AI summary pending
View Full Filing (SEC EDGAR)Palo Alto Networks Inc
$362.09-5.2%
+$105.4B
Net Activity
+71.55% total shares
Institutions Holding
2952
Popularity Rank
#57
Avg Weight
0.53%
Total Value
$250.6B
Market Cap
$256.8B
2952 institutions currently hold PANW, with 1559 net buyers and 1273 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
1273
Net Buying Institutions
1559
Top 5 by Value
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Across its top 20 institutional holders, PANW's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 37/100).
PANW ranks #57 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
2952 institutions disclose a position in PANW, but none treat it as a major bet — even Clearbridge Investments, LLC, its most concentrated holder, allocates just 1.2% of its own portfolio to it.
BlackRock has added to its PANW position for two straight quarters, increasing it by $14.8B to reach $25.8B today.
Federated Hermes, Inc. has trimmed its PANW position for two straight quarters, cutting it by $113.7M while still holding $76.1M.
PANW is down 5.2% today, but institutions show net buying of $105.4B this quarter — a divergence between today's price move and the underlying institutional flow.
PANW posted net income of $842.8M over the trailing twelve months, and currently trades at a P/E of 304.7.
+$35.8B
Total Buy Value
$14.4B
Total Sell Value
1559
Net Buyers
1273
Net Sellers
PANW
Q2 2026
Top 5 Institutional Movers
PANW does not currently show a 13F-and-insider convergence signal — its insider confidence score is 0/100, below the threshold this product uses to flag combined buying pressure.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
0
unique buyers
—
buy value
12-Month Buy/Sell Activity
| Action | Insider | Date | Value |
|---|---|---|---|
| Sell | Josh D. Paul | 2026-08-25 | $318K |
| Sell | Helle Thorning-Schmidt | 2026-07-07 | $243K |
| Sell | Josh D. Paul | 2026-07-01 | $311K |
| Sell | Aparna Bawa | 2026-07-01 | $101K |
| Sell | Aparna Bawa | 2026-06-29 | $101K |
| Sell | Aparna Bawa | 2026-06-29 | $100K |
| Buy | Arora Nikesh | 2026-03-27 | $15K |
| Buy | Arora Nikesh | 2026-03-27 | $9.98M |
| Action | Member | Trade Date | Amount |
|---|---|---|---|
| Buy | Alan Armstrong Senate | 2026-03-27 | $1K–$15K |
| Buy | John W Hickenlooper Senate | 2025-09-02 | $100K–$250K |
| Buy | Markwayne Mullin Senate | 2023-10-03 | $1K–$15K |
| Buy | Markwayne Mullin Senate | 2023-09-13 | $15K–$50K |
5
Filings (90d)
$9.96M
Total Est. Value
35K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| JOSHUA PAUL | 2026-08-25 | $1.16M |
| HELLE THORNING-SCHMIDT | 2026-07-07 | $243K |
| Key John P. | 2026-06-12 | $2.09M |
| GOETZ JAMES J | 2026-06-12 | $5.60M |
| Bawa Aparna | 2026-06-11 | $863K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
No Schedule 13D/13G filings for this ticker
2
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)On August 20, 2026, Palo Alto Networks' board approved a brand-new Executive Change in Control and Severance Policy — strictly speaking no director left; this Item 5.02 disclosure covers a new executive compensation safety net (the filing also lists an Item 5.03, usually a bylaws amendment, whose details aren't included in the provided excerpt). It applies to company executives at Senior Vice President level and above who sign participation agreements, and the named participants read like a leadership roster: Chairman/CEO Nikesh Arora, CFO Dipak Golechha, President BJ Jenkins, and Chief Product & Technology Officer Lee Klarich. In plain terms, if the company terminates one of them without cause outside a change-in-control window, they'd walk away with 100% of base salary, 12 months of continued health coverage, and 12 months of accelerated stock vesting; inside the protection window (three months before to 12 months after a change in control, or 18 for the CEO) — or if they quit for 'good reason' — the package jumps to double salary plus double target bonus for the CEO and 150% for other execs, along with full acceleration of all unvested equity. The payments are also engineered around the IRS's 280G 'golden parachute' rules, paying out whichever structure nets the executive more after tax.
View Full Filing (SEC EDGAR)697435105, 697435905, 697435955
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