S&CO INC PANW — PALO ALTO NETWORKS INC COMMON

Ownership history in S&CO INC  ·  52 quarters on record

AI Ownership Summary

S&CO INC reported PALO ALTO NETWORKS INC COMMON (PANW) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.04% in 2025 Q3. The latest visible filing shows PANW at 0.86% 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 S&CO INC's position in PALO ALTO NETWORKS INC COMMON, 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 Q1

PANW was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.04% in 2025 Q3

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 2026 Q1

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 S&CO INC fund profile S&CO INC full holdings
How S&CO INC 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 86,925 +3,579 +4.3% 0.86% $14K 2026-05-07 $196.53
2025 Q4 ADDED — — — 83,346 +92 +0.1% 0.95% $15.4M 2026-02-05 $154.77
2025 Q3 ADDED — — — 83,254 +16,950 +25.6% 1.04% $17.0M 2025-11-06 $211.37
2025 Q2 UNCHANGED — — — 66,304 — 0% 0.87% $13.6M 2025-08-07 $168.10
2025 Q1 UNCHANGED — — — 66,304 — 0% 0.76% $11.3M 2025-05-08 $188.53
2024 Q4 ADDED — — — 66,304 +33,152 +100.0% 0.82% $12.1M 2025-02-07 $193.94
2024 Q3 UNCHANGED — — — 33,152 — 0% 0.74% $11.3M 2024-11-07 $193.50
2024 Q2 ADDED — — — 33,152 +3,000 +9.9% 0.78% $11.2M 2024-08-08 $158.68
2024 Q1 ADDED — — — 30,152 +1,445 +5.0% 0.60% $8.6M 2024-05-09 $147.84
2023 Q4 UNCHANGED — — — 28,707 — 0% 0.65% $8.5M 2024-02-12 $185.99
42 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 S&CO INC and PANW

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

How long has S&CO INC reported owning PANW?

S&CO INC reported PANW across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported PANW position in S&CO INC's portfolio?

The largest reported portfolio weight for PANW was 1.04% in 2025 Q3.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 86,925 shares, equal to 0.86% of portfolio, with an estimated market value of $14K.

What does the chart on this PANW ownership page compare?

The chart compares S&CO INC'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 S&CO INC time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, S&CO INC correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on PANW relative to SPY over the holding period was +10.2%.

← Back to S&CO INC Holdings