Zevenbergen Capital Investments’s Palo Alto Networks PANW Stock Holding History

Zevenbergen Capital Investments’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	$32M	Sell	93,910 -1,020	-1%	-$233K	0.73%	35
2026 Q1	$15.2M	Sell	94,930 -194,298	-67%	-$32.6M	0.44%	49
2025 Q4	$53.3M	Sell	289,228 -71,909	-20%	-$14.5M	1.18%	26
2025 Q3	$73.5M	Sell	361,137 -48,271	-12%	-$9.24M	1.43%	21
2025 Q2	$83.8M	Sell	409,408 -68,046	-14%	-$12.6M	1.63%	20
2025 Q1	$81.5M	Sell	477,454 -23,061	-5%	-$4.26M	1.99%	18
2024 Q4	$91.1M	Sell	500,515 -22,771	-4%	-$4.3M	1.86%	17
2024 Q3	$89.4M	Sell	523,286 -57,892	-10%	-$9.74M	1.88%	17
2024 Q2	$98.5M	Sell	581,178 -116,062	-17%	-$17.4M	2.11%	17
2024 Q1	$99.1M	Buy	697,240 +17,418	+3%	+$2.75M	2.1%	16
2023 Q4	$100M	Sell	679,822 -49,426	-7%	-$6.61M	2.31%	15
2023 Q3	$85.5M	Sell	729,248 -42,070	-5%	-$4.98M	2.18%	17
2023 Q2	$98.5M	Sell	771,318 -48,754	-6%	-$5.07M	2.34%	16
2023 Q1	$81.9M	Buy	820,072 +87,320	+12%	+$7.4M	2.2%	16
2022 Q4	$51.1M	Sell	732,752 -47,030	-6%	-$3.78M	1.72%	19
2022 Q3	$63.9M	Buy	779,782 +566,482	+266%	+$49.1M	1.81%	21
2022 Q2	$17.6M	Buy	+213,300	New	+$18.9M	0.8%	32
2017 Q2	–	Sell	-2,481,312	Closed	-$46.6M	–	81
2017 Q1	$46.6M	Sell	2,481,312 -1,050,948	-30%	-$23.5M	2.15%	20
2016 Q4	$73.6M	Sell	3,532,260 -346,704	-9%	-$8.31M	3.47%	10
2016 Q3	$103M	Buy	3,878,964 +362,220	+10%	+$8.25M	4.23%	6
2016 Q2	$71.9M	Buy	3,516,744 +1,092,558	+45%	+$25.3M	3.37%	11
2016 Q1	$65.9M	Buy	2,424,186 +139,950	+6%	+$3.44M	2.98%	11
2015 Q4	$67.1M	Buy	2,284,236 +7,296	+0.3%	+$211K	2.73%	12
2015 Q3	$65.3M	Buy	2,276,940 +53,682	+2%	+$1.58M	2.8%	13
2015 Q2	$64.7M	Sell	2,223,258 -111,210	-5%	-$2.97M	2.52%	15
2015 Q1	$56.8M	Buy	2,334,468 +91,170	+4%	+$2.04M	2.38%	19
2014 Q4	$45.8M	Buy	2,243,298 +39,408	+2%	+$726K	1.98%	22
2014 Q3	$36M	Buy	2,203,890 +2,171,610	+6,727%	+$31.2M	1.54%	29
2014 Q2	$451K	Sell	32,280 -66,060	-67%	-$771K	0.02%	59
2014 Q1	$1.12M	Buy	+98,340	New	+$1.12M	0.04%	51

Other funds holding PANW

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

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Zevenbergen Capital Investments's PANW Position: Q2 2026 in Review

Zevenbergen Capital Investments reduced its Palo Alto Networks (PANW) stake by 1.1% in Q2 2026, selling an estimated $233K and leaving 93,910 shares worth $32M. The position accounts for 0.73% of the portfolio, ranked #35.

Zevenbergen Capital Investments first reported a position in PANW in Q1 2014 and has held it in 30 quarters since. The position peaked at $103M in Q3 2016. 1,862 funds tracked by Wall St. Rank hold PANW as of Q2 2026.

Zevenbergen Capital Investments held 93,910 shares of Palo Alto Networks worth $32M as of Q2 2026.
Zevenbergen Capital Investments sold 1,020 Palo Alto Networks shares in Q2 2026, an estimated $233K.
Palo Alto Networks made up 0.73% of Zevenbergen Capital Investments's portfolio in Q2 2026, its #35 holding.
Zevenbergen Capital Investments first reported a position in Palo Alto Networks in Q1 2014 and has held it in 30 quarters since.
Zevenbergen Capital Investments's Palo Alto Networks position peaked at $103M in Q3 2016.
1,862 funds tracked by Wall St. Rank held Palo Alto Networks as of Q2 2026.

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