L3VLUP
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 9 May 2024
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 16 listed it in both
Shares listed
17,362,126
combined, among listed positions
Reported value
$4.9bn
combined, at the quarter end

Among the 93 comparable managers: 8 buyers (opened or added shares) and 15 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 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
Fidelity (FMR LLC)4,605,012$1.3bn0.09%Trimmed-811,5885 Nov 2026 (the filing on sec.gov)
Capital Research Global Investors4,347,246$1.2bn0.28%Trimmed-1,438,52314 May 2024 (the filing on sec.gov)
Invesco Ltd2,054,965$584m0.13%Trimmed-1,079,27814 May 2024 (the filing on sec.gov)
AllianceBernstein LP1,209,248$344m0.12%Trimmed-1,95814 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc910,722$259munder 0.1%Trimmed-174,12815 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC536,714$152m0.13%Trimmed-134,15514 Nov 2024 (the filing on sec.gov)
Capital World Investors484,350$138munder 0.1%Trimmed-73,61914 May 2024 (the filing on sec.gov)
Wellington Management Group LLP476,577$135munder 0.1%Trimmed-246,71215 May 2024 (the filing on sec.gov)
Janus Henderson Group Ltd468,747$133m0.07%Trimmed-1,006,60115 May 2024 (the filing on sec.gov)
MFS Investment Management459,911$131munder 0.1%Trimmed-117,04914 May 2024 (the filing on sec.gov)
Marshall Wace LLP359,000$102m0.16%Trimmed-98115 May 2024 (the filing on sec.gov)
Whale Rock Capital Management LLC319,888$91m1.35%Trimmed-145,05415 May 2024 (the filing on sec.gov)
Jane Street Group LLC306,128$87munder 0.1%Trimmed-191,25016 May 2024 (the filing on sec.gov)
Woodline Partners LP250,109$71m0.65%Newnew15 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.238,561$68m0.06%Addedn.a.15 May 2024 (the filing on sec.gov)
AQR Capital Management LLC116,797$33m0.06%Trimmed-55,00115 May 2024 (the filing on sec.gov)
Rokos Capital Management LLP112,251$32m0.17%Newnew17 May 2024 (the filing on sec.gov)
Walleye Capital LLC75,095$21munder 0.1%Newnew15 May 2024 (the filing on sec.gov)
Maverick Capital Ltd10,226$2.9m0.05%Added+2,06515 May 2024 (the filing on sec.gov)
GAMCO Investors Inc8,712$2.5munder 0.1%Trimmed-12,59614 May 2024 (the filing on sec.gov)
Caxton Associates LLP6,211$1.8m0.10%Newnew15 May 2024 (the filing on sec.gov)
Tybourne Capital Management HK Ltd3,225$916k0.16%Newnew15 May 2024 (the filing on sec.gov)
Element Capital Management LLC2,431$691k0.46%Newnew9 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
20 in Q3 2024 to 27 in Q2 2026

Tracked managers listing it, at least.

010203040split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
PANW by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20137$402mn.a.n.a.
Q3 20134$417mn.a.n.a.
Q4 20134$863mn.a.n.a.
Q1 20149$1.1bnn.a.n.a.
Q2 201414$1.1bnn.a.n.a.
Q3 201416$1.1bnn.a.n.a.
Q4 201410$1.7bnn.a.n.a.
Q1 201518$2.3bnn.a.n.a.
Q2 201518$2.4bnn.a.n.a.
Q3 201518$2.2bnn.a.n.a.
Q4 201518$2.4bnn.a.n.a.
Q1 201618$2.3bnn.a.n.a.
Q2 201611$1.1bnn.a.n.a.
Q3 201612$1.7bnn.a.n.a.
Q4 201611$1.1bnn.a.n.a.
Q1 201713$799mn.a.n.a.
Q2 201714$1.2bnn.a.n.a.
Q3 201714$1.3bnn.a.n.a.
Q4 201716$1.4bnn.a.n.a.
Q1 201815$1.8bnn.a.n.a.
Q2 201817$2.1bnn.a.n.a.
Q3 201822$2.6bnn.a.n.a.
Q4 201820$1.7bnn.a.n.a.
Q1 201925$2.6bnn.a.n.a.
Q2 201916$1.8bnn.a.n.a.
Q3 201915$2.0bnn.a.n.a.
Q4 201917$2.9bnn.a.n.a.
Q1 202012$1.6bnn.a.n.a.
Q2 202022$2.6bnn.a.n.a.
Q3 202015$2.0bnn.a.n.a.
Q4 202023$4.0bnn.a.n.a.
Q1 202121$3.6bnn.a.n.a.
Q2 202120$3.9bnn.a.n.a.
Q3 202126$4.6bnn.a.n.a.
Q4 202121$5.4bnn.a.n.a.
Q1 202229$6.3bnn.a.n.a.
Q2 202232$5.0bnn.a.n.a.
Q3 202229$4.8bnn.a.n.a.
Q4 202221$3.4bnn.a.n.a.
Q1 202329$5.7bnn.a.n.a.
Q2 202332$6.9bnn.a.n.a.
Q3 202329$7.1bnn.a.n.a.
Q4 202325$6.8bn1116
Q1 202423$4.9bn815
Q2 202417$5.1bn129
Q3 202420$4.9bn148
Q4 2024 (split)23$5.3bn41
Q1 202524$5.6bn179
Q2 202525$6.9bn178
Q3 202530$7.1bn1713
Q4 202522$9.0bn1924
Q1 202621$7.6bn1723
Q2 202627$21.7bn2019

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 →