Follow-The-Filings

Security · featured owners

PANW Palo Alto Networks Inc.

Information Technology COM Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #268
  • Max 2.1%
  • Master 0.03%
  • $548M
  • 2 new 2 add 1 reduce 2 exits

PANW (Palo Alto Networks Inc.) is held in 6 featured 13F books as of 2026 Q2. Gavin Baker - Atreides Management is the largest tracked holder by portfolio weight (2.1%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 2.1% (Gavin Baker - Atreides Management) · not free-float ownership

  1. Gavin Baker add 2.1%
  2. Mairs & Power add 1.9%
  3. Stanley Druckenmiller new 0.76%
  4. Kentucky Trust Co. 0.03%
  5. Ron Baron reduce 0.01%
  6. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Gavin Baker - Atreides Management 2026 Q2 2.1% Add +56.1% 876,954 $299M history
Mairs & Power 2026 Q2 1.9% Add +12.6% 599,841 $205M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.76% New 0.76% 116,650 $40M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.01% Reduce −39.9% 10,774 $4M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 3,655 $1M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.03% Hold 205 $70K history
Ben Jacobs - Anomaly Capital Management exited 2026 Q2 last 2026 Q1 5.2% Exit −5.15% 530,389 $85M history
Cathie Wood - Ark Investment Management exited 2026 Q2 last 2026 Q1 0.01% Exit −0.01% 10,866 $2M history

6 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,5.03,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 8.01,9.01 Filing Doc
10-Q Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 22 rows shown

Filed Form Detail Links
4 Period Sep 1, 2026 · 2 forms Filing Doc
4 Period Aug 25, 2026 Filing Doc
4 Period Aug 21, 2026 Filing Doc
4 Period Aug 1, 2026 Filing Doc
4 Period Jul 7, 2026 Filing Doc
4 Period Jun 30, 2026 Filing Doc
4 Period Jun 29, 2026 Filing Doc
4 Period Jul 1, 2026 Filing Doc
4 Period Jun 23, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 12, 2026 Filing Doc
4 Period Jun 11, 2026 Filing Doc
4 Period Jun 4, 2026 Filing Doc
4 Period Jun 1, 2026 · 2 forms Filing Doc
4 Period May 22, 2026 Filing Doc
4 Period May 20, 2026 Filing Doc
4/A Period Mar 6, 2026 Filing Doc
4 Period Feb 12, 2026 Filing Doc
4 Period Apr 8, 2026 Filing Doc
4 Period Apr 1, 2026 · 2 forms Filing Doc
4 Period Mar 27, 2026 Filing Doc

Updated 5 days 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 FY2026
Revenue $6.89B $8.03B $9.22B $11.48B
Gross profit $4.98B $5.97B $6.77B $8.08B
Gross margin * 72.3% 74.3% 73.4% 70.4%
Net income $0.44B $2.58B $1.13B $0.307B
Net margin * 6.4% 32.1% 12.3% 2.7%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $6.05B $6.85B $7.52B $8.64B
Total non-current assets * $8.45B $13.14B $16.05B $39.82B
Total assets $14.5B $19.99B $23.58B $48.46B
Total current liabilities $7.74B $7.68B $7.99B $9.92B
Total non-current liabilities * $5.02B $7.14B $7.76B $11.04B
Total equity $1.75B $5.17B $7.82B $27.49B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $2.78B $3.26B $3.72B $4.55B
Cash from investing -$2.03B -$1.51B -$2.2B -$3.1B
Cash from financing -$1.73B -$1.34B -$0.779B -$1.2B
Net change in cash -$982.6M $404.6M $732.4M $244M

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