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TRAN CAPITAL MANAGEMENT, L.P. → PANW
TRAN CAPITAL MANAGEMENT, L.P. PANW Position History
Palo Alto Networks, Inc. • Technology
Quarters held
5
Latest value
$49.9M
Q3 2026
Peak value
$69.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $35.7M |
| Q4 2025 | $32.3M |
| Q1 2026 | $32.6M |
| Q2 2026 | $69.2M |
| Q3 2026 | $49.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $49.9M | 125.6K | — | — |
| Q2 2026 | $69.2M | 203.1K | — | — |
| Q1 2026 | $32.6M | 203.4K | — | — |
| Q4 2025 | $32.3M | 175.1K | — | — |
| Q3 2025 | $35.7M | 175.3K | — | — |
Other funds holding PANW
$12.6B
$12.6B
$12.4B
$11.3B
$10.2B
$6.6B
$6.1B