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

Yousif 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	$25.2M	Sell	74,030 -5,505	-7%	-$1.26M	0.28%	52
2026 Q1	$12.8M	Buy	79,535 +8,372	+12%	+$1.41M	0.15%	122
2025 Q4	$13.1M	Sell	71,163 -3,497	-5%	-$706K	0.14%	121
2025 Q3	$15.2M	Sell	74,660 -3,538	-5%	-$677K	0.16%	110
2025 Q2	$16M	Sell	78,198 -762	-1%	-$142K	0.17%	104
2025 Q1	$13.5M	Sell	78,960 -356	-0.4%	-$65.8K	0.16%	122
2024 Q4	$14.4M	Sell	79,316 -6,658	-8%	-$1.26M	0.16%	105
2024 Q3	$14.7M	Sell	85,974 -964	-1%	-$162K	0.16%	112
2024 Q2	$14.7M	Sell	86,938 -568	-0.6%	-$85K	0.17%	108
2024 Q1	$12.4M	Sell	87,506 -900	-1%	-$142K	0.14%	131
2023 Q4	$13M	Sell	88,406 -1,342	-1%	-$179K	0.15%	121
2023 Q3	$10.5M	Sell	89,748 -1,902	-2%	-$225K	0.13%	144
2023 Q2	$11.7M	Buy	91,650 +84,134	+1,119%	+$8.75M	0.14%	132
2023 Q1	$751K	Sell	7,516 -152	-2%	-$12.9K	0.01%	1293
2022 Q4	$535K	Buy	7,668 +1,240	+19%	+$99.6K	0.01%	1466
2022 Q3	$526K	Sell	6,428 -484	-7%	-$41.9K	0.01%	1490
2022 Q2	$569K	Sell	6,912 -2,370	-26%	-$210K	0.01%	1493
2022 Q1	$963K	Buy	9,282 +1,110	+14%	+$99.3K	0.01%	1364
2021 Q4	$758K	Buy	+8,172	New	+$707K	0.01%	1495

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

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

Yousif Capital Management reduced its Palo Alto Networks (PANW) stake by 6.9% in Q2 2026, selling an estimated $1.26M and leaving 74,030 shares worth $25.2M. The position accounts for 0.28% of the portfolio, ranked #52.

Yousif Capital Management first reported a position in PANW in Q4 2021 and has held it in 19 quarters since. 677 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Yousif Capital Management held 74,030 shares of Palo Alto Networks worth $25.2M as of Q2 2026.
Yousif Capital Management sold 5,505 Palo Alto Networks shares in Q2 2026, an estimated $1.26M.
Palo Alto Networks made up 0.28% of Yousif Capital Management's portfolio in Q2 2026, its #52 holding.
Yousif Capital Management first reported a position in Palo Alto Networks in Q4 2021 and has held it in 19 quarters since.
677 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.