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Disclosery

Stony Point Capital LLC: PANW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stony Point Capital LLC on PANW, newest first. How the timeline and the estimate are built.

Stony Point Capital LLC held 370,769 PANW shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 370,769 shares
    Change vs previous 13F +11,989 shares

    8.26% of the 13F portfolio, value $126,439,644.

    13F-HR 0001776023-26-000008 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 358,780 shares
    Change vs previous 13F -1,169 shares

    4.65% of the 13F portfolio, value $57,519,609.

    13F-HR 0001776023-26-000006 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 359,949 shares
    Change vs previous 13F +8,624 shares

    4.89% of the 13F portfolio, value $66,302,606.

    13F-HR 0001776023-26-000003 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 351,325 shares
    Change vs previous 13F +16,318 shares

    5.01% of the 13F portfolio, value $71,536,796.

    13F-HR 0001776023-25-000011 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 335,007 shares
    Change vs previous 13F +7,222 shares

    5.41% of the 13F portfolio, value $68,555,832.

    13F-HR 0001420506-25-002105 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 327,785 shares
    Change vs previous 13F +197,791 shares

    6.05% of the 13F portfolio, value $55,933,232.

    13F-HR 0001776023-25-000005 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 129,994 shares
    Change vs previous 13F +60,239 shares

    5.43% of the 13F portfolio, value $23,653,709.

    13F-HR 0001420506-25-000461 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 69,755 shares
    Change vs previous 13F not available

    5.69% of the 13F portfolio, value $23,842,259.

    13F-HR 0001420506-24-002424 filed by Stony Point Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).