PANW
Palo Alto Networks, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +5.0% ·
flujo de acciones -0.4% ·
nuevas posiciones netas +4.8%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 64.02M | — | $13.10B | 0.2% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 64.02M | — | $13.10B | 0.2% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 64.02M | — | $13.10B | 0.2% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 64.02M | — | $13.10B | 0.2% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 64.02M | — | $13.10B | 0.2% | n/c | 1 | SEC ↗ |
| 6 | The Vanguard Group ✦ (pasivo) | 64.02M | — | $13.10B | 0.2% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 17 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 19 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 20 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 21 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 22 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 23 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 27 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 53.71M | — | $10.99B | 0.2% | n/c | 1 | SEC ↗ |
| 29 | State Street Global Advisors ✦ (pasivo) | 29.23M | +0.9% | $5.98B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 30 | Geode Capital Management ✦ (pasivo) | 15.17M | +1.1% | $3.09B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 31 | Geode Capital Management ✦ (pasivo) | 15.17M | +1.1% | $3.09B | 0.2% | ▲ Add | 5 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 10.37M | — | $2.12B | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 10.37M | — | $2.12B | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 10.37M | — | $2.12B | 0.1% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 10.37M | — | $2.12B | 0.1% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 10.37M | — | $2.12B | 0.1% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 10.37M | — | $2.12B | 0.1% | n/c | 1 | SEC ↗ |
| 38 | T. Rowe Price ✦ | 3.95M | +1.8% | $808.17M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 39 | T. Rowe Price ✦ | 3.95M | +1.8% | $808.17M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 40 | Norges Bank ✦ (pasivo) | 3.30M | -28.1% | $675.87M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 1.95M | +16.7% | $395.63M | 0.3% | ▲ Add | 5 | SEC ↗ |
| 49 | Bridgewater Associates ✦ | 1.53M | +80.8% | $313.77M | 1.3% | ▲ Add | 3 | SEC ↗ |
| 50 | PRIMECAP Management ✦ | 1.01M | +1.8% | $205.84M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 51 | Wellington Management ✦ | 616.61K | +25.0% | $126.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 52 | Wellington Management ✦ | 616.61K | +25.0% | $126.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 53 | Wellington Management ✦ | 616.61K | +25.0% | $126.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 54 | Wellington Management ✦ | 616.61K | +25.0% | $126.18M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 55 | Adage Capital Partners ✦ | 562.40K | +0.5% | $115.09M | 0.2% | ▲ Add | 5 | SEC ↗ |
| 56 | Two Sigma Investments ✦ | 534.25K | -33.8% | $109.33M | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 257.44K | -35.0% | $52.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 257.44K | -35.0% | $52.68M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 59 | Millennium Management ✦ | 195.03K | -71.2% | $39.91M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 60 | Renaissance Technologies ✦ | 83.80K | Nuevo | $17.15M | 0.0% | New | 1 | SEC ↗ |
| 61 | Gotham Asset Management ✦ | 32.35K | -11.2% | $6.62M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 62 | D. E. Shaw & Co. ✦ | 17.73K | -80.6% | $3.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 63 | D. E. Shaw & Co. ✦ | 17.73K | -80.6% | $3.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 64 | GAMCO Investors ✦ | 17.64K | -0.5% | $3.61M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 65 | Marshall Wace ✦ | 8.40K | -95.2% | $1.72M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 6.05K | -25.2% | $1.24M | 0.0% | ▼ Trim | 5 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Renaissance Technologies | $17.15M | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1 tenedores, 161.40K acciones, $25,875 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.