Follow-The-Filings

Security

PANW

Palo Alto Networks Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

19 owners 4 new 2 exits max 1.8% (Gavin Baker - Atreides Ma...)

grid → activity → earnings →
owners 19
rank #290
master % 0.03%
max % 1.8%
tracked value $15.1B
qoq N 4 A 7 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Gavin Baker - Atreides Management, LP 2026 Q1 1.8% New 1.8% 561,797 $90M hist
Mairs & Power Inc. 2026 Q1 0.9% Add +0.48 pp 532,679 $85M hist
Vanguard Group Inc. 2025 Q4 stale 0.2% Add -0.02 pp 67,929,063 $12.5B hist
Natixis Advisors, LLC 2026 Q1 0.2% Add -0.01 pp 768,583 $123M hist
Norges Bank 2025 Q4 stale 0.2% Exit -0.15 pp 7,683,841 $1.4B hist
Dmitry Balyasny - Balyasny Asset Management L.P. 2026 Q1 0.1% Add +0.09 pp 512,832 $82M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.1% Reduce -0.15 pp 1,383,700 $218M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.23 pp 575,068 $92M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.1% Reduce -0.04 pp 1,823,683 $292M hist
Kentucky Trust Co. 2026 Q2 stale 0.0% — 205 $70M hist
Ancora Advisors LLC 2026 Q1 0.0% Add +0.02 pp 8,406 $1M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce -0.01 pp 34,578 $6M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Add +0.01 pp 256,661 $41M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.01 pp 210,927 $34M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce 0.00 pp 133,240 $21M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.0% New 0.0% 17,932 $3M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% New 0.0% 13,169 $2M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.0% New 0.0% 10,866 $2M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit 0.00 pp 6,899 $1M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.3% Exit -0.26 pp 908,500 $167M hist
Bill Nygren / Oakmark - Harris Associates L P exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 2,640 $486 hist

19 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
10-Q 10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4/A AMENDED STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES Filing Doc
4 4 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
4 4 Filing Doc
8-K 8.01 Filing Doc
4 4 Filing Doc

Updated 1 minute ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.89B $8.03B $9.22B
Gross profit $4.98B $5.97B $6.77B
Gross margin * 72.3% 74.3% 73.4%
Net income $439.7M $2.58B $1.13B
Net margin * 6.4% 32.1% 12.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $6.05B $6.85B $7.52B
Total non-current assets * $8.45B $13.14B $16.05B
Total assets $14.5B $19.99B $23.58B
Total current liabilities $7.74B $7.68B $7.99B
Total non-current liabilities * $5.02B $7.14B $7.76B
Total equity $1.75B $5.17B $7.82B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $2.78B $3.26B $3.72B
Cash from investing -$2.03B -$1.51B -$2.2B
Cash from financing -$1.73B -$1.34B -$778.9M
Net change in cash -$982.6M $404.6M $732.4M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders