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PALO ALTO NETWORKS INC PANW

Palo Alto Networks, Inc. provides cybersecurity solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers’ entire AI ecosystem.

Company profile

Business mix

  • It offers Prisma Access, a secure access service edge solution; Strata Cloud Manager, a network security management solution; and Prisma AIRS to protect customers’ entire AI ecosystem.
  • It provides a comprehensive cloud native application protection platform; and Code to Cloud platform, as well as offers VM-Series and CN-Series virtual firewalls for inline network security on multi- and hybrid-cloud environments.
  • It provides security operation solutions through the Cortex platform that includes Cortex XSIAM, an AI-driven security operations platform.
  • It provides subscription services covering the areas of threat prevention, malware and persistent threat, URL filtering, laptop and mobile device protection, DNS security, Internet of Things security, SaaS security API, and SaaS security inline.

Current key questions

  • Can demand for the company's products and platforms keep growing within software - infrastructure?
  • How durable are margins as product cycles, R&D spending, cloud or AI investment, and competition change?
  • Does customer concentration, switching cost, or ecosystem control support long-term pricing power?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Sands Capital Management Frank Sands 0.1% $25.8M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $19.1M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +61.5% +95,309 / 154,863
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Major increase Shares 25.7% 13F value change +$7.9M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -16.3% 13F value change -$9.6M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -1.2% 13F value change -$4.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 154,863 Last 4 periods +6,215 (+4.0%) Total shares 161,078 Value $25.8M
Bridgewater Associates Ray Dalio 3 filing periods
13F 2025-03-31 Filed 2025-05-14
New Shares - 13F value change +$144.7M
13F 2025-06-30 Filed 2025-08-13
Major increase Shares 80.8% 13F value change +$169.0M
13F 2025-09-30 Filed 2025-11-13
Major reduction Shares -94.2% 13F value change -$295.6M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 4 periods +89,094 (New) Total shares 89,094 Value $18.1M

Recent mentions

No public mentions.