Sands Capital Management — PANW Trade History
Quarter-by-quarter changes in the PALO ALTO NETWORKS INC position · CUSIP 697435105
Currently held · 1.3 YearsFirst seen: 2016 Q3split-adjusted
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-13 | Reduce | 31,312 | -129,766 | -80.6% | $10.7M | 0.04% |
| 2026 Q1 | 2026-05-08 | Reduce | 161,078 | -1,885 | -1.2% | $25.8M | 0.10% |
| 2025 Q4 | 2026-02-13 | Reduce | 162,963 | -31,656 | -16.3% | $30.0M | 0.09% |
| 2025 Q3 | 2025-11-13 | Add | 194,619 | 39,756 | +25.7% | $39.6M | 0.11% |
| 2025 Q2 | 2025-08-13 | New | 154,863 | 154,863 | — | $31.7M | 0.09% |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2024 Q4 | 2025-02-13 | — | — | — | — | — | — |
| 2024 Q3 | 2024-11-13 | — | — | — | — | — | — |
| 2024 Q2 | 2024-08-13 | — | — | — | — | — | — |
| 2024 Q1 | 2024-05-14 | — | — | — | — | — | — |
| 2023 Q4 | 2024-02-13 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-15 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-12 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-09 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-12 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-13 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-03 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-16 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-17 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-17 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-17 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-11 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-14 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-13 | Sold out | — | -7,803,816 | -100.0% | — | — |
| 2019 Q3 | 2019-11-14 | Reduce | 7,803,816 | -354,576 | -4.3% | $265.1M | 0.85% |
| 2019 Q2 | 2019-08-14 | Reduce | 8,158,392 | -184,560 | -2.2% | $277.1M | 0.82% |
| 2019 Q1 | 2019-05-15 | Reduce | 8,342,952 | -7,040,268 | -45.8% | $337.7M | 1.04% |
| 2018 Q4 | 2019-02-14 | Reduce | 15,383,220 | -4,224,246 | -21.5% | $482.9M | 1.72% |
| 2018 Q3 | 2018-11-14 | Reduce | 19,607,466 | -1,658,628 | -7.8% | $736.1M | 2.08% |
| 2018 Q2 | 2018-08-14 | Reduce | 21,266,094 | -1,231,944 | -5.5% | $728.3M | 2.08% |
| 2018 Q1 | 2018-05-15 | Reduce | 22,498,038 | -1,277,478 | -5.4% | $680.6M | 2.01% |
| 2017 Q4 | 2018-02-14 | Add | 23,775,516 | 5,160,702 | +27.7% | $574.3M | 1.74% |
| 2017 Q3 | 2017-11-14 | Reduce | 18,614,814 | -1,155,648 | -5.8% | $447.1M | 1.34% |
| 2017 Q2 | 2017-08-14 | Reduce | 19,770,462 | -1,743,630 | -8.1% | $440.9M | 1.32% |
| 2017 Q1 | 2017-05-12 | Reduce | 21,514,092 | -1,327,926 | -5.8% | $404.0M | 1.27% |
| 2016 Q4 | 2017-02-13 | Reduce | 22,842,018 | -2,989,722 | -11.6% | $476.1M | 1.66% |
| 2016 Q3 | 2016-11-14 | New | 25,831,740 | 25,831,740 | — | $686.0M | 2.02% |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.