LEIGH BALDWIN & CO., LLC PANW — PALO ALTO NETWORKS INC

Ownership history in LEIGH BALDWIN & CO., LLC  ·  7 quarters on record

AI Ownership Summary

LEIGH BALDWIN & CO., LLC reported PALO ALTO NETWORKS INC (PANW) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.47% in 2026 Q2. The latest visible filing shows PANW at 0.47% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was LEIGH BALDWIN & CO., LLC's position in PALO ALTO NETWORKS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PANW was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PANW stock page LEIGH BALDWIN & CO., LLC fund profile LEIGH BALDWIN & CO., LLC full holdings
How LEIGH BALDWIN & CO., LLC held PANW — position size vs. price
% of Fund (quarterly)    PANW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 2,539 -190 -7.0% 0.47% $866K 2026-08-13 $396.00
2026 Q1 ADDED — — — 2,729 +430 +18.7% 0.28% $438K 2026-05-20 $246.66
2025 Q4 REDUCED 79.3% -13.0% ✅ 2,299 -8,796 -79.3% 0.28% $423K 2026-02-12 $162.81
2025 Q3 ADDED — — — 11,095 +8,194 +282.5% 0.14% $493K 2025-11-13 $204.77
2025 Q2 UNCHANGED — — — 2,901 — 0% 0.39% $594K 2025-08-12 $175.40
2025 Q1 REDUCED 99.5% +19.9% ❌ 2,901 -529,514 -99.5% 0.40% $495K 2025-05-13 $192.00
2024 Q4 INITIATED — — — 532,415 — — 0.46% $532K 2025-02-14 $200.03

🏢 Other funds also holding PANW

As of 2026 Q2 — sorted by position size

AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 8.76% Carroll Investors, Inc 3Y 8.59% Stony Point Capital LLC 3Y 8.21% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 7.97% Mizuho Markets Cayman LP 3Y 7.29% MayTech Global Investments, LLC 3Y 7Y 7.04% Motley Fool Wealth Management, LLC 3Y 7Y 6.99% WORMSER FRERES GESTION 6.74% Y.D. More Investments Ltd 3Y 6.29% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 6.02%

FAQ About LEIGH BALDWIN & CO., LLC and PANW

These are the practical questions this page is built to answer before you even open the full history table.

How long has LEIGH BALDWIN & CO., LLC reported owning PANW?

LEIGH BALDWIN & CO., LLC reported PANW across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported PANW position in LEIGH BALDWIN & CO., LLC's portfolio?

The largest reported portfolio weight for PANW was 0.47% in 2026 Q2.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2026 Q2, when LEIGH BALDWIN & CO., LLC reported 2,539 shares, equal to 0.47% of portfolio, with an estimated market value of $866K.

What does the chart on this PANW ownership page compare?

The chart compares LEIGH BALDWIN & CO., LLC's quarterly PANW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did LEIGH BALDWIN & CO., LLC time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, LEIGH BALDWIN & CO., LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on PANW relative to SPY over the holding period was +903.0%.

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