L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 8 Nov 2024
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 12 listed it in both
Shares listed
14,430,032
combined, among listed positions
Reported value
$4.9bn
combined, at the quarter end

Among the 94 comparable managers: 14 buyers (opened or added shares) and 8 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Capital Research Global Investors4,585,703$1.6bn0.33%Trimmed-664,37013 Nov 2024 (the filing on sec.gov)
Invesco Ltd2,708,371$926m0.18%Added+104,13712 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)2,270,339$776munder 0.1%Trimmed-430,3775 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,072,952$367munder 0.1%Added+62,23914 Nov 2024 (the filing on sec.gov)
AllianceBernstein LP952,226$325m0.11%Trimmed-295,08514 Nov 2024 (the filing on sec.gov)
Janus Henderson Group Ltd557,775$191m0.10%Added+89,71914 Nov 2024 (the filing on sec.gov)
Neuberger Berman Group LLC512,851$175m0.14%Trimmed-29,57814 Nov 2024 (the filing on sec.gov)
Balyasny Asset Management LLC350,815$120m0.20%Added+229,75914 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC251,500$86m0.13%Addedn.a.13 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC240,155$82m0.11%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Woodline Partners LP208,663$71m0.60%Added+70,02114 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP187,963$64m0.08%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Rokos Capital Management LLP170,238$58m0.94%Added+114,04114 Nov 2024 (the filing on sec.gov)
Squarepoint Ops LLC138,584$47m0.07%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Man Group PLC118,389$40m0.11%Addedn.a.14 Nov 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP36,532$12m0.08%Newnew12 Nov 2024 (the filing on sec.gov)
Verition Fund Management LLC33,308$11m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC20,735$7.1munder 0.1%Addedn.a.14 Nov 2024 (the filing on sec.gov)
GAMCO Investors Inc8,785$3.0munder 0.1%Trimmed-10014 Nov 2024 (the filing on sec.gov)
Moore Capital Management LP4,148$1.4munder 0.1%Trimmed-59214 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 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 →