Bayesian Capital Management, LP / PANW
Bayesian Capital Management, LP’s Palo Alto Networks Inc Position
Does Bayesian Capital Management, LP own Palo Alto Networks Inc (PANW)? Yes — 9.4K shares worth $2M (+1.84% of its 13F portfolio) as of Q1 2026, up from 3.1K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
9.4K
% of Portfolio
+1.84%
Quarters Held
14
currently held
Position History PANW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 9.4K | $2M | +1.84% |
| Q3 2025 | 3.1K | $634,073 | +0.13% |
| Q1 2025 | 1.6K | $273,024 | +0.05% |
| Q3 2024 | 13.5K | $5M | +0.54% |
| Q3 2023 | 85.3K | $20M | +2.28% |
| Q2 2023 | 51.0K | $13M | +1.40% |
| Q3 2022 | 32.2K | $5M | +1.07% |
| Q2 2022 | 4.8K | $2M | +0.44% |
| Q1 2022 | 4.5K | $3M | +0.42% |
| Q4 2021 | 2.8K | $2M | +0.49% |
| Q3 2019 | 2.8K | $571,000 | +0.11% |
| Q2 2019 | 2.5K | $509,000 | +0.11% |
| Q1 2019 | 19.6K | $5M | +0.91% |
| Q4 2018 | 9.5K | $2M | +0.37% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bayesian Capital Management, LP’s full portfolio or all institutional holders of PANW.