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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $697.15 M.
Top institutional holders include Cliff Asness and Mairs and Power.
Institutional sentiment is currently Bearish. This is evidenced by a $270.25 M net outflow during the quarter.
Recent activity highlights Ken Fisher who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 46.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Palo Alto Networks, Inc. (PANW)
Major holders include Cliff Asness ($218.43 M), Mairs and Power ($85.4 M), Ken Fisher ($41.15 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 2.45 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $270.25 M, with 6 managers increasing positions and 6 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited PANW. The total reported sell value was $367.76 M.
Yes, 3 managers opened new positions in PANW, and 3 increased their existing holdings. The total reported buy value was $97.51 M.
