SEC 13F Intelligence

North Peak Capital Management, LLC / PANW

North Peak Capital Management, LLC’s Palo Alto Networks Inc Position

Does North Peak Capital Management, LLC own Palo Alto Networks Inc (PANW)? Not currently — the last reported position was 128.2K shares worth $26M in Q2 2019; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$26M
Q2 2019
Shares
128.2K
% of Portfolio
+14.68%
Quarters Held
3
position exited

Position History PANW

Reported value by quarter
Q4 ’18: $13MQ4 ’18Q1 ’19: $18MQ1 ’19Q2 ’19: $26MQ2 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2019128.2K$26M+14.68%
Q1 201974.7K$18M+11.68%
Q4 201871.6K$13M+11.32%

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