InvestorLens

PANW — PALO ALTO NETWORKS INC

Information Technology · Software

Sign in to save5 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying PANW?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
67
Institutional Conviction
Net distribution · 1 buying vs 2 selling last quarter
31
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
4 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 3 tracked investors who changed their PANW position last quarter, 1 bought and 2 sold (33% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 4 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +1 tracked investor added or increased positions last quarter (Stanley Druckenmiller)
  • +5 tracked investors reported holding PANW at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for Information Technologysource
  • +4 congressional purchases disclosed in the last 6 months
Contradicting evidence — always shown
  • −2 tracked investors reduced or exited last quarter (0 reduced, 2 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About PALO ALTO NETWORKS INC (PANW)

PALO ALTO NETWORKS INC (PANW) appears in the most recent 13F filings of 5 tracked institutional investors. PALO ALTO NETWORKS INC is classified in the Information Technology sector (Software industry). The largest disclosed position is held by Ken Griffin (Citadel Advisors), valued at $2.9B. Across recent filings, tracked investors recorded 7 new positions, 5 increased, 4 reduced, and 6 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in PANW

55
/100
Mixed Activity
Added / Increased12
Reduced4
Exited6
BearishBullish
Crowded Trade Score™

How many top investors track PANW

33
/100
Emerging Interest
5investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

PANW Ownership Composition

How PALO ALTO NETWORKS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
96% of tracked value
Institutions
5
tracked investors
Total Reported
$4.4B
combined 13F value
Types2
  • Multi-Strategy / Quant96.4%
  • Macro3.6%
Multi-Strategy / Quant(3)
96.4%
Macro(2)
3.6%

Tracked investors currently reporting PANW

2 tracked investors have since exited this position — listed separately below.

  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    8.5M
    Value
    $2.9B
    % Portfolio
    0.33%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    3M
    Value
    $1B
    % Portfolio
    0.37%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    820.8K
    Value
    $279.9M
    % Portfolio
    0.31%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    70M
    Value
    $116.7M
    % Portfolio
    0.16%
  • Stanley DruckenmillerJun 30, 2026
    Duquesne Family Office
    Shares
    116.7K
    Value
    $39.8M
    % Portfolio
    0.76%

Previously held PANW

These investors reported PANW in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
Ray DalioBridgewater Associates13.2K$2.1MMar 31, 2026
Cathie WoodARK Investment Management10.9K$1.7MMar 31, 2026

Recent activity

Frequently asked questions

How many institutional investors hold PANW?
5 tracked institutional investors disclosed a position in PANW (PALO ALTO NETWORKS INC) in their most recent 13F filing.
Who is the largest institutional holder of PANW?
Ken Griffin, Citadel Advisors, holds the largest disclosed position in PANW, valued at $2.9B.
Did institutional ownership of PANW increase or decrease?
Across recent 13F filings, tracked investors recorded 7 new positions, 5 increased, 4 reduced, and 6 fully exited PANW.
What sector is PANW in?
PALO ALTO NETWORKS INC is classified in the Information Technology GICS sector, Software industry.
Where does this PANW ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
PANW (PALO ALTO NETWORKS INC) — Institutional Holders & 13F — InvestorLens