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Davidson Capital Management Inc. → PANW
Davidson Capital Management Inc. PANW Position History
Palo Alto Networks, Inc. • Technology
Quarters held
5
Latest value
$8.5M
Q3 2026
Peak value
$10M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.7M |
| Q4 2025 | $3.4M |
| Q1 2026 | $4.7M |
| Q2 2026 | $10M |
| Q3 2026 | $8.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.5M | 21.4K | — | — |
| Q2 2026 | $10M | 29.4K | — | — |
| Q1 2026 | $4.7M | 29.0K | — | — |
| Q4 2025 | $3.4M | 18.6K | — | — |
| Q3 2025 | $3.7M | 18.0K | — | — |
Other funds holding PANW
$12.6B
$12.6B
$12.4B
$11.3B
$10.2B
$6.6B
$6.1B