Phoenix Financial Ltd. PANW — PALO ALTO NETWORKS INC

Ownership history in Phoenix Financial Ltd.  ·  22 quarters on record

AI Ownership Summary

Phoenix Financial Ltd. reported PALO ALTO NETWORKS INC (PANW) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.51% in 2023 Q4. The latest visible filing shows PANW at 0.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PANW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phoenix Financial Ltd.'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
2025 Q4

PANW was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.51% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 Phoenix Financial Ltd. fund profile Phoenix Financial Ltd. full holdings
How Phoenix Financial Ltd. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 44.8% -13.0% ✅ 254,665 -206,432 -44.8% 0.51% $46.9M 2026-02-14 (Est.) $166.95
2025 Q3 ADDED — — — 461,097 +406,632 +746.6% 1.25% $93.9M 2025-11-03 $219.23
2025 Q2 REDUCED 46.3% -0.3% ✅ 54,465 -46,898 -46.3% 0.15% $11.1M 2025-07-30 $183.03
2025 Q1 REDUCED 78.5% +19.9% ❌ 101,363 -370,526 -78.5% 0.26% $17.3M 2025-05-07 $188.14
2024 Q4 ADDED — — — 471,889 +228,488 +93.9% 1.18% $86.8M 2025-02-13 $201.88
2024 Q3 REDUCED — — — 243,401 -1,209 -0.5% 1.23% $83.2M 2024-11-05 $183.15
2024 Q2 REDUCED 19.6% +0.8% ❌ 244,610 -59,779 -19.6% 1.26% $82.9M 2024-08-12 $165.55
2024 Q1 ADDED — — — 304,389 +18,894 +6.6% 1.19% $86.5M 2024-05-15 $156.16
2023 Q4 REDUCED 20.8% -5.2% ✅ 285,495 -75,081 -20.8% 2.51% $151.9M 2024-02-14 $184.16
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PANW

As of 2026 Q1 — sorted by position size

WORMSER FRERES GESTION 6.4% Robocap Asset Management Ltd 4.67% TRAN CAPITAL MANAGEMENT, L.P. 3Y 7Y 4.48% ARCADIA INVESTMENT MANAGEMENT CORP/MI 3Y 7Y 3.77% Y.D. More Investments Ltd 3Y 3.54% Triodos Investment Management BV 3Y 7Y 3.42% Spurstone Advisory Services, LLC 3.29% Family Legacy Financial Solutions, LLC 3.26% Washington Trust Advisors, Inc. 3Y 3.16% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 3.1%

FAQ About Phoenix Financial Ltd. and PANW

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

How long has Phoenix Financial Ltd. reported owning PANW?

Phoenix Financial Ltd. reported PANW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PANW position in Phoenix Financial Ltd.'s portfolio?

The largest reported portfolio weight for PANW was 2.51% in 2023 Q4.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2025 Q4, when Phoenix Financial Ltd. reported 254,665 shares, equal to 0.51% of portfolio, with an estimated market value of $46.9M.

What does the chart on this PANW ownership page compare?

The chart compares Phoenix Financial Ltd.'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 Phoenix Financial Ltd. time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, Phoenix Financial Ltd. correctly timed 12 out of 21 reported position changes (57%). The annualised alpha on PANW relative to SPY over the holding period was +9.8%.

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