S&T BANK/PA PANW — PALO ALTO NETWORKS INC

Ownership history in S&T BANK/PA  ·  23 quarters on record

AI Ownership Summary

S&T BANK/PA reported PALO ALTO NETWORKS INC (PANW) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.61% in 2023 Q4. The latest visible filing shows PANW at 1.52% 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&T BANK/PA'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 1.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.61% 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 S&T BANK/PA fund profile S&T BANK/PA full holdings
How S&T BANK/PA 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 19.6% -13.0% ✅ 26,066 -6,365 -19.6% 1.52% $4.8M 2026-02-14 (Est.) $166.95
2025 Q3 REDUCED 11.0% -8.2% ✅ 32,431 -3,997 -11.0% 1.86% $6.6M 2025-11-14 $205.25
2025 Q2 REDUCED 7.3% -0.3% ✅ 36,428 -2,874 -7.3% 2.27% $7.5M 2025-08-06 $172.89
2025 Q1 REDUCED — — — 39,302 -976 -2.4% 2.19% $6.7M 2025-05-15 $192.90
2024 Q4 ADDED — — — 40,278 +17,638 +77.9% 2.34% $7.3M 2025-02-14 $200.03
2024 Q3 REDUCED 20.9% +7.8% ❌ 22,640 -5,992 -20.9% 2.03% $7.7M 2024-11-13 $201.18
2024 Q2 REDUCED 23.5% +0.8% ❌ 28,632 -8,802 -23.5% 2.47% $9.7M 2024-08-14 $169.96
2024 Q1 REDUCED 21.7% +20.0% ❌ 37,434 -10,402 -21.7% 2.04% $10.6M 2024-05-15 $156.16
2023 Q4 REDUCED 7.3% -5.2% ✅ 47,836 -3,757 -7.3% 2.61% $14.1M 2024-02-14 $184.16
14 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% 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% Sitrin Capital Management LLC 3Y 7Y 3.04% Randolph Co Inc 3Y 7Y 3.02%

FAQ About S&T BANK/PA 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&T BANK/PA reported owning PANW?

S&T BANK/PA reported PANW across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported PANW position in S&T BANK/PA's portfolio?

The largest reported portfolio weight for PANW was 2.61% in 2023 Q4.

What is the latest reported PANW position on this page?

The most recent filing on this page is 2025 Q4, when S&T BANK/PA reported 26,066 shares, equal to 1.52% of portfolio, with an estimated market value of $4.8M.

What does the chart on this PANW ownership page compare?

The chart compares S&T BANK/PA'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&T BANK/PA time their PANW position?

Based on 13F filing dates vs. subsequent PANW price moves, S&T BANK/PA correctly timed 12 out of 22 reported position changes (55%). The annualised alpha on PANW relative to SPY over the holding period was +10.9%.

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