PANW in the 13F filings
Palo Alto Networks Inc · CUSIP 697435105
- Quarter end
- 30 Jun 2026
- the date the book describes
- Filed
- 27 Oct 2026
- latest of these filings; the earliest 3 Aug 2026
- Managers listing it
- 34
- at least, of 95 tracked, among listed positions
- Comparable managers
- 91
- filed both Q1 2026 and Q2 2026; 18 listed it in both
- Shares listed
- 64,630,876
- combined, among listed positions
- Reported value
- $21.8bn
- combined, at the quarter end
AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.
Among the 91 comparable managers: 20 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +15,839,960.
Managers listing PANW in Q2 2026
34 of 34 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 20,054,462 shares now+11,949,672
- Jane Street Group LLCexisting position · 2,200,492 shares now+2,129,568
- Invesco Ltdexisting position · 25,647,946 shares now+1,719,523
- T. Rowe Price Associates Incexisting position · 4,155,391 shares now+1,620,040
- Wellington Management Group LLPexisting position · 2,774,225 shares now+1,129,480
Reductions
- Capital Research Global Investorsexisting position · 1,037,093 shares now-924,106
- Holocene Advisors LPexisting position · 295,304 shares now-889,135
- AQR Capital Management LLCexisting position · 780,792 shares now-602,908
- Arrowstreet Capital LPexisting position · 57,869 shares now-552,058
- Balyasny Asset Management LLCexisting position · 49,338 shares now-463,494
New positions and exits
New (6)
Exited (5)
- Voloridge Investment Management LLCwas $17m
- Moore Capital Management LPwas $3.6m
- Two Sigma Investments LPwas $3.2m
- Bridgewater Associates LPwas $2.1m
- ARK Investment Management LLCwas $1.7m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 7 | $402m | n.a. | n.a. |
| Q3 2013 | 4 | $417m | n.a. | n.a. |
| Q4 2013 | 4 | $863m | n.a. | n.a. |
| Q1 2014 | 9 | $1.1bn | n.a. | n.a. |
| Q2 2014 | 14 | $1.1bn | n.a. | n.a. |
| Q3 2014 | 16 | $1.1bn | n.a. | n.a. |
| Q4 2014 | 10 | $1.7bn | n.a. | n.a. |
| Q1 2015 | 18 | $2.3bn | n.a. | n.a. |
| Q2 2015 | 18 | $2.4bn | n.a. | n.a. |
| Q3 2015 | 18 | $2.2bn | n.a. | n.a. |
| Q4 2015 | 18 | $2.4bn | n.a. | n.a. |
| Q1 2016 | 18 | $2.3bn | n.a. | n.a. |
| Q2 2016 | 11 | $1.1bn | n.a. | n.a. |
| Q3 2016 | 12 | $1.7bn | n.a. | n.a. |
| Q4 2016 | 11 | $1.1bn | n.a. | n.a. |
| Q1 2017 | 13 | $799m | n.a. | n.a. |
| Q2 2017 | 14 | $1.2bn | n.a. | n.a. |
| Q3 2017 | 14 | $1.3bn | n.a. | n.a. |
| Q4 2017 | 16 | $1.4bn | n.a. | n.a. |
| Q1 2018 | 15 | $1.8bn | n.a. | n.a. |
| Q2 2018 | 17 | $2.1bn | n.a. | n.a. |
| Q3 2018 | 22 | $2.6bn | n.a. | n.a. |
| Q4 2018 | 20 | $1.7bn | n.a. | n.a. |
| Q1 2019 | 25 | $2.6bn | n.a. | n.a. |
| Q2 2019 | 16 | $1.8bn | n.a. | n.a. |
| Q3 2019 | 15 | $2.0bn | n.a. | n.a. |
| Q4 2019 | 17 | $2.9bn | n.a. | n.a. |
| Q1 2020 | 12 | $1.6bn | n.a. | n.a. |
| Q2 2020 | 22 | $2.6bn | n.a. | n.a. |
| Q3 2020 | 15 | $2.0bn | n.a. | n.a. |
| Q4 2020 | 23 | $4.0bn | n.a. | n.a. |
| Q1 2021 | 21 | $3.6bn | n.a. | n.a. |
| Q2 2021 | 20 | $3.9bn | n.a. | n.a. |
| Q3 2021 | 26 | $4.6bn | n.a. | n.a. |
| Q4 2021 | 21 | $5.4bn | n.a. | n.a. |
| Q1 2022 | 29 | $6.3bn | n.a. | n.a. |
| Q2 2022 | 32 | $5.0bn | n.a. | n.a. |
| Q3 2022 | 29 | $4.8bn | n.a. | n.a. |
| Q4 2022 | 21 | $3.4bn | n.a. | n.a. |
| Q1 2023 | 29 | $5.7bn | n.a. | n.a. |
| Q2 2023 | 32 | $6.9bn | n.a. | n.a. |
| Q3 2023 | 29 | $7.1bn | n.a. | n.a. |
| Q4 2023 | 25 | $6.8bn | 11 | 16 |
| Q1 2024 | 23 | $4.9bn | 8 | 15 |
| Q2 2024 | 17 | $5.1bn | 12 | 9 |
| Q3 2024 | 20 | $4.9bn | 14 | 8 |
| Q4 2024 (split) | 23 | $5.3bn | 4 | 1 |
| Q1 2025 | 24 | $5.6bn | 17 | 9 |
| Q2 2025 | 25 | $6.9bn | 17 | 8 |
| Q3 2025 | 30 | $7.1bn | 17 | 13 |
| Q4 2025 | 22 | $9.0bn | 19 | 24 |
| Q1 2026 | 21 | $7.6bn | 17 | 23 |
| Q2 2026 | 27 | $21.7bn | 20 | 19 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
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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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own PANW, latest filings →Back to the 13F Explorer →