Guru Ownership Over Time
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 $492.25 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 | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 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 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
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)
Top Guru holders include Cliff Asness ($426.9 M), Frank Sands ($39.63 M), Mairs and Power ($22.65 M). Collectively, tracked Gurus hold 2.65 M shares.
Based on recent 13F filings, the sentiment is **Negative (Net Sell)**. There was a net outflow of $240.89 M, with 8 Gurus buying and 3 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of PANW completely. Total sell value was $298.12 M.
Yes, 2 Gurus opened new positions in PANW, and 6 added to their existing holdings. Total buy value was $57.23 M.