Stocklore

Palo Alto Networks (PANW)

Software · US stock

What changed in recent filings

  • Institutions — 6 new · 1 reduced13F · as of end of 2026 Q2
  • Risk factors — 10 added · 8 removed · new: Our consumption- or usage-based offerings m… +910-K Jul 31, 2025 → Jul 31, 2026 · filed this month

What changed in recent SEC filings — factual, not a buy/sell recommendation.

Institutions holding Palo Alto Networks

How many of the institutions we track reported holding this stock, quarter by quarter.

max 7
2019 Q1 · 22019 Q2 · 42019 Q3 · 22019 Q4 · 42020 Q1 · 32020 Q2 · 42020 Q3 · 52020 Q4 · 62021 Q1 · 62021 Q2 · 52021 Q3 · 52021 Q4 · 52022 Q1 · 52022 Q2 · 62022 Q3 · 72022 Q4 · 32023 Q1 · 52023 Q2 · 42023 Q3 · 22023 Q4 · 32024 Q1 · 32024 Q2 · 32024 Q3 · 22024 Q4 · 32025 Q1 · 12025 Q2 · 22025 Q3 · 32025 Q4 · 12026 Q1 · 42026 Q2 · 7
19 Q122 Q326 Q2

2019 Q1: 2 → 2026 Q2: 7 institutions

Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.

Which institutions hold Palo Alto Networks

Institutions we track that reported holding this stock in their most recent 13F.

  • Temasek Holdings (Singapore)0.27% of portfolio · since 2026 Q1
  • Duquesne Family OfficeNew this quarter0.76% of portfolio · since 2026 Q2
  • Maverick CapitalNew this quarter0.01% of portfolio · since 2026 Q2
  • PRIMECAP Management0.21% of portfolio · held as of 2026 Q2 or earlier
  • Caisse de depot (Quebec)0.02% of portfolio · held as of 2026 Q2 or earlier
  • Sands Capital Management0.04% of portfolio · held as of 2026 Q2 or earlier
  • National Pension Service (Korea)0.43% of portfolio · held as of 2026 Q2 or earlier

Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.

Company overview

A cybersecurity platform company spanning network firewalls through SASE and XDR. It is strengthening customer lock-in via an integrated-platform strategy.

What is the Software sector?

Cloud, SaaS, and cybersecurity. Relatively defensive.

Palo Alto Networks is classified under the Software sector. See peers below.

Palo Alto Networks key financials

Based on SEC filings · as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

Palo Alto Networks vs Software sector benchmark

Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
24.5%vs benchmark 21.1%↑ above
Operating margin
5.0%vs benchmark 4.9%↑ above
Net margin
2.7%vs benchmark 10.1%↓ below
ROE
1.1%vs benchmark 4.0%↓ below

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

ETFs holding Palo Alto Networks

Per SEC N-PORT · 2026-06-30 · by weight · factual

XLKState Street(R) Technology Select Sector SPDR(R) ETF
1.54%
QQQInvesco QQQ Trust, Series 1
1.21%
QQQMInvesco NASDAQ 100 ETF
1.01%
VUGVANGUARD GROWTH INDEX FUND
0.78%
SPY
0.43%
VOOVANGUARD 500 INDEX FUND
0.43%
IVViShares Core S&P 500 ETF
0.43%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.38%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.38%
RSPInvesco S&P 500 Equal Weight ETF
0.21%

PANW on Stocklore

  • Revenue by segmentsegment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdingsholdings and weight changes of major institutions (45-day delay)
  • Sector-relative metricsValuation and growth compared with the Software average
See full PANW analysis →

Peers · Software

PANW FAQ

What is Palo Alto Networks (PANW)?

A cybersecurity platform company spanning network firewalls through SASE and XDR. It is strengthening customer lock-in via an integrated-platform strategy.

What sector is Palo Alto Networks in?

Palo Alto Networks is classified under Software. Cloud, SaaS, and cybersecurity. Relatively defensive.

What are Palo Alto Networks's key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 24.5%, Operating margin 5.0%, Net margin 2.7%, ROE 1.1%. Definitions and interpretation are available on Stocklore.

Where can I analyze Palo Alto Networks (PANW) stock?

On Stocklore you can see PANW's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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