Alta Park Capital, LP: PALO ALTO NETWORKS INC (PANW): Quarterly 13F Position History
As of Q2 2026, Alta Park Capital, LP reported 160,554 shares of PALO ALTO NETWORKS INC (PANW), worth $54.8M and representing 5.1% of its 13F equity book. The position first appeared in Q2 2017 and has been disclosed across 37 13F-HR filings in Pactolio's tracked window.
- 160,554Shares Held (Latest Filing)
- $54.8MReported Market Value (Latest Filing)
- 5.1%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$29.0MQuarter-over-Quarter Value Change
- 224,886Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 37 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 160,554 | 0 | – | $54.8M | 5.1% | $341.0 |
| Q1 2026 | 160,554 | +17,415 | +12.2% | $25.7M | 4.1% | $160.3 |
| Q4 2025 | 143,139 | +38,139 | +36.3% | $26.4M | 3.2% | $184.2 |
| Q3 2025 | 105,000 | 0 | – | $21.4M | 2.2% | $203.6 |
| Q2 2025 | 105,000 | 20,158 | -16.1% | $21.5M | 2.6% | $204.6 |
| Q1 2025 | 125,158 | +20,158 | +19.2% | $21.4M | 4.1% | $170.6 |
| Q4 2024 | 105,000 | +52,500 | +100.0% | $19.1M | 2.5% | $182.0 |
| Q3 2024 | 52,500 | 14,022 | -21.1% | $17.9M | 2.5% | $341.8 |
| Q2 2024 | 66,522 | 0 | – | $22.6M | 3.0% | $339.0 |
| Q1 2024 | 66,522 | 53,373 | -44.5% | $18.9M | 2.0% | $284.1 |
| Q4 2023 | 119,895 | 30,963 | -20.5% | $35.4M | 3.6% | $294.9 |
| Q3 2023 | 150,858 | 1,621 | -1.1% | $35.4M | 4.9% | $234.4 |
| Q2 2023 | 152,479 | 66,560 | -30.4% | $39.0M | 4.4% | $255.5 |
| Q1 2023 | 219,039 | 5,847 | -2.6% | $43.8M | 4.5% | $199.7 |
| Q4 2022 | 224,886 | +22,788 | +11.3% | $31.4M | 4.4% | $139.5 |
| Q3 2022 | 202,098 | +152,324 | +306.0% | $33.1M | 6.7% | $163.8 |
| Q2 2022 | 49,774 | 60,996 | -55.1% | $24.6M | 5.6% | $493.9 |
| Q1 2022 | 110,770 | 73,508 | -39.9% | $69.0M | 8.5% | $622.5 |
| Q4 2021 | 184,278 | 5,615 | -3.0% | $102.6M | 7.9% | $556.8 |
| Q3 2021 | 189,893 | +61,099 | +47.4% | $91.0M | 7.1% | $479.0 |
| Q2 2021 | 128,794 | 21,642 | -14.4% | $47.8M | 4.6% | $371.0 |
| Q1 2021 | 150,436 | +5,836 | +4.0% | $48.4M | 5.0% | $322.1 |
| Q4 2020 | 144,600 | +103,450 | +251.4% | $51.4M | 5.0% | $355.4 |
| Q3 2020 | 41,150 | 61,900 | -60.1% | $10.1M | 1.6% | $244.7 |
| Q2 2020 | 103,050 | +103,050 | – | $23.7M | 3.7% | $229.7 |
| Q1 2020 | 0 | 116,903 | -100.0% | $0 | 0.0% | – |
| Q4 2019 | 116,903 | +60,400 | +106.9% | $27.0M | 6.5% | $231.3 |
| Q3 2019 | 56,503 | +56,503 | – | $11.5M | 4.7% | $203.8 |
| Q2 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2019 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q3 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q2 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q1 2018 | 0 | 0 | – | $0 | 0.0% | – |
| Q4 2017 | 0 | 40,500 | -100.0% | $0 | 0.0% | – |
| Q3 2017 | 40,500 | +13,400 | +49.4% | $5.8M | 5.0% | $144.1 |
| Q2 2017 | 27,100 | – | – | $3.6M | 3.3% | $133.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Alta Park Capital, LP first disclose a PANW position in 13F-HR filings?
Alta Park Capital, LP first reported PALO ALTO NETWORKS INC (PANW) on its 13F-HR filing for the period ending 2017-06-30 (Q2 2017). The position has appeared on 37 reported quarters within Pactolio's tracked window.
What was Alta Park Capital, LP's most recent quarter-over-quarter share-count change in PANW?
Alta Park Capital, LP held the same 160,554 shares of PANW between Q1 2026 and Q2 2026, so the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Alta Park Capital, LP's cost basis in PANW?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.