Joel Greenblatt's PANW Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 42,538 shares of Palo Alto Networks, Inc. (PANW) worth $8.66 M, representing 0.04% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 31 quarters.
Based on 13F filings, Joel Greenblatt has maintained a strategic position in PANW, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 35,030 shares. Largest reduction occurred in Q3 2019, reducing 92,766 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Palo Alto Networks (PANW) Holding Value Over Time
Track share changes against reported price movement
Quarterly Palo Alto Networks (PANW) Trades by Joel Greenblatt
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2018 | +18,342 | New Buy | 18,342 | $30.26 |
| Q2 2018 | +17,838 | Add 97.25% | 36,180 | $34.25 |
| Q3 2018 | +7,344 | Add 20.30% | 43,524 | $37.54 |
| Q4 2018 | -43,524 | Sold Out | 43,524 | $0.00 |
| Q1 2019 | +77,088 | New Buy | 77,088 | $40.49 |
| Q2 2019 | +23,538 | Add 30.53% | 100,626 | $33.96 |
| Q3 2019 | -92,766 | Reduce 92.19% | 7,860 | $33.97 |
| Q4 2019 | -36 | Reduce 0.46% | 7,824 | $38.60 |
| Q1 2020 | +6,300 | Add 80.52% | 14,124 | $27.33 |
| Q2 2020 | -558 | Reduce 3.95% | 13,566 | $38.26 |
| Q3 2020 | +5,664 | Add 41.75% | 19,230 | $40.77 |
| Q4 2020 | -5,664 | Reduce 29.45% | 13,566 | $59.27 |
| Q1 2021 | -5,508 | Reduce 40.60% | 8,058 | $53.74 |
| Q2 2021 | +7,026 | Add 87.19% | 15,084 | $61.85 |
| Q3 2021 | +9,432 | Add 62.53% | 24,516 | $79.83 |
| Q4 2021 | -16,260 | Reduce 66.32% | 8,256 | $92.78 |
| Q1 2022 | -762 | Reduce 9.23% | 7,494 | $103.82 |
| Q2 2022 | -6 | Reduce 0.08% | 7,488 | $82.26 |
| Q3 2022 | -2,466 | Reduce 32.93% | 5,022 | $81.84 |
| Q4 2022 | +9,068 | Add 180.57% | 14,090 | $69.77 |
| Q1 2023 | +18,546 | Add 131.63% | 32,636 | $99.87 |
| Q2 2023 | +35,030 | Add 107.34% | 67,666 | $127.76 |
| Q3 2023 | +20,082 | Add 29.68% | 87,748 | $117.22 |
| Q4 2023 | -31,004 | Reduce 35.33% | 56,744 | $147.44 |
| Q1 2024 | +1,406 | Add 2.48% | 58,150 | $142.07 |
| Q2 2024 | -18,992 | Reduce 32.66% | 39,158 | $169.51 |
| Q3 2024 | +18,194 | Add 46.46% | 57,352 | $170.90 |
| Q4 2024 | -12,871 | Reduce 22.44% | 44,481 | $181.96 |
| Q1 2025 | -8,064 | Reduce 18.13% | 36,417 | $170.64 |
| Q2 2025 | -4,067 | Reduce 11.17% | 32,350 | $204.64 |
| Q3 2025 | +10,188 | Add 31.49% | 42,538 | $203.62 |
Joel Greenblatt's Palo Alto Networks Investment FAQs
Joel Greenblatt first purchased Palo Alto Networks, Inc. (PANW) in Q1 2018, acquiring 18,342 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Palo Alto Networks, Inc. (PANW) for 31 quarters since Q1 2018. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's largest addition to Palo Alto Networks, Inc. (PANW) was in Q1 2019, adding 77,088 shares worth $3.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 42,538 shares of Palo Alto Networks, Inc. (PANW), valued at approximately $8.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Palo Alto Networks, Inc. (PANW) represents approximately 0.04% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt's peak holding in Palo Alto Networks, Inc. (PANW) was 100,626 shares, as reported at the end of Q2 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.