2 tracked superinvestors hold Palo Alto Networks Inc (PANW), worth $966M combined, led by Will Danoff. Smart money is accumulating PANW as of the latest 13F filings.
Current price
$333.26
+73.3%
1Y
Palo Alto Networks, Inc. is a global leader in providing advanced cybersecurity solutions. The company's core product line includes both hardware and software-based firewalls. It also offers Panorama, a sophisticated security management platform designed for centralized control of these firewall deployments, whether they are physical appliances, virtual instances, or situated in public or private…
Market cap
$123.4B
P/E
101.16
Div yield
0.0%
Revenue YoY
14.9%
Analyst target
$380
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$966M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating PANW: 2 funds added or opened versus 0 trimming. 1 opened a brand-new position.
Palo Alto Networks Inc (PANW) is held by 2 tracked funds worth $966M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Will Danoff at 0.6% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 1 fund opened a brand-new position (Stanley Druckenmiller), with 1 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 0.6% | $926M | |
| New buy | 0.8% | $40M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Calls (bullish)
1 insider filed SEC Form 144 for $1M of proposed sales in the last 90 days. A 144 is filed before the trade — see who else is selling.
| Insider | Role | Shares | Value | Filed |
|---|---|---|---|---|
| Joshua Paul | Officer | 3,300 | $1M | 2026-08-25 |
Which superinvestors own PANW?
2 tracked funds hold Palo Alto Networks Inc (PANW), the largest being Will Danoff (Fidelity Contrafund) at 0.6% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling PANW?
In the most recent 13F quarter, 2 tracked funds added or opened PANW and 0 trimmed it, including 1 brand-new position.
How much PANW do tracked funds hold?
Combined disclosed long exposure to PANW across tracked superinvestors is $966M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.