PANW Palo Alto Networks, Inc.

NASDAQ
$330.65

Palo Alto Networks, Inc. (PANW) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-14.29
18 buyers / 24 sellers
SELLING
Funds compared
42
funds with comparable PANW positions
31 current holders · 35 prior-quarter holders
Net share change
-3.13M
+844.6K added, -3.98M cut
Position activity
7 new 11 increased 13 reduced 11 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Anomaly Capital Management Long/Short Sold Out -530.4K -100.0% $180.9M 0.0% 87
Tremblant Capital Group Long/Short Growth Sold Out -504.7K -100.0% $172.1M 0.0% 77
Atreides Management Long/Short Growth Increased +315.2K +56.1% $107.5M 2.7% 65
Bridgewater Associates Quant Macro Sold Out -13.2K -100.0% $4.5M 0.0% 63
Maverick Capital Long/Short Growth New +3.7K — $1.2M 0.0% 59
TWO SIGMA INVESTMENTS, LP Quant Sold Out -20.2K -100.0% $6.9M 0.0% 59
Rokos Capital Management Macro New +5.1K — $1.8M 0.0% 58
Capstone Investment Advisors Quant Macro Sold Out -103.8K -100.0% $35.4M 0.0% 58
Voloridge Investment Management Quant Sold Out -105.8K -100.0% $36.1M 0.0% 58
Balyasny Asset Management L.P. Reduced -463.5K -90.4% $158.1M 0.0% 58

Most significant buyers

By move score, not size.

  • Atreides Management Increased · +315.2K
  • Maverick Capital New · +3.7K
  • Rokos Capital Management New · +5.1K
  • Wolverine Asset Management New · +10.0K
  • Discovery Capital Management New · +10.2K

Most significant sellers

By move score, not size.

  • Anomaly Capital Management Sold Out · -530.4K
  • Tremblant Capital Group Sold Out · -504.7K
  • Bridgewater Associates Sold Out · -13.2K
  • TWO SIGMA INVESTMENTS, LP Sold Out · -20.2K
  • Capstone Investment Advisors Sold Out · -103.8K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Anomaly Capital Management 2 0 530.4K -530.4K -100.0% 0.0% Sold Out 87
Tremblant Capital Group 2 0 504.7K -504.7K -100.0% 0.0% Sold Out 77
Atreides Management 1 877.0K 561.8K +315.2K +56.1% 2.7% Increased 65
Bridgewater Associates 1 0 13.2K -13.2K -100.0% 0.0% Sold Out 63
Maverick Capital 2 3.7K 0 +3.7K — 0.0% New 59
TWO SIGMA INVESTMENTS, LP 2 0 20.2K -20.2K -100.0% 0.0% Sold Out 59
Rokos Capital Management 2 5.1K 0 +5.1K — 0.0% New 58
Capstone Investment Advisors 3 0 103.8K -103.8K -100.0% 0.0% Sold Out 58
Voloridge Investment Management 2 0 105.8K -105.8K -100.0% 0.0% Sold Out 58
Balyasny Asset Management L.P. 2 49.3K 512.8K -463.5K -90.4% 0.0% Reduced 58
Capula Management 2 0 4.5K -4.5K -100.0% 0.0% Sold Out 58
Parallax Volatility Advisers 3 0 60.5K -60.5K -100.0% 0.0% Sold Out 57
Wolverine Asset Management 2 10.0K 0 +10.0K — 0.2% New 57
Discovery Capital Management 2 10.2K 0 +10.2K — 0.1% New 56
Holocene Advisors, LP 2 295.3K 1.2M -889.1K -75.1% 0.2% Reduced 56
MILLENNIUM MANAGEMENT LLC 2 403.2K 210.9K +192.2K +91.1% 0.1% Increased 56
Moore Capital Management 3 0 22.5K -22.5K -100.0% 0.0% Sold Out 55
Chilton Investment Company 2 1.2K 0 +1.2K — 0.0% New 54
ADAR1 Capital Management 3 0 1.6K -1.6K -100.0% 0.0% Sold Out 53
Prana Capital Management 3 1.1K 0 +1.1K — 0.0% New 53
Gotham Asset Management, LLC 2 86.0K 34.6K +51.5K +148.8% 0.1% Increased 53
Alphadyne Asset Management 3 36.4K 1.9K +34.5K +1776.6% 0.7% Increased 53
LMR Partners 3 71.0K 2.0K +69.0K +3447.0% 0.3% Increased 52
Brevan Howard Capital Management 3 7.0K 0 +7.0K — 0.0% New 52
Voleon Capital Management 3 0 2.8K -2.8K -100.0% 0.0% Sold Out 51
Walleye Capital 3 142 8.0K -7.9K -98.2% 0.0% Reduced 47
Verition Fund Management 2 63.9K 186.4K -122.6K -65.7% 0.2% Reduced 45
Hudson Bay Capital Management 3 1.2K 6.4K -5.2K -81.2% 0.0% Reduced 45
CITADEL ADVISORS LLC 1 1.5M 1.8M -324.6K -17.8% 0.3% Reduced 41
D. E. Shaw & Co., Inc. 1 184.1K 133.2K +50.8K +38.1% 0.0% Increased 40
Schonfeld Strategic Advisors 3 2.6K 9.6K -7.0K -73.1% 0.0% Reduced 40
AQR Capital Management 3 780.8K 1.4M -602.9K -43.6% 0.1% Reduced 39
Boothbay Fund Management 4 8.4K 22.6K -14.1K -62.6% 0.1% Reduced 36
MARSHALL WACE, LLP 2 485.1K 575.1K -90.0K -15.7% 0.2% Reduced 34
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 768.3K 838.9K -70.6K -8.4% 0.4% Reduced 33
Engineers Gate 4 1.5K 3.9K -2.4K -61.5% 0.0% Reduced 32
Man Group 3 151.6K 119.2K +32.4K +27.2% 0.1% Increased 32
Graham Capital Management 3 67.1K 52.2K +14.9K +28.5% 0.9% Increased 32
Centiva Capital 4 38.3K 28.3K +10.0K +35.3% 0.6% Increased 31
Woodline Partners LP 2 104.9K 86.2K +18.7K +21.7% 0.1% Increased 31
Winton Group 4 11.8K 19.6K -7.8K -39.7% 0.1% Reduced 30
Squarepoint Ops LLC 2 181.8K 164.6K +17.2K +10.4% 0.1% Increased 29

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.