PALO ALTO NETWORKS INC

$PANW
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Smart money positioned

50 of the Top-200 alpha managers hold $PANW as of the latest 13F snapshot.

13F holders
18
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

50 holders · Q1 2026

$PANW is held by 50 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.54%, with an average of 0.46% of portfolio. Largest holder: CV Advisors LLC at 3.54%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
CV Advisors LLC
3.54% ↑ +2.8pp
α +29.1pts
02
Somerset Group LLC
2.30% NEW
α +64.8pts
03
Knightsbridge Asset Management, LLC
2.22% NEW
α +24.2pts
04
Laidlaw Wealth Management LLC
2.09% held
α +11.1pts
05
Motley Fool Wealth Management, LLC
1.62% NEW
α +15.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 18 · Source: 13F-HR
01
Vanguard Group Inc.
0.18% of portfolio
67,929,063 sh
02
State Street
0.37% of portfolio
36,979,497 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.55% of portfolio
8,778,963 sh
04
Citigroup Inc.
0.37% of portfolio
2,346,450 sh
05
Citadel
0.30% of portfolio
1,499,125 sh
06
Erste Asset Management GmbH
0.74% of portfolio
289,615 sh
07
Duquesne Family Office LLC
0.91% of portfolio
116,650 sh
08
Aequim Alternative Investments LP
4.10% of portfolio
73,343 sh
09
Linscomb Wealth, Inc.
0.42% of portfolio
28,267 sh
10
Shufro Rose & Co. LLC
0.44% of portfolio
22,541 sh
See all 18 13F holders · Pro →

Insider activity · last 90 days

45 transactions · 8 filers
03 Sep 2026
Unknown —
▼ SOLD
—
—
S
03 Sep 2026
Unknown —
· F
—
—
F
27 Aug 2026
Unknown —
▼ SOLD
—
—
S
24 Aug 2026
Unknown —
· F
—
—
F
04 Aug 2026
Unknown —
· F
—
—
F
08 Jul 2026
Unknown —
▼ SOLD
—
—
S
02 Jul 2026
Unknown —
· I
—
—
I
01 Jul 2026
Unknown —
▼ SOLD
—
—
S
01 Jul 2026
Unknown —
· F
—
—
F
01 Jul 2026
Unknown —
▼ SOLD
—
—
S
01 Jul 2026
Unknown —
▼ SOLD
—
—
S
01 Jul 2026
Unknown —
▼ SOLD
—
—
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

5 disclosures · STOCK Act
Josh Gottheimer
House · New Jersey · Traded May 14
BOUGHT
$PANWPalo Alto Networks, Inc.
$1K–$15K
Jun 3STOCK
Gilbert Cisneros
Traded Apr 14
BOUGHT
$PANWPalo Alto Networks, Inc.
$1K–$15K
May 8STOCK
Jared Moskowitz
House · Florida · Traded Mar 23
BOUGHT
$PANWPalo Alto Networks, Inc.
$1K–$15K
Apr 30STOCK
Jared Moskowitz
House · Florida · Traded Mar 23
BOUGHT
$PANWPalo Alto Networks, Inc.
$1K–$15K
Apr 30STOCK
Jared Moskowitz
House · Florida · Traded Mar 31
BOUGHT
$PANWPalo Alto Networks, Inc.
$1K–$15K
Apr 30STOCK

Convergence · $PANW

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 16:47 UTC.