PANW in the 13F filings
Palo Alto Networks Inc · CUSIP 697435105
- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 12 May 2025
- Managers listing it
- 24
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 18 listed it in both
- Shares listed
- 33,078,106
- combined, among listed positions
- Reported value
- $5.6bn
- combined, at the quarter end
Among the 95 comparable managers: 17 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing PANW in Q1 2025
24 of 24 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 9,035,434 shares now+5,076,225
- T. Rowe Price Associates Incexisting position · 3,879,506 shares now+1,688,432
- AQR Capital Management LLCexisting position · 1,673,392 shares now+668,320
- Two Sigma Investments LPexisting position · 807,484 shares now+400,479
- Two Sigma Advisers LPexisting position · 780,412 shares now+373,922
Reductions
- Capital Research Global Investorsexisting position · 4,645,039 shares now-3,782,023
- Squarepoint Ops LLCexisting position · 419,003 shares now-393,235
- Woodline Partners LPexisting position · 31,402 shares now-289,794
- Acadian Asset Management LLCexisting position · 150,781 shares now-182,267
- AllianceBernstein LPexisting position · 1,802,813 shares now-119,106
New positions and exits
New (2)
Exited (2)
- Renaissance Technologies LLCwas $124m
- Rokos Capital Management LLPwas $62m
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 →