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 Q3 2025, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $468.66 M.
Top institutional holders include Cliff Asness and Frank Sands.
Institutional sentiment is currently Bearish. This is evidenced by a $240.89 M net outflow during the quarter.
Recent activity highlights Mairs and Power who increased their stake by 171.8%. Conversely, Ray Dalio reduced exposure by 94.2%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.27% | Add 7.4% | 2,096,542 | $426.9 M | Q3 2025 | |
| 0.11% | Add 25.7% | 194,619 | $39.63 M | Q3 2025 | |
| 0.21% | Add 171.8% | 111,242 | $22.65 M | Q3 2025 | |
| 0.07% | Reduce -94.2% | 89,094 | $18.14 M | Q3 2025 | |
| 0.02% | Reduce -18.3% | 68,500 | $13.95 M | Q3 2025 | |
| 0.04% | Add 31.5% | 42,538 | $8.66 M | Q3 2025 | |
| 0.04% | Add 4.0% | 18,344 | $3.74 M | Q3 2025 | |
| 0.04% | New Buy | 14,496 | $2.95 M | Q3 2025 | |
| 0.00% | Add 19.8% | 7,254 | $1.48 M | Q3 2025 | |
| 0.00% | Reduce -47.5% | 5,083 | $1.03 M | Q3 2025 | |
| 0.00% | New Buy | 518 | $105,475 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Palo Alto Networks, Inc. (PANW)
Major holders include Cliff Asness ($426.9 M), Frank Sands ($39.63 M), Mairs and Power ($22.65 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 2.65 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $240.89 M, with 8 managers increasing positions and 3 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited PANW. The total reported sell value was $298.12 M.
Yes, 2 managers opened new positions in PANW, and 6 increased their existing holdings. The total reported buy value was $57.23 M.