PANW in the 13F filings
Palo Alto Networks Inc · CUSIP 697435105
- 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
20 of 20 holders
Largest increases and reductions, by shares
Increases
- Balyasny Asset Management LLCexisting position · 350,815 shares now+229,759
- Rokos Capital Management LLPexisting position · 170,238 shares now+114,041
- Invesco Ltdexisting position · 2,708,371 shares now+104,137
- Janus Henderson Group Ltdexisting position · 557,775 shares now+89,719
- Woodline Partners LPexisting position · 208,663 shares now+70,021
Reductions
- Capital Research Global Investorsexisting position · 4,585,703 shares now-664,370
- Fidelity (FMR LLC)existing position · 2,270,339 shares now-430,377
- AllianceBernstein LPexisting position · 952,226 shares now-295,085
- Neuberger Berman Group LLCexisting position · 512,851 shares now-29,578
- Moore Capital Management LPexisting position · 4,148 shares now-592
New positions and exits
New (1)
Exited (2)
- Maverick Capital Ltdwas $3.2m
- Element Capital Management LLCwas $1.1m
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 →