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Which hedge funds own PANW? PALO ALTO NETWORKS INC, Q2 2026 13F holders

TechnologySoftware - Infrastructure

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

84 rows
Avalon Global Asset Management LLC Hedge fund7.5%$51.0m149,6400.0%held
Alta Park Capital, LP Hedge fund5.1%$54.8m160,5540.0%held
Encore Global Management, LP Hedge fund5.0%$5.1m15,000−41%reduced
Kultura Capital Management LP Hedge fund3.6%$7.8m22,982–new
Atreides Management, LP Hedge fund2.7%$299m876,954+56%added
Corient IA LP Hedge fund2.5%$2.7m7,910−48%reduced
Crosslink Capital Inc Hedge fund2.4%$32.8m96,234−1.5%reduced
Oribel Capital Management, LP Hedge fund2.3%$27.6m80,900−23%reduced
Nwi Management LP Hedge fund2.0%$30.7m90,000−18%reduced
Scientech Research LLC Hedge fund1.7%$2.1m6,068–new
Polar Capital Holdings Plc Hedge fund1.6%$570m1.67m–new
Ardsley Advisory Partners LP Hedge fund1.6%$14.6m43,000–new
Delta Global Management LP Hedge fund1.5%$13.7m40,050−73%reduced
Candriam S.C.A. Hedge fund1.5%$328m963,054−20%reduced
Formula Growth Ltd Hedge fund1.3%$3.7m10,9460.0%held
Patton Fund Management, Inc. Hedge fund1.2%$5.7m16,697+1147%added
Alight Capital Management LP Hedge fund1.1%$7.0m20,500–new
KR Capital LP Hedge fund1.0%$10.1m29,648–new
Duquesne Family Office LLC Family office0.9%$39.8m116,650–new
Meridiem Capital Partners LP Hedge fund0.9%$19.8m58,016−47%reduced
Alpine Woods Capital Investors, LLC Hedge fund0.8%$3.6m10,5670.0%held
Brandywine Managers, LLC Hedge fund0.8%$1.6m4,6890.0%held
Palogic Value Management, L.P. Hedge fund0.8%$2.2m6,549−5.2%reduced
Graham Capital Management, L.P. Hedge fund0.6%$22.9m67,110+29%added
Alphadyne Asset Management LP Hedge fund0.6%$12.4m36,406+1777%added
Cohen Klingenstein LLC Hedge fund0.5%$18.2m53,4000.0%held
ION Fund Management Ltd Hedge fund0.4%$3.8m11,000−31%reduced
Centiva Capital, LP Hedge fund0.4%$13.1m38,326+35%added
IFM Investors Pty Ltd Hedge fund0.4%$63.5m186,273+13%added
Aequim Alternative Investments LP Hedge fund0.4%$25.0m73,343+3.7%added
FNY Investment Advisers, LLC Hedge fund0.4%$1.0m3,020−70%reduced
Adage Capital Partners GP, L.L.C. Hedge fund0.4%$262m768,300−8.4%reduced
MQS Management LLC Hedge fund0.4%$290k850−62%reduced
ABS Investment Management LLC Hedge fund0.3%$546k341–
Science & Technology Partners, L.P. Hedge fund0.3%$2.0m5,813–new
Citadel Advisors LLC Hedge fund0.3%$511m1.50m−18%reduced
Granville Capital, Inc. Hedge fund0.3%$617k1,810+1.8%added
Kintegral Advisory, LLC Hedge fund0.2%$2.9m8,5130.0%held
Holocene Advisors, LP Hedge fund0.2%$101m295,304−75%reduced
Catalyst Funds Management Pty Ltd Hedge fund0.2%$3.6m10,642–new
Fulcrum Asset Management LLP Hedge fund0.2%$2.0m6,133−71%reduced
West Family Investments, Inc. Family office0.2%$693k2,031+8.7%added
Trust Asset Management LLC Hedge fund0.2%$2.9m8,639+19%added
Laurion Capital Management LP Hedge fund0.2%$2.4m7,132+62%added
Concentric Capital Strategies, LP Hedge fund0.2%$2.8m8,247–new
Verition Fund Management LLC Hedge fund0.2%$21.8m63,880−66%reduced
Discovery Capital Management, LLC Hedge fund0.1%$3.5m10,174–new
Marshall Wace, LLP Hedge fund0.1%$165m485,051−16%reduced
111 Capital Hedge fund0.1%$785k2,302–new
Squarepoint Ops LLC Hedge fund0.1%$62.0m181,779+10%added