Jefferies Group's PANW Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 24,195 shares of Palo Alto Networks, Inc. (PANW) worth $4.46 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in PANW, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 170,950 shares. Largest reduction occurred in Q1 2024, reducing 153,284 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Palo Alto Networks (PANW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Palo Alto Networks (PANW) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +19,112 | Add 376.00% | 24,195 | $184.20 |
| Q3 2025 | -4,592 | Reduce 47.46% | 5,083 | $203.61 |
| Q2 2025 | -5,599 | Reduce 36.66% | 9,675 | $204.64 |
| Q1 2025 | +5,587 | Add 57.68% | 15,274 | $170.65 |
| Q4 2024 | -261 | Reduce 2.62% | 9,687 | $181.95 |
| Q3 2024 | +344 | Add 3.58% | 9,948 | $170.90 |
| Q2 2024 | -14,980 | Reduce 60.93% | 9,604 | $169.50 |
| Q1 2024 | -153,284 | Reduce 86.18% | 24,584 | $142.07 |
| Q4 2023 | +170,950 | Add 2471.09% | 177,868 | $147.44 |
| Q3 2023 | +3,454 | Add 99.71% | 6,918 | $117.22 |
| Q2 2023 | -5,606 | Reduce 61.81% | 3,464 | $127.75 |
| Q1 2023 | -85,496 | Reduce 90.41% | 9,070 | $99.87 |
| Q4 2022 | +94,566 | New Buy | 94,566 | $69.77 |
Jefferies Group's Palo Alto Networks Investment FAQs
Jefferies Group first purchased Palo Alto Networks, Inc. (PANW) in Q4 2022, acquiring 94,566 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Palo Alto Networks, Inc. (PANW) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Palo Alto Networks, Inc. (PANW) was in Q4 2023, adding 177,868 shares worth $26.22 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 24,195 shares of Palo Alto Networks, Inc. (PANW), valued at approximately $4.46 M.
As of the Q4 2025 filing, Palo Alto Networks, Inc. (PANW) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Palo Alto Networks, Inc. (PANW) was 177,868 shares, as reported at the end of Q4 2023.