SEC 13F Intelligence

Stone Run Capital, LLC / PANW

Stone Run Capital, LLC’s Palo Alto Networks Inc Position

Does Stone Run Capital, LLC own Palo Alto Networks Inc (PANW)? Yes13.5K shares worth $3M (+1.08% of its 13F portfolio) as of Q3 2025, up from 10.9K shares the prior filed quarter.

Position Value
$3M
Q3 2025
Shares
13.5K
% of Portfolio
+1.08%
Quarters Held
21
currently held

Position History PANW

Reported value by quarter
Q3 ’20: $662,000Q3 ’20Q4 ’20: $969,000Q1 ’21: $750,000Q2 ’21: $868,000Q2 ’21Q3 ’21: $1MQ4 ’21: $2MQ1 ’22: $2MQ1 ’22Q2 ’22: $943,000Q3 ’22: $938,000Q4 ’22: $1MQ4 ’22Q1 ’23: $1MQ2 ’23: $2MQ3 ’23: $1MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $2MQ4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202513.5K$3M+1.08%
Q2 202510.9K$2M+0.89%
Q1 202511.1K$2M+0.80%
Q4 202411.2K$2M+0.80%
Q3 20245.6K$2M+0.72%
Q2 20245.6K$2M+0.76%
Q1 20246.7K$2M+0.73%
Q4 20235.5K$2M+0.70%
Q3 20235.7K$1M+0.66%
Q2 20236.2K$2M+0.70%
Q1 20237.2K$1M+0.69%
Q4 20227.4K$1M+0.52%
Q3 20225.7K$938,000+0.51%
Q2 20221.9K$943,000+0.47%
Q1 20222.7K$2M+0.63%
Q4 20213.3K$2M+0.59%
Q3 20213.1K$1M+0.51%
Q2 20212.3K$868,000+0.31%
Q1 20212.3K$750,000+0.29%
Q4 20202.7K$969,000+0.39%
Q3 20202.7K$662,000+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Stone Run Capital, LLC’s full portfolio or all institutional holders of PANW.