PANW
Palo Alto Networks, Inc. · Technology · Software - Infrastructure
Señales de momentum (gestores comparables):
amplitud de titulares +4.3% ·
flujo de acciones +1.5% ·
nuevas posiciones netas 0.0%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 1.67M | $617.52M | n/a | −1 |
| Q2 2026 | 165 | -5 | 529.46M | $180.04B | +4 | −10 |
| 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 | n/a |
| Q1 2025 | 17 | -2 | 59.23M | $10.09B | n/a | −2 |
| Q4 2024 | 19 | +1 | 55.69M | $10.13B | +1 | n/a |
| Q3 2024 | 17 | +1 | 13.05M | $4.45B | +1 | n/a |
| Q2 2024 | 16 | n/a | 13.09M | $4.43B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 65.27M | +2.0% | $13.29B | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | BlackRock ✦ (pasivo) | 55.44M | +3.2% | $11.29B | 0.2% | ▲ Add | 2 | SEC ↗ ×23 |
| 3 | JPMorgan Chase ✦ | 31.50M | n/a | $6.41B | 0.2% | n/c | 1 | SEC ↗ ×42 |
| 4 | Morgan Stanley ✦ | 30.76M | n/a | $6.26B | 0.4% | n/c | 1 | SEC ↗ ×20 |
| 5 | State Street Global Advisors ✦ (pasivo) | 29.74M | +1.7% | $6.06B | 0.2% | ▲ Add | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (pasivo) | 15.45M | +1.8% | $3.13B | 0.2% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 7.60M | -26.7% | $1.55B | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Goldman Sachs Group ✦ | 5.35M | n/a | $1.09B | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 9 | T. Rowe Price ✦ | 4.55M | +15.3% | $926.88M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | Citadel Advisors ✦ | 2.53M | +882.5% | $515.03M | 0.4% | ▲ Add | 6 | SEC ↗ ×2 |
| 11 | AQR Capital Management ✦ | 2.10M | +7.4% | $426.90M | 0.3% | ▲ Add | 6 | SEC ↗ ×8 |
| 12 | Marshall Wace ✦ | 1.71M | +20304.4% | $349.00M | 0.4% | ▲ Add | 6 | SEC ↗ ×3 |
| 13 | PRIMECAP Management ✦ | 972.25K | -3.3% | $197.97M | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 14 | Wellington Management ✦ | 627.66K | +1.8% | $127.80M | 0.0% | ▲ Add | 6 | SEC ↗ ×4 |
| 15 | Two Sigma Investments ✦ | 323.06K | -39.5% | $65.78M | 0.1% | ▼ Trim | 5 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 192.93K | +987.9% | $39.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 17 | Arrowstreet Capital ✦ | 133.75K | Nuevo | $27.23M | 0.0% | New | 1 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 92.88K | -83.5% | $18.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 89.09K | -94.2% | $18.14M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 20 | Renaissance Technologies ✦ | 68.50K | -18.3% | $13.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Millennium Management ✦ | 51.58K | -73.5% | $10.50M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 42.54K | +31.5% | $8.66M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 18.34K | +4.0% | $3.74M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 24 | Fisher Asset Management ✦ | 7.25K | +19.8% | $1.48M | 0.0% | ▲ Add | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Arrowstreet Capital | $27.23M | 0.0% |
Posición cerrada
| Norges Bank | $675.87M | era 0.1% |
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 más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 170 acc. · $69,700
Director · 80 acc. · $33,370
Officer · 900 acc. · $349,819
Officer · 2.16K acc. · $842,074
Officer · 9.54K acc. · $3.73M
Officer · 5.30K acc. · $2.08M
Officer · 6.40K acc. · $2.51M
Officer · 2.20K acc. · $865,880
Officer · 900 acc. · $355,479
Officer · 100 acc. · $39,621
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología