PALO ALTO NETWORKS INC

$PANW
Smart money positioned

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

13F holders
2,452
Insider buys · 90d
0
Congress · 90d
6trades

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.

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 2,452 · Source: 13F-HR
01
Axa S.a.
0.20% of portfolio
35,486,318 sh
02
Brightline Capital Management, LLC
0.20% of portfolio
34,011,000 sh
03
State Street
0.19% of portfolio
30,331,705 sh
04
State Farm Mutual Automobile Insurance Co.
0.19% of portfolio
24,120,152 sh
05
Augustine Asset Management Inc.
0.27% of portfolio
10,317,288 sh
06
US Bancorp De
0.23% of portfolio
9,356,997 sh
07
ProShare Advisors LLC
0.15% of portfolio
7,683,841 sh
08
Independent Investors Inc.
0.74% of portfolio
6,466,118 sh
09
Solus Alternative Asset Management LP
0.18% of portfolio
6,240,600 sh
10
Strs Ohio
0.15% of portfolio
5,948,108 sh
See all 2,452 13F holders · Pro →

Insider activity · last 90 days

5 transactions · 1 filers
09 Dec 2025
Goetz James J
▼ SOLD
300
$196.42
S
09 Dec 2025
Goetz James J
▼ SOLD
3,970
$195.73
S
09 Dec 2025
Goetz James J
▼ SOLD
8,230
$194.70
S
08 Dec 2025
Goetz James J
▼ SOLD
428
$196.04
S
08 Dec 2025
Goetz James J
▼ SOLD
12,072
$195.31
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

45 disclosures · STOCK Act
House · Tennessee · Traded May 14
SOLD
$1K–$15K
Jun 2STOCK
House · Michigan · Traded Apr 14
SOLD
$1K–$15K
May 7STOCK
House · Michigan · Traded Mar 13
SOLD
$1K–$15K
Apr 6STOCK
House · New Jersey · Traded Mar 23
SOLD
$1K–$15K
Mar 31STOCK
House · New Jersey · Traded Mar 31
SOLD
$1K–$15K
Mar 31STOCK
House · New Jersey · Traded Feb 27
SOLD
$1K–$15K
Mar 17STOCK
House · Illinois · Traded Feb 5
SOLD
$50K–$100K
Mar 12STOCK
House · Tennessee · Traded Feb 27
SOLD
$1K–$15K
Mar 5STOCK
House · California · Traded Feb 5
SOLD
Mar 3STOCK
House · Washington · Traded Dec 11
BOUGHT
$1K–$15K
Jan 15STOCK
See full $PANW Congress history →

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 04:44 UTC.