Guru Ownership Trend
Guru Analysis for Palo Alto Networks, Inc. (PANW)
Palo Alto Networks, Inc. (PANW), a key player in the Technology sector, continues to attract institutional attention.
As of Q2 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.78 B.
Top institutional holders include Ken Fisher and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $1.7 B net inflow during the quarter.
Recent activity highlights Ken Fisher who dramatically increased their stake. Conversely, Frank Sands reduced exposure by 80.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Palo Alto Networks, Inc. (PANW)
Major holders include Ken Fisher ($1.96 B), Cliff Asness ($265.66 M), Mairs and Power ($204.56 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 7.41 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $1.7 B, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 3 fully exited PANW. The total reported sell value was $256.97 M.
Yes, 2 managers opened new positions in PANW, and 4 increased their existing holdings. The total reported buy value was $1.96 B.
