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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $671.5 M.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $248.85 M net inflow during the quarter.
Recent activity highlights Renaissance Technologies who dramatically increased their stake. Conversely, Frank Sands reduced exposure by 16.3%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Palo Alto Networks, Inc. (PANW)
Major holders include Cliff Asness ($474.27 M), Renaissance Technologies ($167.35 M), Mairs and Power ($40.64 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 4.01 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $248.85 M, 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 $28.21 M.
Yes, 1 managers opened new positions in PANW, and 5 increased their existing holdings. The total reported buy value was $277.06 M.
