q3	$231K	Hold	9,600	–	–	0.06%	341
2017 Q2	$214K	Buy	+9,600	New	+$194K	0.07%	282
2017 Q1	–	Sell	-9,600	Closed	-$200K	–	362
2016 Q4	$200K	Hold	9,600	–	–	0.05%	355
2016 Q3	$255K	Buy	+9,600	New	+$219K	0.06%	204
2016 Q2	–	Sell	-9,600	Closed	-$261K	–	350
2016 Q1	$261K	Hold	9,600	–	–	0.05%	263
2015 Q4	$282K	Hold	9,600	–	–	0.05%	267
2015 Q3	$275K	Hold	9,600	–	–	0.05%	269
2015 Q2	$280K	Hold	9,600	–	–	0.05%	296
2015 Q1	$234K	Sell	9,600 -8,400	-47%	-$188K	0.04%	378
2014 Q4	$368K	Hold	18,000	–	–	0.08%	114
2014 Q3	$294K	Sell	18,000 -12,000	-40%	-$172K	0.06%	173
2014 Q2	$419K	Hold	30,000	–	–	0.08%	125
2014 Q1	$343K	Hold	30,000	–	–	0.07%	158
2013 Q4	$287K	Buy	+30,000	New	+$238K	0.06%	212

Other funds holding PANW

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Yorktown Management & Research Company's PANW Position: Q2 2026 in Review

Yorktown Management & Research Company reduced its Palo Alto Networks (PANW) stake by 77% in Q2 2026, selling an estimated $1.56M and leaving 2,090 shares worth $713K. The position accounts for 0.44% of the portfolio, ranked #71.

Yorktown Management & Research Company first reported a position in PANW in Q4 2013 and has held it in 28 quarters since. The position peaked at $1.43M in Q1 2026. 1,595 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Yorktown Management & Research Company held 2,090 shares of Palo Alto Networks worth $713K as of Q2 2026.
Yorktown Management & Research Company sold 6,821 Palo Alto Networks shares in Q2 2026, an estimated $1.56M.
Palo Alto Networks made up 0.44% of Yorktown Management & Research Company's portfolio in Q2 2026, its #71 holding.
Yorktown Management & Research Company first reported a position in Palo Alto Networks in Q4 2013 and has held it in 28 quarters since.
Yorktown Management & Research Company's Palo Alto Networks position peaked at $1.43M in Q1 2026.
1,595 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.