PANW
Palo Alto Networks, Inc. · Technology · Software - Infrastructure
Données momentum (gérants comparables) :
étendue des détenteurs +6.2% ·
flux d'actions -0.3% ·
nouvelles positions nettes +5.9%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2024
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 167 | -5 | 535.66M | $182.13B | +4 | −8 |
| Q1 2026 | 174 | -2 | 505.92M | $81.00B | +3 | −6 |
| Q4 2025 | 175 | 0 | 482.89M | $88.92B | +2 | −1 |
| Q3 2025 | 24 | +1 | 254.62M | $51.83B | +1 | −1 |
| Q2 2025 | 21 | +1 | 186.58M | $38.16B | +1 | — |
| Q1 2025 | 17 | -2 | 59.23M | $10.09B | — | −2 |
| Q4 2024 | 19 | +1 | 55.69M | $10.13B | +1 | — |
| Q3 2024 | 17 | +1 | 13.05M | $4.45B | +1 | — |
| Q2 2024 | 16 | — | 13.09M | $4.43B | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (passif) | 7.66M | +3.0% | $2.61B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passif) | 7.66M | +3.0% | $2.61B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Norges Bank ✦ (passif) | 1.71M | -36.1% | $585.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 1.07M | +6.2% | $366.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 1.07M | +6.2% | $366.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | PRIMECAP Management ✦ | 512.39K | -0.7% | $175.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 391.62K | +11.2% | $133.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 391.62K | +11.2% | $133.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Wellington Management ✦ | 313.75K | +1.8% | $107.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wellington Management ✦ | 313.75K | +1.8% | $107.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wellington Management ✦ | 313.75K | +1.8% | $107.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wellington Management ✦ | 313.75K | +1.8% | $107.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wellington Management ✦ | 313.75K | +1.8% | $107.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wellington Management ✦ | 313.75K | +1.8% | $107.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 273.20K | -9.8% | $93.38M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | Renaissance Technologies ✦ | 251.50K | +360.6% | $85.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 240.16K | +266.1% | $81.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 240.16K | +266.1% | $81.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 240.16K | +266.1% | $81.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 240.16K | +266.1% | $81.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 240.16K | +266.1% | $81.57M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Millennium Management ✦ | 237.12K | +23541.5% | $81.05M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Marshall Wace ✦ | 187.96K | +12456.0% | $64.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Marshall Wace ✦ | 187.96K | +12456.0% | $64.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Marshall Wace ✦ | 187.96K | +12456.0% | $64.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | D. E. Shaw & Co. ✦ | 114.46K | -52.5% | $39.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 114.46K | -52.5% | $39.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 28 | D. E. Shaw & Co. ✦ | 114.46K | -52.5% | $39.12M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Duquesne Family Office ✦ | 43.71K | -50.9% | $14.94M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 28.68K | +46.5% | $9.80M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 31 | GAMCO Investors ✦ | 8.79K | -1.1% | $3.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fisher Asset Management ✦ | 2.59K | +35.4% | $886,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 742 | Nouveau | $253,616 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Two Sigma Investments | $253,616 | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 1 détenteurs, 161.40K actions, $25,875 déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.