Which hedge funds own PANW? PALO ALTO NETWORKS INC, Q2 2026 13F holders
84 tracked hedge funds disclosed a position in PANW (PALO ALTO NETWORKS INC) in their Q2 2026 13F filings, worth $3.4bn in total. The largest holder by portfolio weight is Avalon Global Asset Management LLC at 7.5% of its book. 25 opened a new position this quarter: Kultura Capital Management LP, Scientech Research LLC, Polar Capital Holdings Plc, Ardsley Advisory Partners LP. 24 exited: Soma Equity Partners LP, Cadian Capital Management, LP, Anomaly Capital Management, LP.
- 84
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 25
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 24
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $691m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $381m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $3.4bn
- Combined value Sum of the holders' reported positions in the security.
- 6.8%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Soma Equity Partners LP | 5.5% | $74.2m |
| Cadian Capital Management, LP | 5.4% | $44.0m |
| Anomaly Capital Management, LP | 5.1% | $85.0m |
| Connective Capital Management, LLC | 3.9% | $4.8m |
| Sunstone Asset Management, LP | 3.2% | $2.7m |
| Tremblant Capital Group | 2.6% | $80.9m |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 2.0% | $1.2m |
| Polymer Capital Management (HK) LTD | 1.6% | $11.7m |
| Sphera Funds Management Ltd. | 1.5% | $8.5m |
| Night Squared LP | 1.0% | $6.5m |
| MYDA Advisors LLC | 0.5% | $1.9m |
| Parallax Volatility Advisers, L.P. | 0.4% | $9.7m |
| Stevens Capital Management LP | 0.3% | $1.7m |
| Landscape Capital Management, L.L.C. | 0.3% | $4.1m |
| Capstone Investment Advisors, LLC | 0.1% | $16.6m |
| Moore Capital Management, LP | 0.1% | $3.6m |
| Voloridge Investment Management, LLC | 0.07% | $17.0m |
| Dark Forest Capital Management LP | 0.04% | $483k |
| ADAR1 Capital Management, LLC | 0.02% | $257k |
| Voleon Capital Management LP | 0.01% | $454k |
| Bridgewater Associates, LP | 0.01% | $2.1m |
| Two Sigma Investments, LP | 0.0% | $3.2m |
| Elequin Capital, LP | 0.0% | $11.9k |
| Trium Capital LLP | 0.0% | $641 |
Ownership over time
Who discovered PANW first? Beta
The run: Q3 2013 → Q3 2026, ×52
| Scge Management, L.P. high conviction | Q4 2013 | 0.7% | +7.9 pts |
| Maverick Capital Ltd | Q2 2013 | 2.0% | +2.6 pts |
| Connective Capital Management, LLC | Q4 2013 | – | 0.0 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.