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PANW · GOOGL in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

PANWGOOGL
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • PANW
  • GOOGL
020406080202120222023202420252026
Holders and value by quarter
QuarterPANWGOOGL
Q3 202015 holders, $2.0bn52 holders, $65.2bn
Q4 202023 holders, $4.0bn57 holders, $83.4bn
Q1 202121 holders, $3.6bn56 holders, $96.9bn
Q2 202120 holders, $3.9bn59 holders, $113bn
Q3 202126 holders, $4.6bn59 holders, $123bn
Q4 202121 holders, $5.4bn56 holders, $130bn
Q1 202229 holders, $6.3bn56 holders, $117bn
Q2 202232 holders, $5.0bn49 holders, $88.7bn
Q3 202229 holders, $4.8bn53 holders, $76.8bn
Q4 202221 holders, $3.4bn55 holders, $122bn
Q1 202329 holders, $5.7bn54 holders, $79.8bn
Q2 202332 holders, $6.9bn55 holders, $93.0bn
Q3 202329 holders, $7.1bn59 holders, $103bn
Q4 202325 holders, $6.8bn57 holders, $105bn
Q1 202423 holders, $4.9bn58 holders, $112bn
Q2 202417 holders, $5.1bn56 holders, $132bn
Q3 202420 holders, $4.9bn58 holders, $119bn
Q4 202423 holders, $5.3bn58 holders, $141bn
Q1 202524 holders, $5.6bn61 holders, $106bn
Q2 202525 holders, $6.9bn57 holders, $117bn
Q3 202530 holders, $7.1bn61 holders, $174bn
Q4 202522 holders, $9.0bn62 holders, $236bn
Q1 202621 holders, $7.6bn65 holders, $233bn
Q2 202627 holders, $21.7bn64 holders, $309bn
PANW

Palo Alto Networks Inc

Holders
30
Reported value
$7.1bn
Buyers
17
Sellers
13

Breadth +4 among 95 comparable managers.

Technology hardware and equipmentCloud and enterprise software · L3VLUP
GOOGL

Alphabet Inc

Holders
61
Reported value
$174bn
Buyers
29
Sellers
31

Breadth -2 among 95 comparable managers.

Software and IT servicesCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q3 2025

Among the 63 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PANW (2)

Eisler Capital Management Ltd, PDT Partners LLC

Only GOOGL (33)

Altimeter Capital Management LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Coatue Management LLC, D. E. Shaw & Co., Discovery Capital Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, First Eagle Investment Management LLC, Harris Associates LP, Light Street Capital Management LLC, Markel Group Inc, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Soroban Capital Partners LP, and 8 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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